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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1676
Pathway Financial Advisors
Vermont
$707K -$326K -1,900 -33%
FGWP
1677
Founders Grove Wealth Partners
Virginia
$707K +$118K +690 +22%
GFA
1678
Gallagher Fiduciary Advisors
Illinois
$705K +$42.8K +249 +7%
WAG
1679
Wheelhouse Advisory Group
Missouri
$704K +$7.73K +45 +1%
PAG
1680
Private Advisory Group
Washington
$701K +$661K +3,849 New
LJAC
1681
L.J. Altfest & Co
New York
$701K +$31.4K +183 +5%
KIM
1682
Kane Investment Management
California
$701K +$661K +3,848 New
PMFA
1683
Plante Moran Financial Advisors
Michigan
$700K -$320K -1,865 -33%
MA
1684
MONECO Advisors
Connecticut
$697K -$6.01K -35 -0.9%
PCS
1685
Private Client Services
Kentucky
$696K +$166K +965 +34%
BCFD
1686
Boit C.F. David
$696K – – –
MAG
1687
Mayfair Advisory Group
Alabama
$695K +$859 +5 +0.1%
BI
1688
Beckerman Institutional
New Jersey
$694K – – –
NPFS
1689
Novak & Powell Financial Services
Florida
$692K -$42.8K -249 -6%
VHAM
1690
Van Hulzen Asset Management
California
$691K +$40.7K +237 +7%
LNB
1691
Ledyard National Bank
$688K +$1.03K +6 +0.2%
BTWM
1692
Baker Tilly Wealth Management
Wisconsin
$688K -$47.9K -279 -7%
SIG
1693
Sargent Investment Group
Maryland
$688K +$19.6K +114 +3%
JAG
1694
Journey Advisory Group
Kentucky
$687K -$3.34M -19,441 -84%
LSWP
1695
Liberty Square Wealth Partners
Pennsylvania
$686K – – –
NAG
1696
Northstar Advisory Group
New Jersey
$684K -$4.12K -24 -0.6%
PWP
1697
Phillips Wealth Planners
Mississippi
$684K -$167K -970 -20%
HFO
1698
Heritage Family Offices
Arizona
$683K – – –
HWA
1699
HHM Wealth Advisors
Tennessee
$680K -$14.6K -85 -2%
WWA
1700
Wingate Wealth Advisors
Massachusetts
$679K – – –
66 67
68
69 70