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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1926
Clarity Financial
Texas
$421K – – –
CSF
1927
Capital Squared Financial
Maryland
$421K +$436K +2,594 New
SCA
1928
Stonebridge Capital Advisors
Minnesota
$421K -$2.69K -16 -0.6%
GA
1929
Goldstein Advisors
Wisconsin
$421K -$336 -2 -0.1%
HI
1930
Human Investing
Oregon
$420K -$15.6K -93 -3%
CCA
1931
Clearwater Capital Advisors
Illinois
$419K +$12.3K +73 +3%
AWAG
1932
ARS Wealth Advisors Group
Florida
$418K +$10.4K +62 +2%
HCP
1933
Hardin Capital Partners
South Carolina
$418K -$8.41K -50 -2%
SFG
1934
SNS Financial Group
Minnesota
$418K -$1.01K -6 -0.2%
TSS
1935
Two Sigma Securities
New York
$418K -$1.15M -6,809 -73%
FB
1936
Finward Bancorp
Indiana
$417K – – –
SIS
1937
Sound Income Strategies
Florida
$416K -$30.3K -180 -6%
BFWA
1938
Benchmark Financial Wealth Advisors
Florida
$416K -$673 -4 -0.2%
LT
1939
Legacy Trust
Michigan
$415K +$107K +636 +33%
SWA
1940
Serenus Wealth Advisors
California
$414K – – –
GWA
1941
Gratus Wealth Advisors
Virginia
$413K -$13.5K -80 -3%
RWP
1942
Revolve Wealth Partners
New Jersey
$413K -$3.53K -21 -0.8%
NAMP
1943
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$412K – – –
APM
1944
a16z Perennial Management
California
$411K +$427K +2,536 New
PBK
1945
Peoples Bank (Kansas)
Kansas
$410K -$78.1K -464 -16%
WB
1946
Webster Bank
Connecticut
$410K -$18.5K -110 -4%
OWM
1947
Opes Wealth Management
California
$410K -$6.73K -40 -2%
NMCM
1948
Nicholson Meyer Capital Management
Missouri
$410K – – –
M1FG
1949
Mach-1 Financial Group
Arkansas
$409K -$2.89M -17,195 -87%
IAS
1950
Integrity Advisory Solutions
Texas
$409K +$424K +2,519 New
76 77
78
79 80