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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
1926
Sutton Place Investors
New York
$444K +$58.2K +335 +14%
PWA
1927
Phoenix Wealth Advisors
North Carolina
$443K – – –
GCM
1928
Generation Capital Management
New York
$442K – – –
PPWM
1929
Paragon Private Wealth Management
Kentucky
$442K +$44.3K +255 +11%
MCWA
1930
Meadow Creek Wealth Advisors
Georgia
$442K +$118K +678 +34%
SIS
1931
Sound Income Strategies
Florida
$441K -$32.7K -188 -6%
EWM
1932
Elevatus Welath Management
New York
$441K +$89.8K +517 +24%
LJCM
1933
Lee Johnson Capital Management
Texas
$440K – – –
CBB
1934
Citizens Business Bank
California
$440K -$28K -161 -6%
EC
1935
EntryPoint Capital
New York
$440K -$644K -3,706 -58%
EIA
1936
Edgemoor Investment Advisors
Maryland
$440K – – –
SWM
1937
Sandro Wealth Management
New Jersey
$439K +$142K +816 +44%
LTM
1938
Lotus Technology Management
Florida
$438K -$1.48M -8,497 -76%
NEWAS
1939
N.E.W. Advisory Services
Wisconsin
$438K -$3.48K -20 -0.7%
CC
1940
Commons Capital
Massachusetts
$437K – – –
HWP
1941
Hibernia Wealth Partners
Louisiana
$436K -$11.3K -65 -2%
MWA
1942
Muirfield Wealth Advisors
North Carolina
$435K +$78.7K +453 +21%
ML
1943
McAdam LLC
Pennsylvania
$434K -$157K -901 -26%
LFA
1944
Laraway Financial Advisors
Minnesota
$434K -$52.1K -300 -10%
SIA
1945
SGL Investment Advisors
Montana
$433K +$18.1K +104 +5%
OP
1946
Oldfield Partners
United Kingdom
$433K – – –
AL
1947
Aspiriant LLC
California
$433K +$181K +1,039 +66%
CSF
1948
Capital Squared Financial
Maryland
$433K – – –
MCM
1949
Manchester Capital Management
Vermont
$432K -$366K -2,109 -45%
FM
1950
Family Management
New York
$432K +$60.3K +347 +15%
76 77
78
79 80