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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1851
Baystate Wealth Management
Massachusetts
$51K -$65.7K -703 -57%
JIR
1852
James Investment Research
Ohio
$51K – – –
NFSG
1853
Newbridge Financial Services Group
Florida
$51K +$12.2K +130 +32%
CH
1854
Canton Hathaway
Rhode Island
$50K – – –
EBA
1855
Eagle Bay Advisors
New York
$49K -$330K -3,533 -87%
HC
1856
Hoese & Co
Minnesota
$48K – – –
OIA
1857
Optimum Investment Advisors
Illinois
$48K – – –
LFG
1858
Larson Financial Group
Missouri
$48K +$17K +182 +57%
KFS
1859
Kelly Financial Services
Massachusetts
$47K – – –
BWA
1860
BDO Wealth Advisors
Florida
$46K -$109K -1,165 -71%
MFT
1861
Moisand Fitzgerald Tamayo
Florida
$46K – – –
WWMSC
1862
Wagner Wealth Management (South Carolina)
South Carolina
$46K +$26.2K +280 +137%
IFS
1863
Intelligent Financial Strategies
Minnesota
$45K +$43.9K +470 New
CYG
1864
Clean Yield Group
Vermont
$43K – – –
FFA
1865
Freedman Financial Associates
Massachusetts
$43K – – –
BWL
1866
Bogart Wealth LLC
Virginia
$42K – – –
CFRPA
1867
Castle Financial & Retirement Planning Associates
New Jersey
$42K +$37.9K +406 New
DWA
1868
Delos Wealth Advisors
Texas
$42K +$41K +439 New
PCA
1869
Providence Capital Advisors
North Carolina
$40K +$2.15K +23 +6%
CA
1870
Crewe Advisors
Utah
$40K +$11.7K +125 +42%
ACA
1871
Atlas Capital Advisors
Wyoming
$39K +$14.2K +152 +59%
ADL
1872
Asset Dedication LLC
California
$39K -$28K -300 -42%
PWMG
1873
Prestige Wealth Management Group
New Jersey
$39K -$4.86K -52 -11%
MTWM
1874
Masso Torrence Wealth Management
New Jersey
$39K +$38K +407 New
SPA
1875
Shore Point Advisors
New Jersey
$39K +$38.3K +410 New
73 74
75
76 77