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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
1801
Waypoint Wealth Counsel
Georgia
$213K +$2.59K +26 +1%
FAG
1802
Fortitude Advisory Group
Washington
$212K -$15.4K -155 -7%
FPIS
1803
Financial Planning & Information Services
Wisconsin
$212K -$48.8K -490 -18%
BA
1804
Ballast Advisors
Minnesota
$210K – – –
CFA
1805
Compass Financial Advisors
Indiana
$210K – – –
FWA
1806
FSM Wealth Advisors
Ohio
$209K +$3.99K +40 +2%
ACM
1807
Acrisure Capital Management
Texas
$209K +$214K +2,145 New
CPWA
1808
Cerro Pacific Wealth Advisors
California
$208K +$213K +2,135 New
PPW
1809
Presilium Private Wealth
Pennsylvania
$207K – – –
CC
1810
Commons Capital
Massachusetts
$207K – – –
CHC
1811
City Holding Co
West Virginia
$206K -$19.9K -200 -9%
LC
1812
Landaas & Company
Wisconsin
$206K – – –
AGA
1813
Arkos Global Advisors
Texas
$206K +$211K +2,118 New
YWM
1814
Yoder Wealth Management
California
$206K +$211K +2,116 New
PG
1815
Patten Group
Tennessee
$205K – – –
SAF
1816
Smith Anglin Financial
Texas
$205K +$1.5K +15 +0.7%
MHR
1817
Matthew Hamilton Rosenberg
$204K – – –
RA
1818
Riverstone Advisors
Texas
$204K – – –
HHGA
1819
Halbert Hargrove Global Advisors
California
$204K -$997 -10 -0.5%
YIA
1820
YHB Investment Advisors
Connecticut
$203K – – –
EWM
1821
EPG Wealth Management
Georgia
$202K -$12.9K -129 -6%
FZCM
1822
Flynn Zito Capital Management
New York
$202K -$93K -933 -31%
AI
1823
AdvisorShares Investments
Maryland
$201K +$99.7K +1,000 +94%
FHC
1824
First Heartland Consultants
Missouri
$201K +$1.79K +18 +0.9%
DI
1825
Diligent Investors
California
$200K +$498 +5 +0.2%
71 72
73
74 75