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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1926
Valley Wealth Managers
New Jersey
$50.6K -$51.5K -546 -52%
OIA
1927
Optimum Investment Advisors
Illinois
$50.6K – – –
KFS
1928
Kelly Financial Services
Massachusetts
$50.1K – – –
HC
1929
Hoese & Co
Minnesota
$50K – – –
TLA
1930
Tanglewood Legacy Advisors
Texas
$49.3K +$46K +487 New
RFS
1931
Retirement Financial Solutions
Tennessee
$48.9K +$45.6K +483 New
IFS
1932
Intelligent Financial Strategies
Minnesota
$48.2K – – –
C
1933
Covestor
United Kingdom
$48K +$283 +3 +0.6%
AF
1934
Affiance Financial
Minnesota
$47.6K +$44.4K +470 New
MCM
1935
MV Capital Management
Maryland
$46.3K -$24.4K -259 -36%
WHG
1936
Westwood Holdings Group
Texas
$46K +$43K +456 New
AFS
1937
Annapolis Financial Services
Maryland
$44.8K -$4.25K -45 -9%
R
1938
Rebalance
California
$44.8K +$41.8K +443 New
PWMG
1939
Prestige Wealth Management Group
New Jersey
$44.8K -$414K -4,388 -91%
LWP
1940
Lumature Wealth Partners
Georgia
$44.1K – – –
MLA
1941
MB, Levis & Associates
Pennsylvania
$44K +$41K +435 New
TWD
1942
True Wealth Design
Ohio
$43.9K +$41K +434 New
SIM
1943
Studio Investment Management
Illinois
$43.3K +$10.2K +108 +34%
VF
1944
VitalStone Financial
Texas
$42K +$39.6K +420 New
BAAM
1945
Baker Avenue Asset Management
California
$41.1K +$38.3K +406 New
EIM
1946
Essex Investment Management
Massachusetts
$41K – – –
PCA
1947
Providence Capital Advisors
North Carolina
$41K – – –
NSB
1948
Norway Savings Bank
Maine
$40.5K -$23.6K -250 -38%
BCA
1949
Bray Capital Advisors
Florida
$40.5K – – –
NIC
1950
Northwest Investment Counselors
Oregon
$40.5K +$28.3K +300 +300%
76 77
78
79 80