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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1726
Xcel Wealth Management
Florida
$581K +$48K +276 +9%
M1FG
1727
Mach-1 Financial Group
Arkansas
$581K -$1.41M -8,108 -70%
WP
1728
Westmount Partners
California
$581K +$1.56K +9 +0.3%
WCM
1729
Wallace Capital Management
Texas
$581K – – –
EWM
1730
Elmwood Wealth Management
California
$580K -$2.26K -13 -0.4%
IIM
1731
Invariant Investment Management
Pennsylvania
$578K +$218K +1,253 +54%
JLBC
1732
J.L. Bainbridge & Co
Florida
$577K +$1.39K +8 +0.2%
EB
1733
Emprise Bank
Kansas
$577K – – –
VWWMG
1734
Vermillion & White Wealth Management Group
Pennsylvania
$574K -$3.13K -18 -0.5%
PWC
1735
Pathfinder Wealth Consulting
North Carolina
$573K +$4.87K +28 +0.8%
FFP
1736
Forbes Financial Planning
Rhode Island
$572K – – –
GGA
1737
Granite Group Advisors
Connecticut
$572K -$1.56K -9 -0.2%
BCM
1738
Buckhead Capital Management
Georgia
$571K -$10.4K -60 -2%
MHIC
1739
Marble Harbor Investment Counsel
Massachusetts
$569K – – –
KTC
1740
Kentucky Trust Company
Kentucky
$567K -$8.17K -47 -1%
MFWP
1741
Mosaic Family Wealth Partners
Missouri
$566K +$371K +2,134 +165%
BMC
1742
Benin Management Corp
Connecticut
$566K +$12.3K +71 +2%
GIM
1743
Generali Investments Management
Slovenia
$566K -$7.82K -45 -1%
KFA
1744
Krane Funds Advisors
New York
$565K +$189K +1,088 +44%
FDCP
1745
Foster Dykema Cabot & Partners
Massachusetts
$565K – – –
AWM
1746
Adams Wealth Management
Utah
$564K +$21.4K +123 +4%
HCM
1747
Howland Capital Management
Massachusetts
$564K -$10.9K -63 -2%
CPA
1748
Capital Planning Advisors
California
$563K -$28.3K -163 -5%
FSAG
1749
Financial Solutions Advisory Group
Illinois
$563K +$592K +3,408 New
BBA
1750
Baader Bank Aktiengesellschaft
Germany
$563K -$676K -3,891 -53%
68 69
70
71 72