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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1526
Lansing Street Advisors
Pennsylvania
$402K +$62.4K +638 +19%
BWP
1527
BSW Wealth Partners
Colorado
$402K – – –
IPW
1528
Inlet Private Wealth
Florida
$401K – – –
CA
1529
Carson Advisory
Georgia
$399K -$1.37K -14 -0.4%
ZIG
1530
Zullo Investment Group
Pennsylvania
$399K – – –
WP
1531
WealthShield Partners
North Carolina
$397K -$8.41K -86 -2%
BHWM
1532
Bar Harbor Wealth Management
New Hampshire
$397K +$9.78K +100 +3%
TVM
1533
True Vision MN
Minnesota
$397K +$378K +3,868 New
RSWM
1534
Robertson Stephens Wealth Management
California
$397K +$25K +256 +7%
WCM
1535
Wallace Capital Management
Texas
$396K -$4.89K -50 -1%
HIC
1536
Holderness Investments Company
North Carolina
$395K +$6.16K +63 +2%
UF
1537
Univest Financial
Pennsylvania
$394K – – –
CA
1538
Centerpoint Advisors
Massachusetts
$394K +$29.3K +300 +8%
CFO
1539
Callan Family Office
Pennsylvania
$392K +$378K +3,865 New
CCA
1540
Childress Capital Advisors
Texas
$391K +$22.5K +230 +6%
CNB
1541
Camden National Bank
Maine
$391K +$377K +3,857 New
AWE
1542
Avidian Wealth Enterprises
Texas
$390K +$376K +3,850 New
EDRH
1543
Edmond de Rothschild Holding
Switzerland
$390K – – –
GCM
1544
Gables Capital Management
Florida
$390K – – –
CA
1545
Callahan Advisors
Texas
$389K +$13.4K +137 +4%
BCFD
1546
Boit C.F. David
$387K – – –
SAI
1547
Savvy Advisors Inc
New York
$385K +$125K +1,282 +51%
HIS
1548
Horizon Investment Services
Indiana
$385K -$15K -153 -4%
SIG
1549
Sargent Investment Group
Maryland
$384K +$7.82K +80 +2%
LIA
1550
LBMC Investment Advisors
Tennessee
$383K +$2.64K +27 +0.7%
60 61
62
63 64