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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1501
Spark Investment Management
New York
$240K – – –
FWM
1502
Focused Wealth Management
New York
$240K +$2.26K +29 +1%
YWP
1503
YorkBridge Wealth Partners
New York
$240K +$226K +2,900 New
SAM
1504
SignalPoint Asset Management
Missouri
$239K -$14K -180 -6%
SWM
1505
Sanctuary Wealth Management
Idaho
$239K – – –
MG
1506
Mather Group
Illinois
$238K -$26.7K -343 -11%
GIA
1507
GHP Investment Advisors
Colorado
$238K -$7.47K -96 -3%
MSFS
1508
Main Street Financial Solutions
Pennsylvania
$238K +$224K +2,875 New
IFWM
1509
Institute for Wealth Management
Colorado
$237K -$73.6K -945 -25%
CHAM
1510
Clear Harbor Asset Management
Connecticut
$237K – – –
TFS
1511
TrustCore Financial Services
Tennessee
$237K – – –
B
1512
Bailard
California
$237K +$9.34K +120 +4%
VC
1513
Vestor Capital
Illinois
$237K +$11.4K +147 +5%
LFA
1514
Legacy Financial Advisors
Kentucky
$237K +$12.4K +159 +6%
EWM
1515
Elite Wealth Management
Washington
$235K +$3.27K +42 +2%
9WM
1516
9258 Wealth Management
Ohio
$234K -$27.9K -359 -11%
DA
1517
Detalus Advisors
Missouri
$234K +$7.24K +93 +3%
MLFP
1518
MPS Loria Financial Planners
Illinois
$233K +$3.04K +39 +1%
GG
1519
Greenwood Gearhart
Arkansas
$232K +$218K +2,800 New
FNB
1520
Farmers National Bank
Kentucky
$231K +$217K +2,790 New
MCM
1521
Marathon Capital Management
Maryland
$230K – – –
GP
1522
Greenline Partners
New York
$230K +$1.09K +14 +0.5%
NG
1523
NatWest Group
United Kingdom
$228K -$402K -5,163 -65%
FNBOO
1524
First National Bank of Omaha
Nebraska
$228K -$104K -1,330 -33%
EWA
1525
ERTS Wealth Advisors
Michigan
$228K -$14K -180 -6%
59 60
61
62 63