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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1701
One Wealth Advisors
California
$209K -$8.68K -91 -3%
RW
1702
Rede Wealth
Virginia
$209K – – –
PBO
1703
Peoples Bank (Ohio)
Ohio
$209K +$19.5K +204 +9%
MCWS
1704
McKinley Carter Wealth Services
West Virginia
$208K -$4.29K -45 -2%
CCM
1705
Cohen Capital Management
California
$208K – – –
SWM
1706
Sugarloaf Wealth Management
Georgia
$208K +$6.01K +63 +3%
RC
1707
Roundview Capital
New Jersey
$208K +$33.8K +354 +16%
LRIA
1708
Leonard Rickey Investment Advisors
Washington
$207K +$6.39K +67 +3%
WA
1709
Wealth Advisors
California
$206K – – –
CI
1710
Carroll Investors
South Carolina
$206K +$233K +2,438 New
MC
1711
Maverick Capital
Texas
$206K +$237K +2,485 New
SA
1712
Strategic Advisors
New York
$206K +$237K +2,485 New
EWM
1713
Evermay Wealth Management
Virginia
$205K -$1.43K -15 -0.6%
MCM
1714
Marathon Capital Management
Maryland
$205K – – –
APC
1715
Aspire Private Capital
North Carolina
$204K +$12.3K +129 +6%
RIA
1716
Richwood Investment Advisors
Ohio
$203K -$17.2K -180 -7%
CSB
1717
City State Bank
Iowa
$203K – – –
SAM
1718
Security Asset Management
New York
$201K -$22.4K -235 -9%
SAM
1719
SignalPoint Asset Management
Missouri
$201K -$13.3K -139 -5%
LPT
1720
Legacy Private Trust
Wisconsin
$201K – – –
S
1721
SimplyRich
California
$201K – – –
DBRC
1722
D.B. Root & Company
Pennsylvania
$200K -$6.87K -72 -3%
EW
1723
Enzi Wealth
Texas
$200K +$202K +2,122 New
BAM
1724
Bellevue Asset Management
Washington
$195K +$191 +2 +0.1%
UCB
1725
United Community Bank
South Carolina
$190K – – –
67 68
69
70 71