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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1726
Xcel Wealth Management
Florida
$558K – – –
OFG
1727
Oxford Financial Group
Indiana
$557K +$6.06K +36 +1%
EL
1728
EWA LLC
Pennsylvania
$557K -$37.9K -225 -6%
HCM
1729
Howland Capital Management
Massachusetts
$555K -$324K -1,926 -36%
FFP
1730
Forbes Financial Planning
Rhode Island
$555K -$31.6K -188 -5%
LMKC
1731
L.M. Kohn & Company
Ohio
$554K -$712K -4,233 -55%
CA
1732
Centerpoint Advisors
Massachusetts
$554K -$8.41K -50 -1%
GWP
1733
Gateway Wealth Partners
Wisconsin
$549K +$192K +1,142 +51%
VWWMG
1734
Vermillion & White Wealth Management Group
Pennsylvania
$548K +$6.56K +39 +1%
HWA
1735
Heartwood Wealth Advisors
Virginia
$548K +$3.53K +21 +0.6%
CT
1736
Coastline Trust
Rhode Island
$547K – – –
EB
1737
Eastern Bank
Massachusetts
$546K -$9.76K -58 -2%
SWA
1738
Strategies Wealth Advisors
Michigan
$545K -$231K -1,370 -29%
BTWM
1739
Baker Tilly Wealth Management
Wisconsin
$544K -$70.7K -420 -11%
BMC
1740
Benin Management Corp
Connecticut
$544K – – –
PIM
1741
Penobscot Investment Management
Massachusetts
$543K -$1.01K -6 -0.2%
NFSG
1742
Newbridge Financial Services Group
Florida
$540K +$2.52K +15 +0.5%
AL
1743
ADE LLC
Maryland
$538K -$19.2K -114 -3%
FFG
1744
Frisch Financial Group
New York
$537K +$2.52K +15 +0.5%
ACM
1745
Aster Capital Management
United Arab Emirates
$537K +$330K +1,963 +145%
CAWM
1746
Capital Advisors Wealth Management
Washington
$537K +$64.8K +385 +13%
MA
1747
MONECO Advisors
Connecticut
$536K -$87.3K -519 -14%
CBT
1748
Crews Bank & Trust
Florida
$536K – – –
PAS
1749
PKS Advisory Services
New York
$536K +$74.2K +441 +15%
FMB
1750
Field & Main Bank
Kentucky
$535K – – –
68 69
70
71 72