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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1926
Optimum Investment Advisors
Illinois
$48.8K – – –
RF
1927
Robinswood Financial
Washington
$48.3K +$47.3K +495 New
CJL
1928
Cyrus J. Lawrence
New York
$48K – – –
TLA
1929
Tanglewood Legacy Advisors
Texas
$47.5K – – –
CCC
1930
Chelsea Counsel Company
California
$47.2K +$45.6K +477 New
IFS
1931
Intelligent Financial Strategies
Minnesota
$46.5K – – –
AP
1932
Arlington Partners
Alabama
$46.5K +$4.78K +50 +12%
PWMG
1933
Prestige Wealth Management Group
New Jersey
$44.6K -$495K -5,181 -92%
CAS
1934
Coppell Advisory Solutions
Texas
$43.4K +$42.4K +444 New
AFS
1935
Annapolis Financial Services
Maryland
$43K – – –
MLA
1936
MB, Levis & Associates
Pennsylvania
$42.6K – – –
LWP
1937
Lumature Wealth Partners
Georgia
$42.6K – – –
SIM
1938
Studio Investment Management
Illinois
$41.5K -$764 -8 -2%
VF
1939
VitalStone Financial
Texas
$41K +$36.3K +380 +950%
EIM
1940
Essex Investment Management
Massachusetts
$39.2K – – –
PCA
1941
Providence Capital Advisors
North Carolina
$39K – – –
JMF
1942
Johnson Midwest Financial
Iowa
$38.8K +$478 +5 +1%
AS
1943
Altshuler Shaham
Israel
$38.6K -$2.01K -21 -5%
BSWA
1944
Bromfield Sneider Wealth Advisors
Massachusetts
$38.5K – – –
TVWM
1945
Tower View Wealth Management
Wisconsin
$38K -$26.9K -282 -42%
SAG
1946
Spotlight Asset Group
Illinois
$37.3K +$36.5K +382 New
BCM
1947
Blume Capital Management
California
$36.5K – – –
FP
1948
Financial Perspectives
Minnesota
$36.1K – – –
FWA
1949
FSC Wealth Advisors
New York
$34.2K – – –
HF
1950
Halpern Financial
Virginia
$34.2K – – –
76 77
78
79 80