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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1801
Okabena Investment Services
Minnesota
$589K – – –
BFO
1802
Biltmore Family Office
North Carolina
$587K -$14.2K -82 -2%
OWP
1803
Obermeyer Wealth Partners
Colorado
$587K -$2.25K -13 -0.4%
GPW
1804
Genesis Private Wealth
Virginia
$586K +$61.9K +357 +12%
PCM
1805
Payne Capital Management
New York
$585K – – –
MW
1806
Marble Wealth
Alabama
$584K +$6.94K +40 +1%
OFG
1807
Oxford Financial Group
Indiana
$584K – – –
TCMP
1808
Thrive Capital Management (Pennsylvania)
Pennsylvania
$584K -$16.8K -97 -3%
LWMNY
1809
Landmark Wealth Management (New York)
New York
$582K – – –
AWAU
1810
Alliance Wealth Advisors (Utah)
Utah
$581K -$21.5K -124 -4%
SCM
1811
Silvant Capital Management
Georgia
$581K – – –
AP
1812
Anchyra Partners
Georgia
$581K +$58.4K +337 +12%
GA
1813
Goldstein Advisors
Wisconsin
$580K +$73.2K +422 +15%
BCMLT
1814
Beacon Capital Management LLC (Tennessee)
Tennessee
$580K -$21.7K -125 -4%
WPA
1815
West Paces Advisors
Georgia
$579K +$58.4K +337 +12%
WAG
1816
Wallace Advisory Group
California
$579K -$140K -806 -20%
MAG
1817
Meadowbrook Advisors Group
New Jersey
$578K +$88.8K +512 +19%
SIC
1818
Sterling Investment Counsel
New York
$577K -$2.25K -13 -0.4%
OAS
1819
Optivise Advisory Services
Tennessee
$576K +$82.6K +476 +18%
1SB
1820
1ST Source Bank
Indiana
$575K -$21.9K -126 -4%
SA
1821
Strategic Advisors
New York
$570K +$173 +1 +0%
PWM
1822
Pines Wealth Management
North Carolina
$566K -$12K -69 -2%
XWL
1823
XXI Wealth LLC
Illinois
$564K +$48.6K +280 +10%
KLCM
1824
KG&L Capital Management
Louisiana
$563K -$307K -1,771 -36%
MFP
1825
Meramec Financial Planners
Missouri
$563K -$12.8K -74 -3%
71 72
73
74 75