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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1276
Onyx Bridge Wealth Group
New York
$559K +$79K +827 +17%
JC
1277
JB Capital
Connecticut
$559K +$3.82K +40 +0.7%
PWMAG
1278
Pinnacle Wealth Management Advisory Group
New Jersey
$558K +$25.8K +270 +5%
MWM
1279
Mattern Wealth Management
Kansas
$557K – – –
CA
1280
Cornerstone Advisory
Maryland
$556K +$4.87K +51 +0.9%
NP
1281
Nilsine Partners
Colorado
$556K +$40.1K +420 +8%
MSFS
1282
Main Street Financial Solutions
Pennsylvania
$554K +$12.9K +135 +2%
LFA
1283
Legacy Financial Advisors
Kentucky
$554K +$30.8K +322 +6%
NL
1284
NWAM LLC
Washington
$552K +$43.4K +454 +9%
CAL
1285
Capital Advisors Ltd
Ohio
$549K +$91.6K +959 +21%
SWP
1286
Summit Wealth Partners
Florida
$549K -$2.39K -25 -0.4%
TIM
1287
Total Investment Management
Arizona
$548K -$45.7K -478 -8%
HT
1288
Heritage Trust
Oklahoma
$546K +$97.2K +1,017 +22%
ZIC
1289
ZWJ Investment Counsel
Georgia
$545K – – –
SFA
1290
Souders Financial Advisors
Ohio
$545K -$478 -5 -0.1%
WDG
1291
Wealth Dimensions Group
Ohio
$544K -$6.21K -65 -1%
IBOK
1292
Independence Bank of Kentucky
Kentucky
$542K +$27.1K +284 +5%
IP
1293
Ignite Planners
California
$541K -$24.1K -252 -4%
CWG
1294
Cornerstone Wealth Group
North Carolina
$540K +$11.8K +124 +2%
AI
1295
Accredited Investors
Minnesota
$538K +$5.73K +60 +1%
CG
1296
Clarus Group
Texas
$538K +$80.7K +845 +18%
TIA
1297
Traphagen Investment Advisors
New Jersey
$537K +$75.1K +786 +17%
IF
1298
Intrua Financial
Texas
$537K +$207K +2,170 +65%
PL
1299
Plancorp LLC
Missouri
$537K -$11.1K -116 -2%
CWM
1300
Congress Wealth Management
Massachusetts
$536K +$13.3K +139 +3%
50 51
52
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