We are live on ! Find out more
PM icon

Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1701
Moss Adams Wealth Advisors
Washington
$438K +$46.7K +370 +11%
CFD
1702
Creative Financial Designs
Indiana
$437K +$9.21K +73 +2%
PIA
1703
Powell Investment Advisors
Florida
$437K – – –
JSAM
1704
J. Safra Asset Management
New York
$435K +$203K +1,611 +80%
RCWM
1705
Royal Capital Wealth Management
Indiana
$434K -$7.07K -56 -2%
CSC
1706
Caldwell Sutter Capital
California
$433K – – –
VHAM
1707
Van Hulzen Asset Management
California
$431K – – –
CPA
1708
Capital Planning Advisors
California
$431K -$445K -3,528 -50%
WCF
1709
West Coast Financial
California
$431K – – –
S
1710
Sunpointe
Missouri
$431K -$33.4K -265 -7%
CFGW
1711
Chancellor Financial Group WB
Pennsylvania
$430K +$451K +3,572 New
FMI
1712
F/M Investments
District of Columbia
$430K +$56.3K +446 +14%
FFA
1713
Fragasso Financial Advisors
Pennsylvania
$430K +$28.9K +229 +7%
BMC
1714
Benin Management Corp
Connecticut
$429K – – –
MWM
1715
Maridea Wealth Management
New York
$428K +$449K +3,560 New
MFG
1716
Magnus Financial Group
New York
$427K +$448K +3,550 New
GJIA
1717
Glass Jacobson Investment Advisors
Maryland
$427K +$126 +1 +0%
WDL
1718
Well Done LLC
Michigan
$427K – – –
FWM
1719
Foguth Wealth Management
Michigan
$425K +$36.2K +287 +9%
GFA
1720
Gallagher Fiduciary Advisors
Illinois
$425K +$60.4K +479 +16%
APW
1721
Austin Private Wealth
Texas
$425K +$71K +563 +19%
AL
1722
ADE LLC
Maryland
$424K – – –
I
1723
InceptionR
California
$423K -$1.8M -14,272 -80%
AWM
1724
Accel Wealth Management
Iowa
$422K +$3.79K +30 +0.9%
CIA
1725
Cape Investment Advisory
Georgia
$420K +$42.1K +334 +11%
67 68
69
70 71