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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1801
Pointe Capital Management
Michigan
$321K – – –
HAC
1802
Harbor Advisory Corp
New Hampshire
$321K – – –
EW
1803
Evoke Wealth
California
$321K +$304K +2,615 New
TWM
1804
Trueblood Wealth Management
Ohio
$321K +$813 +7 +0.3%
FFG
1805
Fiduciary Financial Group
California
$320K +$313K +2,696 New
CC
1806
Commons Capital
Massachusetts
$319K +$58.1K +500 +23%
LPT
1807
Legacy Private Trust
Wisconsin
$318K +$6.39K +55 +2%
EC
1808
EntryPoint Capital
New York
$318K +$278K +2,393 +1,050%
NAMP
1809
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$318K – – –
GA
1810
Goldstein Advisors
Wisconsin
$318K – – –
RWB
1811
RMR Wealth Builders
New Jersey
$316K +$8.6K +74 +3%
PAA
1812
Peregrine Asset Advisers
Oregon
$316K +$58.1K +500 +24%
CWM
1813
Campbell Wealth Management
Virginia
$315K +$302K +2,598 New
LSA
1814
Lion Street Advisors
Texas
$314K -$346K -2,978 -53%
OAM
1815
Occidental Asset Management
California
$314K +$34.5K +297 +13%
WOC
1816
West Oak Capital
California
$314K – – –
LA
1817
Latitude Advisors
Florida
$313K -$581 -5 -0.2%
OWP
1818
ORG Wealth Partners
Texas
$313K +$299K +2,575 New
WWM
1819
Whalen Wealth Management
Nevada
$312K -$77.1K -664 -21%
BFWA
1820
Benchmark Financial Wealth Advisors
Florida
$312K -$15.6K -134 -5%
JF
1821
JSF Financial
California
$311K +$1.39K +12 +0.5%
ASC
1822
Atalanta Sosnoff Capital
New York
$309K -$232 -2 -0.1%
EBA
1823
Eagle Bay Advisors
New York
$309K -$12.5K -108 -4%
CW
1824
Code Waechter
Florida
$308K +$294K +2,534 New
TC
1825
Trilogy Capital
California
$307K -$9.88K -85 -3%
71 72
73
74 75