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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
CCS
1776
Concentric Capital Strategies
Connecticut
$542K -$10.5M -60,489 -95%
AWM
1777
Accel Wealth Management
Iowa
$542K +$2.43K +14 +0.4%
Obermeyer Wealth Partners
1778
Obermeyer Wealth Partners
Colorado
$539K -$3.48K -20 -0.6%
OIS
1779
Okabena Investment Services
Minnesota
$539K – – –
CFS
1780
CRA Financial Services
New Jersey
$537K +$23.6K +136 +4%
GC
1781
Garde Capital
Washington
$536K – – –
PCM
1782
Payne Capital Management
New York
$535K +$113K +650 +25%
FA
1783
Fermata Advisors
California
$535K +$562K +3,234 New
OFG
1784
Oxford Financial Group
Indiana
$534K -$410K -2,360 -42%
LSWP
1785
Liberty Square Wealth Partners
Pennsylvania
$533K -$41K -236 -7%
EWA
1786
Exit Wealth Advisors
Georgia
$532K +$5.56K +32 +1%
SI
1787
Severin Investments
Missouri
$532K -$24.5K -141 -4%
LWMNY
1788
Landmark Wealth Management (New York)
New York
$532K +$559K +3,215 New
SCM
1789
Silvant Capital Management
Georgia
$531K – – –
BWA
1790
Basecamp Wealth Advisors
Washington
$531K -$869 -5 -0.2%
FFS
1791
Founders Financial Securities
Maryland
$530K +$44.5K +256 +8%
RWB
1792
RMR Wealth Builders
New Jersey
$530K -$4.52K -26 -0.8%
SIC
1793
Sterling Investment Counsel
New York
$530K -$40.8K -235 -7%
Kayne Anderson Rudnick Investment Management
1794
Kayne Anderson Rudnick Investment Management
California
$529K -$156K -895 -22%
AHL
1795
Abel Hall LLC
Louisiana
$529K +$203K +1,166 +57%
LSV Asset Management
1796
LSV Asset Management
Illinois
$529K – – –
PWM
1797
Pines Wealth Management
North Carolina
$529K -$92.8K -534 -14%
CFS
1798
Commonwealth Financial Services
West Virginia
$528K +$68.3K +393 +14%
MW
1799
Marble Wealth
Alabama
$528K -$363K -2,090 -40%
SIC
1800
Sigma Investment Counselors
Michigan
$526K -$62.2K -358 -10%