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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1551
One Wealth Advisors
California
$487K +$813 +7 +0.2%
SWM
1552
Silverlake Wealth Management
Vermont
$486K -$8.25K -71 -2%
HFS
1553
Howard Financial Services
Texas
$485K – – –
VC
1554
Vestor Capital
Illinois
$484K -$18.4K -158 -4%
WG
1555
Winton Group
United Kingdom
$482K +$156K +1,343 +51%
IPW
1556
Inlet Private Wealth
Florida
$481K – – –
GGI
1557
Godsey & Gibb Inc
Virginia
$479K -$78.1K -672 -15%
LIP
1558
Lighthouse Investment Partners
Florida
$479K +$84.6K +728 +23%
CA
1559
Carson Advisory
Georgia
$479K +$232 +2 +0.1%
TCM
1560
Telos Capital Management
California
$479K +$458K +3,944 New
ZIG
1561
Zullo Investment Group
Pennsylvania
$478K – – –
WP
1562
WealthShield Partners
North Carolina
$477K +$3.25K +28 +0.7%
QWP
1563
Quotient Wealth Partners
Texas
$475K +$41K +353 +10%
WCM
1564
Wallace Capital Management
Texas
$474K – – –
IC
1565
Iconiq Capital
California
$474K +$454K +3,904 New
CC
1566
Courier Capital
New York
$472K -$9.06K -78 -2%
BHWM
1567
Bar Harbor Wealth Management
New Hampshire
$472K -$3.49K -30 -0.8%
NPFS
1568
Novak & Powell Financial Services
Florida
$472K -$33.1K -285 -7%
SIG
1569
Sargent Investment Group
Maryland
$472K +$11.6K +100 +3%
LFGO
1570
Legacy Financial Group (Oklahoma)
Oklahoma
$470K +$103K +886 +33%
FCA
1571
FinTrust Capital Advisors
South Carolina
$469K +$89K +766 +25%
EDRH
1572
Edmond de Rothschild Holding
Switzerland
$467K – – –
S
1573
Sunpointe
Missouri
$467K -$83.7K -720 -16%
GCM
1574
Gables Capital Management
Florida
$467K – – –
CA
1575
Callahan Advisors
Texas
$466K +$232 +2 +0.1%
61 62
63
64 65