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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1401
Syntax Advisors
New York
$387K -$48.1K -481 -10%
VCG
1402
Vantage Consulting Group
Virginia
$387K -$48.1K -481 -10%
CAL
1403
Capital Advisors Ltd
Ohio
$387K +$4.6K +46 +1%
CA
1404
Clearstead Advisors
Ohio
$387K +$33.4K +334 +9%
APW
1405
Atlantic Private Wealth
North Carolina
$386K – – –
SG
1406
Stonnington Group
California
$385K +$380K +3,800 New
AWM
1407
Accurate Wealth Management
Florida
$384K +$64.7K +647 +19%
KCM
1408
Kathmere Capital Management
Pennsylvania
$383K +$52.6K +526 +15%
CWM
1409
Calamos Wealth Management
Illinois
$382K -$12K -120 -3%
WFS
1410
Widmann Financial Services
Maryland
$382K – – –
FPAS
1411
Focus Partners Advisor Solutions
Missouri
$382K +$406K +4,062 New
SEC
1412
Seven Eight Capital
New York
$381K +$406K +4,060 New
CA
1413
Callahan Advisors
Texas
$380K +$50.1K +501 +14%
KWM
1414
Kolinsky Wealth Management
New Jersey
$380K +$67.6K +676 +20%
PFO
1415
Pathstone Family Office
New Jersey
$377K -$68.1K -681 -15%
PCS
1416
Personal CFO Solutions
New Jersey
$377K +$52.9K +529 +15%
LWA
1417
Lenox Wealth Advisors
New York
$376K +$700 +7 +0.2%
DI
1418
DFPG Investments
Utah
$376K +$22.1K +221 +6%
AWE
1419
Avidian Wealth Enterprises
Texas
$375K -$99K -990 -20%
TWA
1420
TCI Wealth Advisors
Arizona
$375K +$500 +5 +0.1%
JWA
1421
JFS Wealth Advisors
Pennsylvania
$375K +$45.5K +455 +13%
CCFCSB
1422
Cape Cod Five Cents Savings Bank
Massachusetts
$371K -$7.8K -78 -2%
BWP
1423
BSW Wealth Partners
Colorado
$371K – – –
TF
1424
TimeScale Financial
Massachusetts
$370K +$4.8K +48 +1%
UF
1425
Univest Financial
Pennsylvania
$368K -$2.5K -25 -0.6%
55 56
57
58 59