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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
GBWM
1726
Granite Bay Wealth Management
New Hampshire
$646K +$355K +2,045 +134%
GGI
1727
Godsey & Gibb Inc
Virginia
$646K -$9.19K -53 -1%
RFO
1728
RiverGlades Family Offices
Florida
$644K +$104K +600 +20%
KAS
1729
KPP Advisory Services
Kentucky
$644K -$96.6K -557 -14%
GPWM
1730
Grant Private Wealth Management
California
$644K +$70.9K +409 +13%
AWM
1731
Avior Wealth Management
Nebraska
$643K -$186K -1,070 -23%
FFA
1732
Fi3 Financial Advisors
Indiana
$643K +$6.29M +36,276 +1,992%
CT
1733
Coastline Trust
Rhode Island
$643K -$60.7K -350 -9%
CG
1734
CFO4Life Group
Texas
$639K -$106K -609 -15%
LPT
1735
Legacy Private Trust
Wisconsin
$639K -$6.24K -36 -1%
PIMG
1736
Patriot Investment Management Group
Tennessee
$638K – – –
RC
1737
Roundview Capital
New Jersey
$638K +$86.7K +500 +17%
WP
1738
Westmount Partners
California
$638K +$2.25K +13 +0.4%
RFP
1739
Root Financial Partners
California
$634K -$30K -173 -5%
FFA
1740
Florida Financial Advisors
Florida
$632K +$158K +911 +35%
JLBC
1741
J.L. Bainbridge & Co
Florida
$632K – – –
OWP
1742
ORG Wealth Partners
Texas
$631K +$88.8K +512 +17%
SAW
1743
Signal Advisors Wealth
Michigan
$630K +$221K +1,276 +58%
PCS
1744
Private Client Services
Kentucky
$630K +$34K +196 +6%
XWM
1745
Xcel Wealth Management
Florida
$630K -$5.9K -34 -1%
VWWMG
1746
Vermillion & White Wealth Management Group
Pennsylvania
$630K +$1.56K +9 +0.3%
C1AG
1747
Client 1st Advisory Group
Florida
$628K +$93.8K +541 +18%
FA
1748
Fermata Advisors
California
$627K +$40.6K +234 +7%
FFP
1749
Forbes Financial Planning
Rhode Island
$626K – – –
BCM
1750
Buckhead Capital Management
Georgia
$626K +$867 +5 +0.1%
68 69
70
71 72