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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1701
WealthPlan Investment Management
Nebraska
$261K -$5.66K -60 -2%
PTP
1702
Platform Technology Partners
New York
$261K -$14.4K -153 -6%
LRIA
1703
Leonard Rickey Investment Advisors
Washington
$261K +$7.74K +82 +3%
PP
1704
PDS Planning
Ohio
$259K -$10.9K -115 -4%
SW
1705
SlateStone Wealth
Florida
$259K +$241K +2,557 New
ASC
1706
Atalanta Sosnoff Capital
New York
$259K – – –
PWM
1707
Prentice Wealth Management
New York
$258K +$240K +2,547 New
PP
1708
Pegasus Partners
Wisconsin
$256K – – –
WP
1709
WealthPLAN Partners
Nebraska
$256K +$238K +2,519 New
JF
1710
Jump Financial
Illinois
$255K -$1.49M -15,797 -86%
EL
1711
Essex LLC
Illinois
$254K +$237K +2,509 New
PBO
1712
Peoples Bank (Ohio)
Ohio
$253K -$472 -5 -0.2%
FUBT
1713
First United Bank & Trust
Maryland
$253K -$5.66K -60 -2%
CCM
1714
Cohen Capital Management
California
$253K – – –
BA
1715
Birinyi Associates
Connecticut
$253K -$23.6K -250 -9%
PEA
1716
Park Edge Advisors
Ohio
$253K +$236K +2,498 New
SA
1717
Strategic Advisors
New York
$252K +$94 +1 +0%
WA
1718
Wealth Advisors
California
$251K – – –
MCM
1719
Marathon Capital Management
Maryland
$250K -$472 -5 -0.2%
RW
1720
Rede Wealth
Virginia
$248K -$5.76K -61 -2%
MMA
1721
Miracle Mile Advisors
California
$248K -$12.6K -133 -5%
CCG
1722
Coastwise Capital Group
California
$248K -$41.5K -440 -15%
RIA
1723
Richwood Investment Advisors
Ohio
$247K – – –
ACP
1724
Aveo Capital Partners
Colorado
$247K +$230K +2,440 New
CI
1725
Carroll Investors
South Carolina
$247K – – –
67 68
69
70 71