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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
1801
Financial Planning & Information Services
Wisconsin
$200K – – –
FCAS
1802
First Command Advisory Services
Texas
$198K +$206K +2,138 New
WAM
1803
WFA Asset Management
Wisconsin
$190K +$2.5K +26 +1%
VSQM
1804
V-Square Quantitative Management
Illinois
$190K +$197K +2,048 New
GM
1805
GeoWealth Management
Illinois
$189K -$439K -4,566 -69%
MHR
1806
Matthew Hamilton Rosenberg
$186K +$96 +1 +0%
BCMLT
1807
Beacon Capital Management LLC (Tennessee)
Tennessee
$185K – – –
CWM
1808
CarsonAllaria Wealth Management
Illinois
$181K -$1.83K -19 -1%
PCTC
1809
Perkins Coie Trust Company
Washington
$180K +$180K +1,871 +2,399%
HGERS
1810
Householder Group Estate & Retirement Specialist
Arizona
$176K +$183K +1,898 New
CB
1811
Community Bank
New York
$175K – – –
AGWCA
1812
Annis Gardner Whiting Capital Advisors
Florida
$171K +$175K +1,819 New
SIS
1813
Sound Income Strategies
Florida
$169K -$3.95K -41 -2%
TIM
1814
Thompson Investment Management
Wisconsin
$165K – – –
SN
1815
Sittner & Nelson
Oregon
$163K +$1.06K +11 +0.6%
SC
1816
Stephens Consulting
Michigan
$161K +$55.7K +579 +50%
OA
1817
Operose Advisors
Wisconsin
$161K +$136K +1,410 +435%
AAP
1818
Arax Advisory Partners
Colorado
$159K +$5.87K +61 +4%
GFL
1819
Granite FO LLC
New Hampshire
$157K – – –
POIA
1820
Pin Oak Investment Advisors
Texas
$157K +$7.12K +74 +5%
NFSG
1821
Newbridge Financial Services Group
Florida
$156K -$19K -197 -10%
LWANC
1822
Laurel Wealth Advisors (North Carolina)
North Carolina
$155K – – –
CWC
1823
Carolinas Wealth Consulting
North Carolina
$154K +$192 +2 +0%
UIA
1824
Ulland Investment Advisors
Minnesota
$150K – – –
MIM
1825
Meridiem Investment Management
United Kingdom
$148K – – –
71 72
73
74 75