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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FGWP
1676
Founders Grove Wealth Partners
Virginia
$707K +$118K +690 +22%
GFA
1677
Gallagher Fiduciary Advisors
Illinois
$705K +$42.8K +249 +7%
WAG
1678
Wheelhouse Advisory Group
Missouri
$704K +$7.73K +45 +1%
PAG
1679
Private Advisory Group
Washington
$701K +$661K +3,849 New
LJAC
1680
L.J. Altfest & Co
New York
$701K +$31.4K +183 +5%
KIM
1681
Kane Investment Management
California
$701K +$661K +3,848 New
PMFA
1682
Plante Moran Financial Advisors
Michigan
$700K -$320K -1,865 -33%
MA
1683
MONECO Advisors
Connecticut
$697K -$6.01K -35 -0.9%
PCS
1684
Private Client Services
Kentucky
$696K +$166K +965 +34%
BCFD
1685
Boit C.F. David
$696K – – –
MAG
1686
Mayfair Advisory Group
Alabama
$695K +$859 +5 +0.1%
BI
1687
Beckerman Institutional
New Jersey
$694K – – –
NPFS
1688
Novak & Powell Financial Services
Florida
$692K -$42.8K -249 -6%
VHAM
1689
Van Hulzen Asset Management
California
$691K +$40.7K +237 +7%
LNB
1690
Ledyard National Bank
$688K +$1.03K +6 +0.2%
BTWM
1691
Baker Tilly Wealth Management
Wisconsin
$688K -$47.9K -279 -7%
SIG
1692
Sargent Investment Group
Maryland
$688K +$19.6K +114 +3%
JAG
1693
Journey Advisory Group
Kentucky
$687K -$3.34M -19,441 -84%
LSWP
1694
Liberty Square Wealth Partners
Pennsylvania
$686K – – –
NAG
1695
Northstar Advisory Group
New Jersey
$684K -$4.12K -24 -0.6%
PWP
1696
Phillips Wealth Planners
Mississippi
$684K -$167K -970 -20%
HFO
1697
Heritage Family Offices
Arizona
$683K – – –
HWA
1698
HHM Wealth Advisors
Tennessee
$680K -$14.6K -85 -2%
WWA
1699
Wingate Wealth Advisors
Massachusetts
$679K – – –
CIA
1700
Cape Investment Advisory
Georgia
$679K +$40.4K +235 +7%
66 67
68
69 70