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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
1376
Clark Capital Management Group
Pennsylvania
$239K +$7.68K +92 +3%
9WM
1377
9258 Wealth Management
Ohio
$239K +$300K +3,586 New
FIB
1378
First Interstate Bank
Montana
$238K -$61K -730 -17%
FLPIM
1379
F.L. Putnam Investment Management
Massachusetts
$238K -$28.9K -346 -9%
CA
1380
Clearstead Advisors
Ohio
$237K -$169K -2,018 -36%
SAM
1381
SignalPoint Asset Management
Missouri
$237K -$16.2K -194 -5%
S
1382
Surevest
California
$237K +$297K +3,557 New
KL
1383
KWMG LLC
Kansas
$234K – – –
WWM
1384
Western Wealth Management
Colorado
$234K +$293K +3,513 New
BWM
1385
BigSur Wealth Management
Florida
$233K – – –
AWE
1386
Avidian Wealth Enterprises
Texas
$233K +$1K +12 +0.3%
IWA
1387
Intercontinental Wealth Advisors
Texas
$232K -$14.4K -172 -5%
NL
1388
NWAM LLC
Washington
$232K +$8.1K +97 +3%
HCM
1389
Hodges Capital Management
Texas
$230K -$20.9K -250 -7%
SCM
1390
Southport Capital Management
Tennessee
$230K +$2K +24 +0.7%
CAL
1391
Capital Advisors Ltd
Ohio
$229K -$131K -1,565 -31%
RTS
1392
Round Table Services
New Jersey
$229K -$122K -1,465 -30%
TWM
1393
Torch Wealth Management
Ohio
$229K – – –
VWA
1394
V Wealth Advisors
Kansas
$228K – – –
SWMG
1395
Strategic Wealth Management Group
Maryland
$228K +$286K +3,420 New
FAT
1396
First American Trust
California
$227K +$25.1K +300 +10%
HI
1397
Hendershot Investments
Virginia
$226K -$16.7K -200 -6%
SMH
1398
Sanders Morris Harris
Texas
$225K -$107K -1,276 -27%
FWM
1399
Focused Wealth Management
New York
$225K +$54K +647 +24%
BI
1400
Ballast Inc
Kentucky
$224K +$275K +3,297 New
54 55
56
57 58