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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1401
Howard Financial Services
Texas
$388K +$43.2K +432 +12%
SA
1402
Syntax Advisors
New York
$387K -$48.1K -481 -10%
VCG
1403
Vantage Consulting Group
Virginia
$387K -$48.1K -481 -10%
CAL
1404
Capital Advisors Ltd
Ohio
$387K +$4.6K +46 +1%
CA
1405
Clearstead Advisors
Ohio
$387K +$33.4K +334 +9%
APW
1406
Atlantic Private Wealth
North Carolina
$386K – – –
SG
1407
Stonnington Group
California
$385K +$380K +3,800 New
AWM
1408
Accurate Wealth Management
Florida
$384K +$64.7K +647 +19%
KCM
1409
Kathmere Capital Management
Pennsylvania
$383K +$52.6K +526 +15%
CWM
1410
Calamos Wealth Management
Illinois
$382K -$12K -120 -3%
WFS
1411
Widmann Financial Services
Maryland
$382K – – –
FPAS
1412
Focus Partners Advisor Solutions
Missouri
$382K +$406K +4,062 New
SEC
1413
Seven Eight Capital
New York
$381K +$406K +4,060 New
CA
1414
Callahan Advisors
Texas
$380K +$50.1K +501 +14%
KWM
1415
Kolinsky Wealth Management
New Jersey
$380K +$67.6K +676 +20%
PFO
1416
Pathstone Family Office
New Jersey
$377K -$68.1K -681 -15%
PCS
1417
Personal CFO Solutions
New Jersey
$377K +$52.9K +529 +15%
LWA
1418
Lenox Wealth Advisors
New York
$376K +$700 +7 +0.2%
DI
1419
DFPG Investments
Utah
$376K +$22.1K +221 +6%
AWE
1420
Avidian Wealth Enterprises
Texas
$375K -$99K -990 -20%
TWA
1421
TCI Wealth Advisors
Arizona
$375K +$500 +5 +0.1%
JWA
1422
JFS Wealth Advisors
Pennsylvania
$375K +$45.5K +455 +13%
CCFCSB
1423
Cape Cod Five Cents Savings Bank
Massachusetts
$371K -$7.8K -78 -2%
BWP
1424
BSW Wealth Partners
Colorado
$371K – – –
TF
1425
TimeScale Financial
Massachusetts
$370K +$4.8K +48 +1%
55 56
57
58 59