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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPSG
1301
Princeton Portfolio Strategies Group
New Jersey
$388K – – –
SFWA
1302
Summit Financial Wealth Advisors
Louisiana
$387K -$78.3K -922 -16%
CC
1303
Courier Capital
New York
$387K +$255 +3 +0.1%
BP
1304
BBR Partners
New York
$387K +$6.37K +75 +2%
SWA
1305
Sutton Wealth Advisors
Florida
$386K -$10K -118 -3%
LOPW
1306
Live Oak Private Wealth
North Carolina
$386K +$370K +4,352 New
RWB
1307
RMR Wealth Builders
New Jersey
$385K +$6.11K +72 +2%
ACS
1308
Archford Capital Strategies
Illinois
$384K -$983K -11,579 -73%
OFW
1309
Omnia Family Wealth
Florida
$381K -$38.8K -457 -10%
STA
1310
Summit Trail Advisors
New York
$381K +$15.5K +183 +5%
VAM
1311
Vontobel Asset Management
New York
$380K -$18.2M -213,752 -98%
ALAM
1312
Asahi Life Asset Management
Japan
$380K -$465K -5,470 -56%
BCM
1313
Brown Capital Management
Maryland
$380K -$22.7K -267 -6%
TWA
1314
TCI Wealth Advisors
Arizona
$379K -$85.6K -1,008 -19%
RDWM
1315
Red Door Wealth Management
Tennessee
$379K +$11.7K +138 +3%
WDL
1316
Well Done LLC
Michigan
$378K +$36.3K +427 +11%
HPC
1317
Hobart Private Capital
North Carolina
$377K -$213K -2,513 -37%
PMFA
1318
Plante Moran Financial Advisors
Michigan
$376K -$48.1K -567 -12%
ACG
1319
Allen Capital Group
Nebraska
$376K -$5.86K -69 -2%
GGI
1320
Godsey & Gibb Inc
Virginia
$374K +$126K +1,485 +54%
WPP
1321
Whalerock Point Partners
Rhode Island
$373K +$93.4K +1,100 +35%
EWA
1322
ERTS Wealth Advisors
Michigan
$373K +$123K +1,444 +52%
LI
1323
Lafayette Investments
Maryland
$372K – – –
GCM
1324
Gables Capital Management
Florida
$372K +$8.49K +100 +2%
CWM
1325
Calamos Wealth Management
Illinois
$371K -$1.49M -17,532 -81%
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