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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1601
Washington Trust
Rhode Island
$761K -$116K -670 -14%
TCM
1602
Traynor Capital Management
Pennsylvania
$760K -$54.1K -312 -7%
DAM
1603
Diamant Asset Management
Connecticut
$760K -$123M -706,762 -99%
BC
1604
Blackhill Capital
New Jersey
$760K – – –
SPWM
1605
Smith Partners Wealth Management
North Carolina
$760K – – –
4WM
1606
49 Wealth Management
Texas
$760K -$847K -4,885 -54%
A
1607
Alongside
Texas
$760K +$728K +4,199 New
GWMR
1608
GC Wealth Management RIA
Massachusetts
$759K -$39.2K -226 -5%
HWA
1609
HHM Wealth Advisors
Tennessee
$757K -$7.98K -46 -1%
AWMM
1610
Aegis Wealth Management (Maryland)
Maryland
$755K -$7.46K -43 -1%
AMBIA
1611
Allen Mooney & Barnes Investment Advisors
Georgia
$754K -$462K -2,661 -39%
SFG
1612
SageGuard Financial Group
Tennessee
$753K -$176K -1,012 -20%
APW
1613
Aventura Private Wealth
Florida
$753K -$226K -1,303 -24%
WAM
1614
Wakefield Asset Management
Colorado
$753K +$26.2K +151 +4%
FH
1615
FWG Holdings
Florida
$752K +$676K +3,898 New
PA
1616
Probity Advisors
Texas
$752K -$10.1K -58 -1%
GIP
1617
Greatmark Investment Partners
Georgia
$751K -$4.34K -25 -0.6%
CH
1618
CDKV Holdings
Colorado
$750K – – –
NPFS
1619
Novak & Powell Financial Services
Florida
$749K +$694 +4 +0.1%
ZI
1620
ZEGA Investments
Florida
$748K +$717K +4,137 New
OWA
1621
One Wealth Advisors
California
$747K +$29.1K +168 +4%
AIM
1622
Avity Investment Management
Connecticut
$744K – – –
AFT
1623
Alpha Family Trust
California
$744K – – –
IF
1624
Intrua Financial
Texas
$743K +$34.3K +198 +5%
CWM
1625
Chesapeake Wealth Management
Virginia
$741K -$60.7K -350 -8%
63 64
65
66 67