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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1801
CRA Financial Services
New Jersey
$494K -$13.1K -78 -2%
DDC
1802
DF Dent & Co
Maryland
$493K +$74.2K +441 +17%
MWM
1803
Maridea Wealth Management
New York
$493K +$258K +1,535 +97%
CAC
1804
Certified Advisory Corp
Florida
$491K +$11.6K +69 +2%
PWM
1805
Partners Wealth Management
California
$491K -$3.03K -18 -0.6%
SM
1806
Sweeney & Michel
California
$490K +$2.52K +15 +0.5%
BWM
1807
BNC Wealth Management
Oregon
$490K – – –
YWM
1808
Yukon Wealth Management
Kansas
$489K -$117K -698 -19%
LWM
1809
LeConte Wealth Management
Tennessee
$489K +$116K +687 +29%
LPT
1810
Legacy Private Trust
Wisconsin
$489K -$8.41K -50 -2%
OIS
1811
Okabena Investment Services
Minnesota
$488K +$8.41K +50 +2%
SFS
1812
Sharp Financial Services
Pennsylvania
$488K +$118K +700 +30%
PWAM
1813
Pinnacle West Asset Management
Wyoming
$487K – – –
LJCM
1814
Lee Johnson Capital Management
Texas
$485K -$1.18K -7 -0.2%
HFM
1815
Hartford Financial Management
Connecticut
$485K – – –
KLI
1816
Kelman-Lazarov Inc
Tennessee
$485K -$7.07K -42 -1%
NQWM
1817
Northwest Quadrant Wealth Management
Oregon
$484K +$3.53K +21 +0.7%
VCWM
1818
Vista Cima Wealth Management
Arizona
$484K +$311K +1,850 +163%
NP
1819
Nilsine Partners
Colorado
$483K +$32K +190 +7%
BM
1820
Berman McAleer
Maryland
$481K +$499K +2,965 New
BCMLT
1821
Beacon Capital Management LLC (Tennessee)
Tennessee
$480K +$1.01K +6 +0.2%
BAAM
1822
Baker Avenue Asset Management
California
$477K +$125K +745 +34%
WP
1823
WealthShield Partners
North Carolina
$477K -$26.9K -160 -5%
CAM
1824
Carret Asset Management
New York
$476K – – –
OTL
1825
Oak Thistle LLC
New York
$476K -$2.43M -14,414 -83%
71 72
73
74 75