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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1926
Roundview Capital
New Jersey
$312K -$14.1K -112 -4%
BFWA
1927
Benchmark Financial Wealth Advisors
Florida
$312K +$3.66K +29 +1%
GA
1928
Goldstein Advisors
Wisconsin
$311K -$3.66K -29 -1%
OL
1929
Optas LLC
Texas
$311K +$47.8K +379 +17%
TWM
1930
Trueblood Wealth Management
Ohio
$311K -$6.81K -54 -2%
TFGT
1931
TS Financial Group (TSFG)
Illinois
$311K -$11.9K -94 -4%
CPWA
1932
Cerro Pacific Wealth Advisors
California
$311K -$46.9K -372 -13%
WWM
1933
Whalen Wealth Management
Nevada
$310K +$126 +1 +0%
GWM
1934
GK Wealth Management
Nevada
$309K +$324K +2,570 New
WOC
1935
West Oak Capital
California
$309K -$2.52K -20 -0.8%
BWP
1936
Barlow Wealth Partners
Kentucky
$308K -$85.2K -675 -21%
OPWM
1937
Oxinas Partners Wealth Management
Indiana
$307K +$35.8K +284 +13%
ASC
1938
Atalanta Sosnoff Capital
New York
$306K – – –
TC
1939
Trilogy Capital
California
$306K +$2.27K +18 +0.7%
EL
1940
EWA LLC
Pennsylvania
$306K +$29.5K +234 +10%
NAMP
1941
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$306K -$9.71K -77 -3%
MBI
1942
May Barnhard Investments
Maryland
$306K +$3.53K +28 +1%
TW
1943
Transform Wealth
Colorado
$304K +$315K +2,500 New
NRI
1944
NFP Retirement Inc
California
$304K +$757 +6 +0.2%
AGA
1945
Arkos Global Advisors
Texas
$304K – – –
CIAS
1946
CFS Investment Advisory Services
New Jersey
$304K +$757 +6 +0.2%
BTD
1947
BankPlus Trust Department
Mississippi
$303K +$318K +2,519 New
PIFP
1948
Partners in Financial Planning
Virginia
$303K – – –
FA
1949
Fiduciary Alliance
South Carolina
$303K +$79.2K +628 +33%
HA
1950
Huntleigh Advisors
Missouri
$302K +$317K +2,513 New
76 77
78
79 80