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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
BSTWA
1501
Blake Schutter Theil Wealth Advisors
Ohio
$524K +$502K +4,318 New
CH
1502
Cromwell Holdings
Wyoming
$524K – – –
SAW
1503
Signal Advisors Wealth
Michigan
$523K +$501K +4,311 New
LA
1504
Lifeworks Advisors
Michigan
$523K +$12.9K +111 +3%
TPWA
1505
TRUE Private Wealth Advisors
Oregon
$521K -$581K -5,000 -54%
AIM
1506
Avity Investment Management
Connecticut
$521K – – –
WA
1507
WBH Advisory
Maryland
$521K -$54.5K -469 -10%
CWA
1508
Centennial Wealth Advisory
Michigan
$519K +$17.3K +149 +4%
WW
1509
Westshore Wealth
California
$518K – – –
EFL
1510
ERn Financial LLC
Wisconsin
$518K -$13.7K -118 -3%
ECM
1511
Elgethun Capital Management
South Dakota
$516K +$2.09K +18 +0.4%
HPIA
1512
Hamilton Point Investment Advisors
North Carolina
$516K – – –
RMC
1513
Resources Management Corp
Connecticut
$516K – – –
GPFA
1514
Game Plan Financial Advisors
Ohio
$514K +$15.7K +135 +3%
SC
1515
Schulhoff & Co
Ohio
$513K +$232 +2 +0%
MA
1516
MBA Advisors
Pennsylvania
$513K -$60.2K -518 -11%
WDG
1517
Wealth Dimensions Group
Ohio
$513K – – –
GWM
1518
Gray Wealth Management
Maine
$512K +$7.32K +63 +2%
WAL
1519
W Advisors LLC
Tennessee
$511K +$6.97K +60 +1%
EWM
1520
Executive Wealth Management
Michigan
$508K +$486K +4,187 New
PAG
1521
Powers Advisory Group
Illinois
$508K -$3.37K -29 -0.7%
SFWA
1522
Summit Financial Wealth Advisors
Louisiana
$507K +$1.05K +9 +0.2%
LSA
1523
Lansing Street Advisors
Pennsylvania
$507K +$24.7K +213 +5%
CCG
1524
Ceeto Capital Group
Florida
$507K -$30.1K -259 -6%
VSQM
1525
V-Square Quantitative Management
Illinois
$503K +$253K +2,174 +110%
59 60
61
62 63