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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
1601
Field & Main Bank
Kentucky
$318K +$6.91K +75 +2%
AAG
1602
Armstrong Advisory Group
Massachusetts
$318K -$34.1K -370 -10%
MFGP
1603
Marshall Financial Group (Pennsylvania)
Pennsylvania
$318K +$311K +3,378 New
SSWM
1604
Strait & Sound Wealth Management
California
$318K -$8.75K -95 -3%
BFM
1605
Boothbay Fund Management
New York
$318K +$80.2K +871 +35%
RWMG
1606
Redwood Wealth Management Group
New Jersey
$317K +$645 +7 +0.2%
MIM
1607
Marco Investment Management
Georgia
$317K +$24K +261 +8%
BFA
1608
Bragg Financial Advisors
North Carolina
$316K -$46.1K -500 -13%
PWP
1609
Private Wealth Partners
California
$316K – – –
WIM
1610
Westside Investment Management
California
$315K – – –
DA
1611
Detalus Advisors
Missouri
$315K -$11.3K -123 -4%
SFG
1612
Sovereign Financial Group
Connecticut
$314K -$194K -2,110 -39%
WDL
1613
Well Done LLC
Michigan
$314K +$1.57K +17 +0.5%
BDA
1614
Borer Denton & Associates
Pennsylvania
$314K -$4.88K -53 -2%
CCA
1615
Cottonwood Capital Advisors
Utah
$314K +$47.4K +514 +18%
TI
1616
Truepoint Inc
Ohio
$313K -$89K -966 -22%
OFW
1617
Omnia Family Wealth
Florida
$313K -$17K -184 -5%
BW
1618
Basepoint Wealth
Iowa
$313K -$59.5K -646 -16%
OFS
1619
OneAscent Financial Services
Alabama
$312K +$306K +3,318 New
NQWM
1620
Northwest Quadrant Wealth Management
Oregon
$312K -$1.66K -18 -0.5%
WFPG
1621
Waller Financial Planning Group
Ohio
$311K – – –
MA
1622
MCF Advisors
Kentucky
$311K +$41.1K +446 +16%
TFM
1623
TFC Financial Management
Massachusetts
$311K -$1.47K -16 -0.5%
EWA
1624
ERTS Wealth Advisors
Michigan
$311K +$29.3K +318 +11%
JWA
1625
JFS Wealth Advisors
Pennsylvania
$311K -$8.94K -97 -3%
63 64
65
66 67