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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1751
Bellevue Asset Management
Washington
$225K +$96 +1 +0%
CCA
1752
Cottonwood Capital Advisors
Utah
$224K +$4.59K +48 +2%
UCB
1753
United Community Bank
South Carolina
$224K – – –
OPOWM
1754
One Plus One Wealth Management
Florida
$224K – – –
SEIA
1755
Signature Estate & Investment Advisors
California
$223K -$7.17K -75 -3%
AA
1756
Addison Advisors
Vermont
$222K +$2.96K +31 +1%
F4L
1757
Fortune 45 LLC
Louisiana
$222K -$83K -869 -28%
FCFC
1758
First Citizens Financial Corp
Iowa
$221K +$217K +2,267 New
UCI
1759
Uncommon Cents Investing
Wisconsin
$221K +$217K +2,266 New
GFP
1760
Gryphon Financial Partners
Ohio
$221K +$2.48K +26 +1%
RFA
1761
Resurgent Financial Advisors
Georgia
$221K -$15.6K -163 -7%
CA
1762
Crewe Advisors
Utah
$220K -$54.6K -571 -20%
CD
1763
Chapin Davis
Maryland
$220K – – –
RSWM
1764
Robertson Stephens Wealth Management
California
$220K -$102K -1,072 -33%
FWM
1765
Finer Wealth Management
Massachusetts
$219K – – –
CIA
1766
Cladis Investment Advisory
Montana
$218K +$213K +2,229 New
IAS
1767
Investment Advisory Services
Texas
$217K +$212K +2,221 New
P
1768
&Partners
Tennessee
$216K +$764 +8 +0.4%
HHRDM
1769
H&H Retirement Design & Management
Nevada
$216K +$1.15K +12 +0.6%
RW
1770
Rede Wealth
Virginia
$215K -$23.9K -250 -10%
ACM
1771
Argyle Capital Management
Pennsylvania
$215K – – –
TFCP
1772
Twin Focus Capital Partners
Massachusetts
$215K +$210K +2,200 New
PP
1773
Patron Partners
Texas
$214K – – –
CF
1774
Clarity Financial
Texas
$214K +$209K +2,192 New
CICI
1775
Capital Investment Counsel Inc
North Carolina
$214K -$23K -241 -10%
69 70
71
72 73