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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1201
Tranquilli Financial Advisor
New Jersey
$1.28M -$21.7K -140 -2%
PFS
1202
Physicians Financial Services
North Carolina
$1.28M -$6.04K -39 -0.5%
AWAP
1203
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.28M +$8.37K +54 +0.7%
ACM
1204
Aljian Capital Management
Nevada
$1.28M -$54.2K -350 -4%
CFO
1205
CVA Family Office
Colorado
$1.28M -$73.3K -473 -6%
SB
1206
Strategic Blueprint
Georgia
$1.28M -$82.4K -532 -6%
CFA
1207
CWS Financial Advisors
Michigan
$1.27M -$99.8K -644 -7%
SFG
1208
SevenBridge Financial Group
Pennsylvania
$1.27M +$19.4K +125 +2%
PTP
1209
Platform Technology Partners
New York
$1.27M -$31.8K -205 -3%
V
1210
VeraBank
Texas
$1.27M – – –
SA
1211
Sovran Advisors
California
$1.27M +$39.4K +254 +4%
HNWAG
1212
High Net Worth Advisory Group
Florida
$1.27M – – –
WBC
1213
West Branch Capital
Massachusetts
$1.27M +$146K +940 +13%
RP
1214
Regal Partners
Australia
$1.27M +$1.23M +7,908 New
PWPS
1215
Pinnacle Wealth Planning Services
Ohio
$1.27M -$222K -1,433 -15%
4WM
1216
49 Wealth Management
Texas
$1.26M +$123K +795 +11%
SFG
1217
SageGuard Financial Group
Tennessee
$1.26M +$1.22M +7,876 New
CWS
1218
Cypress Wealth Services
California
$1.26M +$36.1K +233 +3%
RC
1219
Rahlfs Capital
Texas
$1.26M – – –
FCM
1220
Fourpath Capital Management
Oklahoma
$1.25M +$320K +2,067 +36%
YP
1221
YANKCOM Partnership
South Dakota
$1.25M -$23.5K -152 -2%
SLP
1222
Storen Legacy Partners
Indiana
$1.25M +$1.21M +7,787 New
SP
1223
Symmetry Partners
Connecticut
$1.25M +$538K +3,473 +81%
PPWP
1224
Premier Path Wealth Partners
New Jersey
$1.25M +$112K +725 +10%
AO
1225
Advisor OS
Illinois
$1.24M +$33.2K +214 +3%
47 48
49
50 51