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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1376
RFG Advisory
Alabama
$314K -$143K -1,777 -33%
NFH
1377
NEXT Financial Holdings
Texas
$314K +$286K +3,552 New
FWP
1378
FAS Wealth Partners
Kansas
$313K -$6.93K -86 -2%
LF
1379
Lantz Financial
Illinois
$313K +$285K +3,537 New
CC
1380
Chicago Capital
Illinois
$312K -$45.9K -570 -14%
RFA
1381
Reilly Financial Advisors
California
$312K -$8.38K -104 -3%
TWM
1382
Torch Wealth Management
Ohio
$312K +$8.05K +100 +3%
SFG
1383
SevenBridge Financial Group
Pennsylvania
$311K -$6.2K -77 -2%
BHWM
1384
Bar Harbor Wealth Management
New Hampshire
$311K +$27.7K +344 +11%
KL
1385
KWMG LLC
Kansas
$310K – – –
CA
1386
Clearstead Advisors
Ohio
$309K -$4.59K -57 -2%
IWA
1387
Intercontinental Wealth Advisors
Texas
$308K +$483 +6 +0.2%
CAL
1388
Capital Advisors Ltd
Ohio
$308K +$4.11K +51 +1%
BWM
1389
BigSur Wealth Management
Florida
$307K – – –
STA
1390
Summit Trail Advisors
New York
$307K +$276K +3,427 New
OPCM
1391
Osborne Partners Capital Management
California
$306K -$4.49M -55,750 -94%
TCOT
1392
Trust Company of Toledo
Ohio
$306K -$84.5K -1,049 -23%
ECM
1393
Evergreen Capital Management
Washington
$306K +$9.99K +124 +4%
WPP
1394
Whalerock Point Partners
Rhode Island
$306K +$26.8K +333 +11%
PMFA
1395
Plante Moran Financial Advisors
Michigan
$306K +$56.4K +700 +25%
HCM
1396
Hodges Capital Management
Texas
$305K – – –
SCM
1397
Southport Capital Management
Tennessee
$305K +$322 +4 +0.1%
VWA
1398
V Wealth Advisors
Kansas
$305K +$24.3K +302 +9%
CCMD
1399
Cypress Capital Management (Delaware)
Delaware
$304K -$35.4K -440 -11%
CCM
1400
Crabel Capital Management
California
$304K +$277K +3,435 New
54 55
56
57 58