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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1251
Ceeto Capital Group
Florida
$313K – – –
RFN
1252
RDA Financial Network
Iowa
$312K – – –
SWA
1253
Sutton Wealth Advisors
Florida
$311K -$24.1K -331 -7%
XWM
1254
Xcel Wealth Management
Florida
$310K +$105K +1,438 +48%
BCM
1255
Breiter Capital Management
Florida
$308K +$27.6K +379 +9%
HIA
1256
Harbor Investment Advisory
Maryland
$307K -$38.7K -531 -11%
CPSAC
1257
Chas P. Smith & Associates (CPS)
Florida
$306K -$52.1K -715 -14%
NG
1258
Northstar Group
New York
$306K -$9.48K -130 -3%
PPSG
1259
Princeton Portfolio Strategies Group
New Jersey
$306K – – –
RWA
1260
Ropes Wealth Advisors
Massachusetts
$306K +$8.68K +119 +3%
RFM
1261
Royal Fund Management
Florida
$306K +$235K +3,229 +281%
CFFP
1262
Center for Financial Planning
Michigan
$305K – – –
AA
1263
Ancora Advisors
Ohio
$304K – – –
LK
1264
Lumbard & Kellner
New Hampshire
$304K – – –
BFA
1265
Bragg Financial Advisors
North Carolina
$303K -$184K -2,521 -37%
TF
1266
Tompkins Financial
New York
$303K +$43.7K +600 +16%
IWA
1267
Intercontinental Wealth Advisors
Texas
$302K +$53.4K +733 +21%
WA
1268
WP Advisors
California
$301K -$55.1K -756 -15%
MWM
1269
Modera Wealth Management
New Jersey
$300K -$43.6K -598 -12%
TW
1270
Transform Wealth
Colorado
$300K -$5.4K -74 -2%
CW
1271
CreativeOne Wealth
Kansas
$300K +$15.6K +214 +5%
SC
1272
Schulhoff & Co
Ohio
$299K +$219 +3 +0.1%
RB
1273
Rodgers Brothers
Pennsylvania
$299K +$58.3K +800 +23%
SA
1274
Strategic Advisors
New York
$298K +$6.85K +94 +2%
FMP
1275
Financial Management Professionals
Texas
$297K +$90.9K +1,246 +42%
49 50
51
52 53