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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1901
GYL Financial Synergies
Connecticut
– -$207K -2,495 Closed
AMG
1902
Advisors Management Group
Wisconsin
– -$205K -2,475 Closed
CT
1903
Cambridge Trust
Massachusetts
– -$205K -2,472 Closed
WTFG
1904
Wells Trecaso Financial Group
Ohio
– -$202K -2,436 Closed
LFASL
1905
Lugano Financial Advisors SA (LFA)
Switzerland
– -$182K -2,200 Closed
FPCG
1906
Fort Pitt Capital Group
Pennsylvania
– -$160K -1,936 Closed
D
1907
Diversified
Delaware
– -$123K -1,637 Closed
BWA
1908
Burt Wealth Advisors
Maryland
– -$125K -1,513 Closed
PS
1909
Planned Solutions
California
– -$121K -1,465 Closed
FTDI
1910
First Trust Direct Indexing
Massachusetts
– -$113K -1,364 Closed
FWM
1911
ForthRight Wealth Management
Georgia
– -$111K -1,335 Closed
GWM
1912
Greenhouse Wealth Management
Connecticut
– -$111K -1,335 Closed
TI
1913
tru Independence
Oregon
– -$99 -1,198 Closed
RA
1914
Rational Advisors
New York
– -$98K -1,178 Closed
NICM
1915
Neo Ivy Capital Management
New York
– -$85K -1,025 Closed
SIAG
1916
Safeguard Investment Advisory Group
California
– -$84K -1,020 Closed
RPWA
1917
Regent Peak Wealth Advisors
Georgia
– -$83K -1,005 Closed
CWM
1918
Curi Wealth Management
North Carolina
– -$77K -933 Closed
SFPG
1919
Stonebridge Financial Planning Group
Florida
– -$66K -800 Closed
EA
1920
Elm Advisors
California
– -$59K -713 Closed
BSSFA
1921
Baron Silver Stevens Financial Advisors
Florida
– -$57K -693 Closed
OIM
1922
Oder Investment Management
California
– -$57K -688 Closed
SIAG
1923
Signet Investment Advisory Group
Rhode Island
– -$52K -625 Closed
CYG
1924
Clean Yield Group
Vermont
– -$46K -551 Closed
BWM
1925
Birchcreek Wealth Management
Ohio
– -$40K -489 Closed
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