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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1751
Private Client Services
Kentucky
$630K +$34K +196 +6%
XWM
1752
Xcel Wealth Management
Florida
$630K -$5.9K -34 -1%
VWWMG
1753
Vermillion & White Wealth Management Group
Pennsylvania
$630K +$1.56K +9 +0.3%
C1AG
1754
Client 1st Advisory Group
Florida
$628K +$93.8K +541 +18%
FA
1755
Fermata Advisors
California
$627K +$40.6K +234 +7%
FFP
1756
Forbes Financial Planning
Rhode Island
$626K – – –
BCM
1757
Buckhead Capital Management
Georgia
$626K +$867 +5 +0.1%
FDS
1758
Freedom Day Solutions
Texas
$626K +$52K +300 +10%
MHIC
1759
Marble Harbor Investment Counsel
Massachusetts
$623K – – –
SN
1760
Sittner & Nelson
Oregon
$621K +$60.7K +350 +11%
GC
1761
Garde Capital
Washington
$619K +$31.7K +183 +6%
BMC
1762
Benin Management Corp
Connecticut
$619K – – –
TFM
1763
TFC Financial Management
Massachusetts
$619K +$4.86K +28 +0.8%
SIC
1764
Sigma Investment Counselors
Michigan
$618K +$40.6K +234 +7%
FDCP
1765
Foster Dykema Cabot & Partners
Massachusetts
$618K – – –
FSAG
1766
Financial Solutions Advisory Group
Illinois
$617K – – –
LOWM
1767
Laurel Oak Wealth Management
New Jersey
$617K -$40.6K -234 -6%
Vanguard Capital Wealth Advisors
1768
Vanguard Capital Wealth Advisors
Colorado
$615K +$1.21K +7 +0.2%
AAMU
1769
AEGON Asset Management (UK)
United Kingdom
$615K +$6.59K +38 +1%
BEC
1770
Blue Edge Capital
Virginia
$615K -$29.5K -170 -5%
HCM
1771
Howland Capital Management
Massachusetts
$612K -$4.86K -28 -0.8%
EB
1772
Emprise Bank
Kansas
$611K -$18.7K -108 -3%
LJAC
1773
L.J. Altfest & Co
New York
$611K -$2.76M -15,937 -83%
VT
1774
Volterra Technologies
New York
$611K +$586K +3,378 New
ACIM
1775
Azimuth Capital Investment Management
Michigan
$611K -$43.4K -250 -7%