We are live on ! Find out more
PM icon

Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1726
SignalPoint Asset Management
Missouri
$205K +$93 +1 +0%
ACM
1727
Ativo Capital Management
Illinois
$205K +$280 +3 +0.1%
AP
1728
Appleton Partners
Massachusetts
$205K +$201K +2,153 New
CFA
1729
Compass Financial Advisors
Indiana
$205K +$202K +2,158 New
BCM
1730
BTR Capital Management
California
$203K -$24.3K -260 -11%
LC
1731
Landaas & Company
Wisconsin
$203K – – –
CC
1732
Callan Capital
California
$202K – – –
KOC
1733
Koss-Olinger Consulting
Florida
$202K +$467 +5 +0.2%
MFP
1734
Meridian Financial Partners
Virginia
$202K +$186K +1,990 New
SIS
1735
Sound Income Strategies
Florida
$201K -$4.95K -53 -2%
AA
1736
Addison Advisors
Vermont
$201K +$69K +738 +54%
IWN
1737
Independent Wealth Network
Iowa
$201K +$198K +2,118 New
RA
1738
Riverstone Advisors
Texas
$200K +$196K +2,100 New
HCM
1739
Howland Capital Management
Massachusetts
$200K +$197K +2,103 New
BC
1740
Burleson & Co
California
$192K +$748 +8 +0.4%
CSC
1741
Cove Street Capital
California
$190K -$312K -3,340 -63%
ONST
1742
Old North State Trust
North Carolina
$190K +$125K +1,337 +201%
CWC
1743
Carolinas Wealth Consulting
North Carolina
$185K +$1.96K +21 +1%
WAM
1744
WFA Asset Management
Wisconsin
$185K +$182K +1,942 New
M
1745
MOTCO
Texas
$182K – – –
CWM
1746
CarsonAllaria Wealth Management
Illinois
$180K +$177K +1,896 New
RFA
1747
Reilly Financial Advisors
California
$176K +$14.5K +155 +9%
LWANC
1748
Laurel Wealth Advisors (North Carolina)
North Carolina
$169K – – –
PP
1749
PDS Planning
Ohio
$167K -$26.3K -281 -14%
BAM
1750
Byrne Asset Management
New Jersey
$166K +$163K +1,745 New
68 69
70
71 72