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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1701
Platform Technology Partners
New York
$219K – – –
SOW
1702
State of Wyoming
Wyoming
$219K +$35.2K +377 +20%
TIA
1703
Tandem Investment Advisors
South Carolina
$219K +$215K +2,304 New
AIP
1704
Almanack Investment Partners
Pennsylvania
$218K – – –
OPOWM
1705
One Plus One Wealth Management
Florida
$218K – – –
BAM
1706
Bellevue Asset Management
Washington
$218K +$93 +1 +0%
SN
1707
Sittner & Nelson
Oregon
$217K +$280 +3 +0.1%
NIM
1708
Northeast Investment Management
Massachusetts
$216K -$69.6K -745 -25%
FCFC
1709
First Citizens Financial Corp
Iowa
$216K -$4.3K -46 -2%
ICG
1710
InterOcean Capital Group
Tennessee
$215K +$5.33K +57 +3%
CWS
1711
Cypress Wealth Services
California
$214K +$8.04K +86 +4%
LAM
1712
L2 Asset Management
Massachusetts
$212K -$255K -2,726 -55%
PPW
1713
Parcion Private Wealth
Washington
$212K -$9.81K -105 -5%
IA
1714
Insight Advisors
Pennsylvania
$212K +$561 +6 +0.3%
FPOC
1715
Financial Planners of Cleveland
Ohio
$212K +$194K +2,078 New
FAG
1716
Fortitude Advisory Group
Washington
$211K +$207K +2,214 New
TWM
1717
Tradition Wealth Management
Minnesota
$210K +$187 +2 +0.1%
QT
1718
Quantamental Technologies
New York
$210K +$206K +2,208 New
AWM
1719
AllSquare Wealth Management
New York
$209K -$3.65K -39 -2%
ACM
1720
Argyle Capital Management
Pennsylvania
$209K – – –
NG
1721
NatWest Group
United Kingdom
$209K – – –
DJSG
1722
D.J. St. Germain
Massachusetts
$207K -$32.1K -343 -14%
SCI
1723
Stableford Capital II
Arizona
$207K – – –
TDC
1724
Thompson Davis & Co
Virginia
$206K +$203K +2,169 New
BA
1725
Ballast Advisors
Minnesota
$205K – – –
67 68
69
70 71