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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1126
49 Wealth Management
Texas
$1.5M +$209K +1,201 +15%
CCFM
1127
Clear Creek Financial Management
Washington
$1.5M +$9.56K +55 +0.6%
DOA
1128
D'Orazio & Associates
Virginia
$1.49M +$9.04K +52 +0.6%
CAM
1129
Cidel Asset Management
Ontario, Canada
$1.49M +$528K +3,039 +51%
WCM
1130
Whitener Capital Management
North Carolina
$1.49M -$7.99K -46 -0.5%
HPWM
1131
High Point Wealth Management
New Jersey
$1.49M +$112K +643 +8%
FI
1132
Finivi Inc
Massachusetts
$1.49M +$69.2K +398 +5%
PMWMG
1133
Parr McKnight Wealth Management Group
Minnesota
$1.48M -$188K -1,081 -11%
PFP
1134
Paragon Financial Partners
California
$1.48M +$1.22K +7 +0.1%
GBT
1135
Grove Bank & Trust
Florida
$1.47M – – –
TPI
1136
Trust Point Inc
Wisconsin
$1.47M +$70.4K +405 +5%
MIM
1137
MTM Investment Management
South Carolina
$1.47M – – –
BL
1138
Balentine LLC
Georgia
$1.47M -$158K -910 -9%
JIC
1139
Joel Isaacson & Co
New York
$1.47M -$87.2K -502 -5%
HIC
1140
Holderness Investments Company
North Carolina
$1.47M +$786K +4,521 +104%
IAIM
1141
International Assets Investment Management
Florida
$1.46M +$89.8K +517 +6%
WBC
1142
West Branch Capital
Massachusetts
$1.46M +$161K +929 +12%
PTP
1143
Platform Technology Partners
New York
$1.45M +$141K +812 +10%
CFO
1144
Cambient Family Office
Michigan
$1.44M +$111K +640 +8%
SCM
1145
Shelton Capital Management
Colorado
$1.44M -$32.8K -189 -2%
PNC
1146
Park National Corp
Ohio
$1.44M -$343K -1,973 -19%
HCP
1147
Hexagon Capital Partners
Arkansas
$1.43M +$1.5M +8,650 New
PE
1148
PCM Encore
Colorado
$1.43M +$180K +1,038 +14%
SWMP
1149
Signature Wealth Management Partners
New Jersey
$1.43M -$50.9K -293 -3%
IA
1150
IFG Advisors
Missouri
$1.43M – – –
44 45
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