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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Aprio Wealth Management
Georgia
$415K +$121K +1,233 +43%
CPSAC
1502
Chas P. Smith & Associates (CPS)
Florida
$414K -$47.7K -488 -11%
GCIM
1503
Gunn & Company Investment Management
Florida
$414K +$399K +4,082 New
CCG
1504
Catalina Capital Group
California
$413K +$20.4K +209 +5%
NGA
1505
Naples Global Advisors
Florida
$413K -$132K -1,347 -25%
APW
1506
Axim Planning & Wealth
Ohio
$413K – – –
SWM
1507
Silverlake Wealth Management
Vermont
$413K -$782 -8 -0.2%
AT
1508
Arvest Trust
Oklahoma
$413K +$1.27K +13 +0.3%
FAT
1509
First American Trust
California
$412K +$10.9K +111 +3%
CTA
1510
Chesley Taft & Associates
Illinois
$412K – – –
HOWA
1511
Heritage Oak Wealth Advisors
Florida
$411K +$397K +4,059 New
TWM
1512
Tradition Wealth Management
Minnesota
$411K +$31.9K +326 +9%
RC
1513
Rovin Capital
Arizona
$411K +$397K +4,057 New
OL
1514
OneFund LLC
Florida
$411K +$5.87K +60 +2%
WFS
1515
Widmann Financial Services
Maryland
$410K – – –
LJAC
1516
L.J. Altfest & Co
New York
$409K -$13.5K -138 -3%
AA
1517
Advisory Alpha
Michigan
$408K +$35.5K +363 +10%
SFI
1518
SPC Financial Inc
Maryland
$408K +$32.7K +334 +9%
SFFS
1519
Stonehage Fleming Financial Services
Jersey
$407K +$393K +4,017 New
TFA
1520
Toth Financial Advisory
Virginia
$405K -$1.86K -19 -0.5%
MG
1521
Marex Group
$405K -$6.85M -70,050 -95%
HFS
1522
Howard Financial Services
Texas
$405K +$8.12K +83 +2%
CCG
1523
Coastwise Capital Group
California
$404K -$293 -3 -0.1%
BMCM
1524
Burns Matteson Capital Management
New York
$403K -$32.4K -331 -8%
CC
1525
Courier Capital
New York
$402K -$4.59K -47 -1%
59 60
61
62 63