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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
1126
Seven Eight Capital
New York
$799K +$440K +4,768 +121%
KFSC
1127
Keystone Financial Services (Colorado)
Colorado
$799K +$15.3K +166 +2%
WKWM
1128
Walter & Keenan Wealth Management
Indiana
$797K +$7.75K +84 +1%
AWM
1129
Adams Wealth Management
Utah
$791K -$17.5K -190 -2%
CGL
1130
Clarius Group LLC
Washington
$789K -$250K -2,709 -24%
EWG
1131
Executive Wealth Group
Washington
$788K +$537K +5,825 +204%
WLIM
1132
White Lighthouse Investment Management
Massachusetts
$788K – – –
CFA
1133
CWS Financial Advisors
Michigan
$786K -$109K -1,178 -12%
XT
1134
XTX Topco
Cayman Islands
$786K +$791K +8,579 New
HFM
1135
Hartford Funds Management
Pennsylvania
$784K +$137K +1,490 +21%
FMTC
1136
Farmers & Merchants Trust Company
California
$781K -$17.2K -186 -2%
IIA
1137
ICW Investment Advisors
Arizona
$779K -$23.1K -251 -3%
MSG
1138
Main Street Group
Virginia
$778K +$338K +3,661 +76%
SFG
1139
Summit Financial Group
West Virginia
$777K – – –
SWM
1140
Salvus Wealth Management
New Jersey
$776K +$922 +10 +0.1%
CCWM
1141
Cassaday & Co Wealth Management
Virginia
$770K -$8.58K -93 -1%
AI
1142
Atom Investors
Texas
$768K +$773K +8,387 New
FG
1143
Foster Group
Iowa
$767K -$165K -1,787 -18%
PWM
1144
PBMares Wealth Management
Virginia
$765K -$23.7K -257 -3%
PP
1145
Patten & Patten
Tennessee
$765K +$35.5K +385 +5%
CPIG
1146
Chicago Partners Investment Group
Illinois
$763K +$6.36K +69 +0.9%
FAM
1147
Formidable Asset Management
Ohio
$763K +$223K +2,417 +41%
PIMG
1148
Patriot Investment Management Group
Tennessee
$759K – – –
V
1149
ViaWealth
Kansas
$757K -$52.6K -570 -6%
PF
1150
Phoenix Financial
Israel
$757K +$764K +8,287 New
44 45
46
47 48