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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1676
Clayton Financial Group
Missouri
$388K +$66.8K +575 +22%
XF
1677
XML Financial
Maryland
$388K -$1.26M -10,805 -77%
RFA
1678
Register Financial Advisors
Georgia
$387K – – –
6F
1679
626 Financial
Michigan
$387K -$13.1K -113 -3%
LRWA
1680
Long Run Wealth Advisors
New York
$386K +$123K +1,060 +50%
HIM
1681
Hillsdale Investment Management
Ontario, Canada
$385K +$234K +2,011 +173%
VWWMG
1682
Vermillion & White Wealth Management Group
Pennsylvania
$384K – – –
MCM
1683
Monument Capital Management
Virginia
$384K +$367K +3,162 New
CIA
1684
Cape Investment Advisory
Georgia
$384K +$53.2K +458 +17%
OFG
1685
Oxford Financial Group
Indiana
$383K -$111K -956 -23%
DA
1686
Detalus Advisors
Missouri
$382K -$11.3K -97 -3%
GWAG
1687
Garrett Wealth Advisory Group
Texas
$382K +$366K +3,150 New
MA
1688
MONECO Advisors
Connecticut
$382K -$2.67K -23 -0.7%
OFS
1689
OneAscent Financial Services
Alabama
$382K +$361K +3,110 New
DBRC
1690
D.B. Root & Company
Pennsylvania
$382K -$720K -6,193 -66%
SM
1691
Sweeney & Michel
California
$382K +$7.9K +68 +2%
TCMP
1692
Thrive Capital Management (Pennsylvania)
Pennsylvania
$381K +$41.1K +354 +13%
FMI
1693
F/M Investments
District of Columbia
$379K – – –
JAG
1694
Journey Advisory Group
Kentucky
$378K – – –
CF
1695
Clarity Financial
Texas
$378K +$96.3K +829 +36%
MIM
1696
Marco Investment Management
Georgia
$377K – – –
GP
1697
Greenline Partners
New York
$377K – – –
BEC
1698
Blue Edge Capital
Virginia
$376K +$38.7K +333 +12%
LWM
1699
Lakeridge Wealth Management
Ohio
$376K -$15.2K -131 -4%
SFG
1700
Sovereign Financial Group
Connecticut
$375K -$27.1K -233 -7%
66 67
68
69 70