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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1301
Buckley Wealth Management
Nevada
$549K -$22.7K -228 -4%
WDG
1302
Wealth Dimensions Group
Ohio
$549K -$28.9K -290 -5%
LSA
1303
Lion Street Advisors
Texas
$547K -$73.6K -739 -12%
PL
1304
Plancorp LLC
Missouri
$546K -$1.4K -14 -0.2%
UAML
1305
US Asset Management LLC
Pennsylvania
$546K -$2.69K -27 -0.5%
SFA
1306
Souders Financial Advisors
Ohio
$543K -$2.79K -28 -0.5%
ZIC
1307
ZWJ Investment Counsel
Georgia
$543K +$32.5K +326 +6%
EWA
1308
EverSource Wealth Advisors
Alabama
$540K -$31.9K -320 -5%
MSFS
1309
Main Street Financial Solutions
Pennsylvania
$539K +$91.8K +921 +20%
AC
1310
Abbrea Capital
California
$539K – – –
B
1311
Bellecapital
Switzerland
$534K – – –
SIA
1312
Soltis Investment Advisors
Utah
$531K +$2.09K +21 +0.4%
AI
1313
Accredited Investors
Minnesota
$530K -$2.89K -29 -0.5%
PWMAG
1314
Pinnacle Wealth Management Advisory Group
New Jersey
$530K -$41.9K -420 -7%
FTC
1315
Farmers Trust Company
Ohio
$529K -$12.5K -125 -2%
BW
1316
Bison Wealth
Georgia
$526K +$45.1K +453 +9%
CWG
1317
Cornerstone Wealth Group
North Carolina
$526K -$4.49K -45 -0.8%
CSI
1318
Cross Staff Investments
New York
$526K +$100 +1 +0%
AWE
1319
Avidian Wealth Enterprises
Texas
$526K +$3.19K +32 +0.6%
JCM
1320
Jag Capital Management
Missouri
$525K +$134K +1,342 +33%
BHIA
1321
Birch Hill Investment Advisors
Massachusetts
$525K – – –
KCM
1322
Kornitzer Capital Management
Kansas
$525K – – –
CFFP
1323
Center for Financial Planning
Michigan
$523K – – –
LF
1324
Lantz Financial
Illinois
$521K +$12.3K +123 +2%
CWM
1325
Congress Wealth Management
Massachusetts
$521K +$81.4K +817 +18%
51 52
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