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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1301
Simplicity Wealth
New Jersey
$755K -$10.4M -89,355 -93%
BMA
1302
Brooks Moore & Associates
Tennessee
$754K
OP
1303
ORG Partners
Indiana
$753K -$345K -2,969 -32%
SLWA
1304
San Luis Wealth Advisors
California
$750K +$347K +2,985 +93%
GCP
1305
GSA Capital Partners
United Kingdom
$749K +$717K +6,169 New
LSA
1306
Leonteq Securities AG
Switzerland
$747K -$453K -3,902 -39%
JSSH
1307
J. Safra Sarasin Holding
$746K
HTIM
1308
Harbour Trust & Investment Management
Indiana
$746K -$30.1K -259 -4%
AWE
1309
Avidian Wealth Enterprises
Texas
$745K +$266K +2,287 +59%
MLA
1310
My Legacy Advisors
Oregon
$745K -$166K -1,425 -19%
MS
1311
Madden Securities
Texas
$745K +$228K +1,960 +47%
NIM
1312
Northeast Investment Management
Massachusetts
$743K
PWLP
1313
Prio Wealth Limited Partnership
Massachusetts
$742K
FFA
1314
Florida Financial Advisors
Florida
$742K +$423K +3,643 +146%
WA
1315
Wealth Architects
California
$741K
BFG
1316
Bouchey Financial Group
New York
$739K +$9.99K +86 +1%
MFGM
1317
Marshall Financial Group (Maryland)
Maryland
$739K +$1.51K +13 +0.2%
DM
1318
Deerfield Management
New York
$738K +$707K +6,082 New
NMIMC
1319
Northwestern Mutual Investment Management Company
Wisconsin
$738K -$2.79K -24 -0.4%
BCM
1320
BluePath Capital Management
Georgia
$738K -$168K -1,445 -19%
CB
1321
Centennial Bank
Arkansas
$737K -$8.02K -69 -1%
AB
1322
Atlas Brown
Kentucky
$737K -$108K -931 -13%
PPWP
1323
Premier Path Wealth Partners
New Jersey
$736K +$6.16K +53 +0.9%
CI Investments Inc
1324
CI Investments Inc
Ontario, Canada
$731K +$3.14K +27 +0.5%
WWMSC
1325
Wagner Wealth Management (South Carolina)
South Carolina
$730K -$465 -4 -0.1%