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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1726
United Community Bank
South Carolina
$226K -$77.5K -760 -25%
OPOWM
1727
One Plus One Wealth Management
Florida
$226K – – –
BAM
1728
Bellevue Asset Management
Washington
$226K +$102 +1 +0%
JGIA
1729
Jackson Grant Investment Advisers
Connecticut
$225K -$8.77K -86 -4%
KFI
1730
Key Financial Inc
Pennsylvania
$225K +$12.7K +125 +6%
CCA
1731
Cottonwood Capital Advisors
Utah
$224K – – –
CFD
1732
Creative Financial Designs
Indiana
$224K +$189K +1,852 +448%
TCM
1733
Triumph Capital Management
Colorado
$223K -$20.7K -203 -8%
AWM
1734
AllSquare Wealth Management
New York
$223K – – –
FAG
1735
Fortitude Advisory Group
Washington
$223K +$2.85K +28 +1%
OWA
1736
Opal Wealth Advisors
New York
$223K +$230K +2,260 New
P
1737
&Partners
Tennessee
$221K +$228K +2,236 New
ACI
1738
Alpha Cubed Investments
California
$220K -$17.1K -168 -7%
SIS
1739
Sound Income Strategies
Florida
$218K +$23.1K +227 +11%
IA
1740
Insight Advisors
Pennsylvania
$217K -$2.45K -24 -1%
ACM
1741
Argyle Capital Management
Pennsylvania
$217K – – –
NG
1742
NatWest Group
United Kingdom
$217K – – –
DJSG
1743
D.J. St. Germain
Massachusetts
$216K – – –
BA
1744
Ballast Advisors
Minnesota
$216K +$2.65K +26 +1%
BAM
1745
Byrne Asset Management
New Jersey
$216K +$54K +530 +32%
BOPW
1746
Brandywine Oak Private Wealth
Pennsylvania
$215K -$102 -1 -0%
AA
1747
Addison Advisors
Vermont
$215K +$2.55K +25 +1%
FAN
1748
Financial Advisors Network
California
$214K +$221K +2,169 New
EWM
1749
EPG Wealth Management
Georgia
$213K -$38K -373 -15%
CFA
1750
Compass Financial Advisors
Indiana
$213K – – –
68 69
70
71 72