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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1751
Jackson Grant Investment Advisers
Connecticut
$232K +$849 +9 +0.4%
OWA
1752
Opal Wealth Advisors
New York
$232K +$217K +2,295 New
UCB
1753
United Community Bank
South Carolina
$232K – – –
OPOWM
1754
One Plus One Wealth Management
Florida
$232K +$216K +2,292 New
BAM
1755
Bellevue Asset Management
Washington
$232K +$189 +2 +0.1%
LC
1756
Lincoln Capital
Nebraska
$231K +$216K +2,287 New
BAM
1757
Byrne Asset Management
New Jersey
$231K – – –
AWAG
1758
ARS Wealth Advisors Group
Florida
$231K +$215K +2,281 New
CT
1759
Cambridge Trust
Massachusetts
$230K -$1.68M -17,842 -89%
APP
1760
Alpha Paradigm Partners
Illinois
$230K -$402K -4,261 -65%
SAM
1761
Sompo Asset Management
Japan
$230K -$229K -2,430 -52%
BG
1762
Benedetti & Gucer
Georgia
$229K +$214K +2,266 New
FCFC
1763
First Citizens Financial Corp
Iowa
$229K +$214K +2,267 New
CCA
1764
Cottonwood Capital Advisors
Utah
$229K +$213K +2,261 New
AA
1765
Addison Advisors
Vermont
$228K +$2.92K +31 +1%
AWM
1766
AllSquare Wealth Management
New York
$228K – – –
CCFM
1767
Clear Creek Financial Management
Washington
$228K -$71.4K -757 -25%
SIS
1768
Sound Income Strategies
Florida
$225K +$1.51K +16 +0.7%
P
1769
&Partners
Tennessee
$224K +$209K +2,215 New
CMS
1770
Capital Market Strategies
Florida
$224K +$209K +2,212 New
EWM
1771
EPG Wealth Management
Georgia
$224K +$209K +2,211 New
ATC
1772
Adirondack Trust Company
New York
$224K – – –
ACM
1773
Argyle Capital Management
Pennsylvania
$223K +$208K +2,200 New
SAM
1774
Secure Asset Management
Michigan
$223K +$208K +2,200 New
MFGM
1775
Marshall Financial Group (Maryland)
Maryland
$222K +$207K +2,190 New
69 70
71
72 73