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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBI
1776
Baxter Bros Inc
Connecticut
$225K – – –
BAM
1777
Bellevue Asset Management
Washington
$224K +$100 +1 +0%
SPA
1778
Sherbrooke Park Advisers
New York
$224K -$259K -2,600 -53%
UCB
1779
United Community Bank
South Carolina
$223K – – –
OPOWM
1780
One Plus One Wealth Management
Florida
$223K – – –
SFP
1781
Shepherd Financial Partners
Massachusetts
$221K +$227K +2,274 New
KFI
1782
Key Financial Inc
Pennsylvania
$220K – – –
TL
1783
Tradewinds LLC
North Carolina
$220K -$1.16M -11,680 -84%
AWM
1784
AllSquare Wealth Management
New York
$219K – – –
CD
1785
Chapin Davis
Maryland
$219K +$224K +2,252 New
CCA
1786
Cottonwood Capital Advisors
Utah
$219K -$997 -10 -0.4%
AA
1787
Addison Advisors
Vermont
$219K -$897 -9 -0.4%
FWM
1788
Finer Wealth Management
Massachusetts
$218K +$224K +2,243 New
GFP
1789
Gryphon Financial Partners
Ohio
$218K +$12.4K +124 +6%
LC
1790
Lincoln Capital
Nebraska
$218K -$4.98K -50 -2%
OL
1791
Optas LLC
Texas
$216K +$24.6K +247 +12%
LSIA
1792
LaSalle St. Investment Advisors
Illinois
$216K +$222K +2,224 New
P
1793
&Partners
Tennessee
$214K -$997 -10 -0.5%
BSSFA
1794
Baron Silver Stevens Financial Advisors
Florida
$214K +$220K +2,203 New
ACM
1795
Argyle Capital Management
Pennsylvania
$214K – – –
PP
1796
Patron Partners
Texas
$214K +$219K +2,197 New
NC
1797
NBW Capital
Massachusetts
$213K +$2.39K +24 +1%
HHRDM
1798
H&H Retirement Design & Management
Nevada
$213K +$213K +2,136 New
CT
1799
Cambridge Trust
Massachusetts
$213K -$8.37K -84 -4%
MFGM
1800
Marshall Financial Group (Maryland)
Maryland
$213K – – –
70 71
72
73 74