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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1351
Center for Financial Planning
Michigan
$560K – – –
SCM
1352
SOL Capital Management
Maryland
$559K +$53.8K +550 +11%
AO
1353
Advisor OS
Illinois
$558K -$3.81K -39 -0.7%
SCM
1354
Schnieders Capital Management
California
$556K – – –
MWA
1355
Midland Wealth Advisors
Illinois
$556K +$314K +3,212 +141%
CWP
1356
Cyndeo Wealth Partners
Florida
$556K -$82.5K -844 -13%
BFC
1357
Bedel Financial Consulting
Indiana
$555K +$5.18K +53 +1%
KP
1358
Keel Point
Alabama
$555K +$233K +2,387 +103%
LWL
1359
Leo Wealth LLC
Texas
$553K +$116K +1,183 +28%
CCM
1360
Coerente Capital Management
Ontario, Canada
$552K -$166K -1,700 -24%
GWSG
1361
GPS Wealth Strategies Group
Colorado
$552K +$13K +133 +3%
ZIC
1362
ZWJ Investment Counsel
Georgia
$551K -$69.9K -715 -12%
AWM
1363
Angeles Wealth Management
California
$550K +$57.7K +590 +12%
LA
1364
LVW Advisors
New York
$550K -$130K -1,333 -20%
UCI
1365
Uncommon Cents Investing
Wisconsin
$548K +$96.8K +990 +22%
BHIA
1366
Birch Hill Investment Advisors
Massachusetts
$547K – – –
EP
1367
Edgestream Partners
New Jersey
$546K -$5.96M -60,984 -92%
SMA
1368
Sage Mountain Advisors
Georgia
$546K +$206K +2,106 +64%
FMLI
1369
Fukoku Mutual Life Insurance
Japan
$545K -$70K -716 -12%
WIC
1370
Woodmont Investment Counsel
Tennessee
$544K -$4.89K -50 -0.9%
FDDB
1371
Fidelity D&D Bancorp
Pennsylvania
$543K -$17K -174 -3%
MCM
1372
Manchester Capital Management
Vermont
$543K +$66.3K +678 +14%
WAM
1373
Wolverine Asset Management
Illinois
$542K -$1.91M -19,551 -79%
DIM
1374
Delta Investment Management
California
$541K +$16.6K +170 +3%
TCM
1375
Traynor Capital Management
Pennsylvania
$539K -$52.5K -537 -9%
53 54
55
56 57