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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
1926
Tower View Wealth Management
Wisconsin
$65K – – –
TCCM
1927
Timber Creek Capital Management
Massachusetts
$63.3K – – –
RWM
1928
Ruedi Wealth Management
Illinois
$63.2K – – –
KFS
1929
Kelly Financial Services
Massachusetts
$58.5K +$10.7K +107 +22%
KC
1930
Kenfarb & Co
Kentucky
$58.4K – – –
TC
1931
Tacita Capital
Ontario, Canada
$57K – – –
WPWM
1932
Western Pacific Wealth Management
Illinois
$57K – – –
C
1933
Covestor
United Kingdom
$53K +$7.17K +72 +15%
NA
1934
Nordwand Advisors
Pennsylvania
$52.6K -$1.1M -11,083 -95%
BWM
1935
Baystate Wealth Management
Massachusetts
$52.6K +$15.4K +155 +40%
GWSA
1936
Global Wealth Strategies & Associates
Colorado
$51.5K – – –
BWA
1937
BDO Wealth Advisors
Florida
$51.3K -$3.89K -39 -7%
JIR
1938
James Investment Research
Ohio
$51K -$797 -8 -1%
ADL
1939
Asset Dedication LLC
California
$51K – – –
CH
1940
Canton Hathaway
Rhode Island
$51K – – –
BSC
1941
Brown Shipley & Co
United Kingdom
$50.6K +$51.8K +520 New
2L
1942
25 LLC
Missouri
$49.6K +$51.7K +519 New
CJL
1943
Cyrus J. Lawrence
New York
$49K -$83K -833 -62%
CG
1944
Cutler Group
California
$49K +$50.2K +504 New
HC
1945
Hoese & Co
Minnesota
$48.6K – – –
OIA
1946
Optimum Investment Advisors
Illinois
$48.6K – – –
TLA
1947
Tanglewood Legacy Advisors
Texas
$47.4K – – –
IFS
1948
Intelligent Financial Strategies
Minnesota
$46.3K – – –
BAM
1949
Baldrige Asset Management
Pennsylvania
$44K -$21.5K -216 -32%
AFS
1950
Annapolis Financial Services
Maryland
$42.8K -$299 -3 -0.7%
76 77
78
79 80