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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1101
1900 Wealth Management
Texas
$612K – – –
V
1102
VeraBank
Texas
$612K – – –
APWM
1103
Atlas Private Wealth Management
New York
$612K +$13.6K +135 +2%
RMDI
1104
R.M. Davis Inc
Maine
$607K -$2.41K -24 -0.4%
WDC
1105
Woodward Diversified Capital
California
$607K +$46.6K +463 +8%
MGAM
1106
McGowan Group Asset Management
Texas
$603K +$402 +4 +0.1%
SSWM
1107
Sheets Smith Wealth Management
North Carolina
$602K -$49.1K -488 -7%
WA
1108
Wealth Architects
California
$600K +$8.35K +83 +1%
LSA
1109
Lion Street Advisors
Texas
$600K +$640K +6,364 New
MWM
1110
Mission Wealth Management
California
$599K -$69.4K -690 -10%
KWM
1111
Keebeck Wealth Management
Illinois
$598K -$75.5K -751 -11%
ACM
1112
Allred Capital Management
Texas
$598K -$43.2K -429 -6%
CA
1113
Claro Advisors
Massachusetts
$597K -$10.5K -104 -2%
BW
1114
Bison Wealth
Georgia
$596K -$10.1K -100 -2%
NGA
1115
Naples Global Advisors
Florida
$594K +$9.05K +90 +1%
CAM
1116
Columbia Asset Management
Michigan
$591K +$12.1K +120 +2%
SAS
1117
Stelac Advisory Services
New York
$590K +$99.8K +992 +19%
FWM
1118
Foresight Wealth Management
Utah
$588K -$7.04K -70 -1%
RWA
1119
Ropes Wealth Advisors
Massachusetts
$587K +$28K +278 +5%
GP
1120
Girard Partners
Pennsylvania
$586K -$87.3K -868 -12%
PMFA
1121
Plante Moran Financial Advisors
Michigan
$583K +$195K +1,936 +46%
HI
1122
Hendershot Investments
Virginia
$577K – – –
IAM
1123
Infusive Asset Management
New York
$573K -$34.1K -339 -5%
BBA
1124
BLB&B Advisors
Pennsylvania
$571K +$262K +2,600 +76%
FFG
1125
Frisch Financial Group
New York
$569K -$1.41K -14 -0.2%
43 44
45
46 47