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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1626
ArchPoint Investors
Florida
$213K +$223K +2,216 New
SL
1627
Salomon & Ludwin
Virginia
$213K +$226K +2,246 New
AWM
1628
AllSquare Wealth Management
New York
$212K – – –
KM
1629
Kalos Management
Georgia
$212K +$229K +2,277 New
RWA
1630
River Wealth Advisors
Pennsylvania
$211K +$224K +2,223 New
TWM
1631
Tradition Wealth Management
Minnesota
$210K +$201 +2 +0.1%
GSC
1632
Ground Swell Capital
South Carolina
$210K +$223K +2,220 New
IA
1633
Insight Advisors
Pennsylvania
$209K -$402 -4 -0.2%
ACM
1634
Argyle Capital Management
Pennsylvania
$209K – – –
NG
1635
NatWest Group
United Kingdom
$209K – – –
ICG
1636
InterOcean Capital Group
Tennessee
$209K +$18.6K +185 +9%
ATFA
1637
All Terrain Financial Advisors
Minnesota
$207K -$151K -1,503 -41%
CWS
1638
Cypress Wealth Services
California
$206K -$651K -6,475 -75%
CWA
1639
Centennial Wealth Advisory
Michigan
$206K +$10.3K +102 +5%
SIS
1640
Sound Income Strategies
Florida
$206K +$20.9K +208 +11%
BA
1641
Ballast Advisors
Minnesota
$205K -$11.6K -115 -5%
SAM
1642
SignalPoint Asset Management
Missouri
$205K +$10.1K +100 +5%
ACM
1643
Ativo Capital Management
Illinois
$204K +$217K +2,154 New
SCM
1644
Stonebridge Capital Management
California
$203K -$121K -1,200 -36%
SCI
1645
Stableford Capital II
Arizona
$203K – – –
CC
1646
Callan Capital
California
$202K – – –
LC
1647
Landaas & Company
Wisconsin
$202K – – –
KOC
1648
Koss-Olinger Consulting
Florida
$201K +$604 +6 +0.3%
HCMT
1649
Highland Capital Management (Tennessee)
Tennessee
$200K +$5.63K +56 +3%
GFP
1650
Gryphon Financial Partners
Ohio
$199K +$210K +2,089 New
64 65
66
67 68