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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
1801
First Command Advisory Services
Texas
$198K +$206K +2,138 New
WAM
1802
WFA Asset Management
Wisconsin
$190K +$2.5K +26 +1%
VSQM
1803
V-Square Quantitative Management
Illinois
$190K +$197K +2,048 New
GM
1804
GeoWealth Management
Illinois
$189K -$439K -4,566 -69%
MHR
1805
Matthew Hamilton Rosenberg
$186K +$96 +1 +0%
BCMLT
1806
Beacon Capital Management LLC (Tennessee)
Tennessee
$185K – – –
CWM
1807
CarsonAllaria Wealth Management
Illinois
$181K -$1.83K -19 -1%
PCTC
1808
Perkins Coie Trust Company
Washington
$180K +$180K +1,871 +2,399%
HGERS
1809
Householder Group Estate & Retirement Specialist
Arizona
$176K +$183K +1,898 New
CB
1810
Community Bank
New York
$175K – – –
AGWCA
1811
Annis Gardner Whiting Capital Advisors
Florida
$171K +$175K +1,819 New
SIS
1812
Sound Income Strategies
Florida
$169K -$3.95K -41 -2%
TIM
1813
Thompson Investment Management
Wisconsin
$165K – – –
SN
1814
Sittner & Nelson
Oregon
$163K +$1.06K +11 +0.6%
SC
1815
Stephens Consulting
Michigan
$161K +$55.7K +579 +50%
OA
1816
Operose Advisors
Wisconsin
$161K +$136K +1,410 +435%
AAP
1817
Arax Advisory Partners
Colorado
$159K +$5.87K +61 +4%
GFL
1818
Granite FO LLC
New Hampshire
$157K – – –
POIA
1819
Pin Oak Investment Advisors
Texas
$157K +$7.12K +74 +5%
NFSG
1820
Newbridge Financial Services Group
Florida
$156K -$19K -197 -10%
LWANC
1821
Laurel Wealth Advisors (North Carolina)
North Carolina
$155K – – –
CWC
1822
Carolinas Wealth Consulting
North Carolina
$154K +$192 +2 +0%
UIA
1823
Ulland Investment Advisors
Minnesota
$150K – – –
MIM
1824
Meridiem Investment Management
United Kingdom
$148K – – –
SGC
1825
Slocum, Gordon & Co
Rhode Island
$146K – – –
71 72
73
74 75