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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1701
Center for Financial Planning
Michigan
$143K -$31.2K -325 -18%
ATC
1702
Adirondack Trust Company
New York
$143K – – –
FFC
1703
First Financial Corp
Indiana
$142K -$9.6K -100 -7%
TCM
1704
Tradewinds Capital Management
Washington
$140K +$768 +8 +0.6%
RBC
1705
Roble Belko & Company
Pennsylvania
$139K – – –
FCM
1706
Firestone Capital Management
Florida
$137K – – –
AA
1707
Addison Advisors
Vermont
$135K +$131K +1,366 New
JEST
1708
JTC Employer Solutions Trustee
Jersey
$134K +$129K +1,348 New
SB
1709
Strategic Blueprint
Georgia
$133K +$128K +1,339 New
MFA
1710
McClarren Financial Advisors
Pennsylvania
$132K -$96 -1 -0.1%
AI
1711
AdvisorShares Investments
Maryland
$129K – – –
TFO
1712
Tarbox Family Office
California
$126K +$4.7K +49 +4%
SOW
1713
State of Wyoming
Wyoming
$123K -$9.88K -103 -8%
PG
1714
Proffitt & Goodson
Tennessee
$123K – – –
MHR
1715
Matthew Hamilton Rosenberg
$122K – – –
AWM
1716
Atticus Wealth Management
Florida
$119K -$28.8K -300 -20%
ACM
1717
Adalta Capital Management
New York
$119K +$114K +1,190 New
PSB
1718
Piscataqua Savings Bank
New Hampshire
$117K – – –
AAP
1719
Arax Advisory Partners
Colorado
$116K +$112K +1,168 New
RG
1720
Retirement Group
California
$115K – – –
SC
1721
Sierra Capital
Florida
$114K – – –
NOI
1722
Newton One Investments
Delaware
$114K +$64.2K +669 +140%
CWP
1723
Concord Wealth Partners
Virginia
$112K -$864 -9 -0.8%
BWM
1724
Baystate Wealth Management
Massachusetts
$112K +$9.12K +95 +9%
BWM
1725
BerganKDV Wealth Management
Minnesota
$112K +$9.69K +101 +10%
67 68
69
70 71