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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1476
Lantz Financial
Illinois
$555K -$125K -1,078 -19%
WAG
1477
Wheelhouse Advisory Group
Missouri
$554K -$33.6K -289 -6%
CHA
1478
Carmichael Hill & Associates
Maryland
$553K +$1.39K +12 +0.3%
EDRIA
1479
Edmonds Duncan Registered Investment Advisors
Kansas
$553K – – –
DAM
1480
Diamant Asset Management
Connecticut
$552K – – –
JLBC
1481
J.L. Bainbridge & Co
Florida
$550K +$220K +1,893 +72%
RI
1482
Ridgewood Investments
New Jersey
$549K -$11.7K -101 -2%
WFM
1483
Wolff Financial Management
Michigan
$549K +$526K +4,523 New
CCA
1484
Cobblestone Capital Advisors
New York
$547K +$44.3K +381 +9%
UF
1485
Univest Financial
Pennsylvania
$547K +$71.3K +614 +16%
MSG
1486
Main Street Group
Virginia
$544K +$7.32K +63 +1%
9WM
1487
9258 Wealth Management
Ohio
$544K +$116 +1 +0%
MA
1488
MJP Associates
Connecticut
$543K +$6.39K +55 +1%
OWA
1489
Opal Wealth Advisors
New York
$539K +$250K +2,152 +94%
KIA
1490
KCM Investment Advisors
California
$535K -$6.51K -56 -1%
HFO
1491
Heritage Family Offices
Arizona
$534K – – –
CIA
1492
Cohen Investment Advisors
New Hampshire
$532K -$117K -1,004 -19%
RIA
1493
Regal Investment Advisors
Michigan
$532K -$52.4K -451 -9%
CWM
1494
Chesapeake Wealth Management
Virginia
$532K +$29.3K +252 +6%
HGWM
1495
Horst & Graben Wealth Management
Oregon
$532K +$5K +43 +1%
CCA
1496
Clearwater Capital Advisors
Illinois
$532K +$509K +4,379 New
BWP
1497
BSW Wealth Partners
Colorado
$531K +$47.5K +409 +10%
AA
1498
Advisory Alpha
Michigan
$531K +$39.4K +339 +8%
EA
1499
Everpar Advisors
Oklahoma
$526K -$92.5K -796 -16%
TF
1500
Trek Financial
Arizona
$525K +$24.6K +212 +5%
58 59
60
61 62