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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1301
Brown Capital Management
Maryland
$424K – – –
CWM
1302
Calamos Wealth Management
Illinois
$422K +$7.48K +78 +2%
PP
1303
Pegasus Partners
Wisconsin
$419K -$167K -1,743 -29%
PMFA
1304
Plante Moran Financial Advisors
Michigan
$417K -$2.69K -28 -0.7%
WPP
1305
Whalerock Point Partners
Rhode Island
$417K – – –
LI
1306
Lafayette Investments
Maryland
$415K – – –
SC
1307
Schulhoff & Co
Ohio
$415K +$192 +2 +0%
PFA
1308
Pure Financial Advisors
California
$415K +$26.9K +280 +7%
FM
1309
Family Management
New York
$415K +$402K +4,185 New
CC
1310
Courier Capital
New York
$414K -$17.9K -187 -4%
BIM
1311
Baldwin Investment Management
Pennsylvania
$414K – – –
SW
1312
SteelPeak Wealth
California
$413K -$658K -6,858 -62%
PWLP
1313
Prio Wealth Limited Partnership
Massachusetts
$413K -$36.8K -384 -8%
CFS
1314
CRA Financial Services
New Jersey
$412K – – –
CHA
1315
Carmichael Hill & Associates
Maryland
$412K +$384 +4 +0.1%
EWA
1316
ERTS Wealth Advisors
Michigan
$411K -$5.37K -56 -1%
VAM
1317
Vontobel Asset Management
New York
$410K -$19.7K -205 -5%
CIAS
1318
Capital Investment Advisory Services
North Carolina
$410K +$17.8K +185 +5%
WDL
1319
Well Done LLC
Michigan
$409K -$12K -125 -3%
RWP
1320
RWA Wealth Partners
Massachusetts
$409K -$4.89K -51 -1%
MCM
1321
Maryland Capital Management
Maryland
$408K -$71K -740 -15%
HIS
1322
Horizon Investment Services
Indiana
$408K – – –
PTP
1323
Platform Technology Partners
New York
$406K +$393K +4,097 New
CA
1324
Clearstead Advisors
Ohio
$404K +$8.25K +86 +2%
ARC
1325
Advisor Resource Council
Texas
$404K +$391K +4,078 New
51 52
53
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