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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
1576
Heritage Family Offices
Arizona
$530K – – –
RIA
1577
Regal Investment Advisors
Michigan
$529K +$1.64K +13 +0.3%
RBI
1578
Raiffeisen Bank International
Austria
$529K +$556K +4,408 New
WWM
1579
Western Wealth Management
Colorado
$527K -$68.3K -541 -11%
CCA
1580
Clearwater Capital Advisors
Illinois
$527K – – –
UF
1581
Univest Financial
Pennsylvania
$527K -$16K -127 -3%
LF
1582
Lantz Financial
Illinois
$526K -$25.7K -204 -4%
HPIA
1583
Hamilton Point Investment Advisors
North Carolina
$526K +$14.4K +114 +3%
SW
1584
Simplicity Wealth
New Jersey
$522K -$237K -1,881 -30%
BSTWA
1585
Blake Schutter Theil Wealth Advisors
Ohio
$520K – – –
WA
1586
WBH Advisory
Maryland
$520K +$3.41K +27 +0.6%
CH
1587
Cromwell Holdings
Wyoming
$520K – – –
RWM
1588
Rockline Wealth Management
New York
$519K +$22.7K +180 +4%
GWM
1589
Gray Wealth Management
Maine
$519K +$12K +95 +2%
PTC
1590
Petrus Trust Company
Texas
$519K +$171K +1,359 +46%
JFGIW
1591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$518K +$29.6K +235 +6%
TPWA
1592
TRUE Private Wealth Advisors
Oregon
$517K +$126 +1 +0%
AIM
1593
Avity Investment Management
Connecticut
$517K – – –
SA
1594
Strategic Advisors
New York
$517K +$25.2K +200 +5%
HAM
1595
Hickory Asset Management
Ohio
$515K +$540K +4,281 New
ECM
1596
Elgethun Capital Management
South Dakota
$514K +$2.02K +16 +0.4%
WW
1597
Westshore Wealth
California
$513K – – –
DCM
1598
Driehaus Capital Management
Illinois
$513K +$538K +4,266 New
WAM
1599
Weiss Asset Management
Massachusetts
$513K +$538K +4,264 New
VIA
1600
Virtus Investment Advisers
Connecticut
$511K +$246K +1,950 +85%
62 63
64
65 66