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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
ACS
1951
Archford Capital Strategies
Illinois
$483K +$54.1K +312 +13%
LJCM
1952
Lee Johnson Capital Management
Texas
$482K – – –
DM
1953
Diversified Management
Wisconsin
$482K -$704K -4,060 -60%
EIA
1954
Edgemoor Investment Advisors
Maryland
$482K – – –
RWP
1955
Revolve Wealth Partners
New Jersey
$481K +$25.8K +149 +6%
CC
1956
Commons Capital
Massachusetts
$478K – – –
NEWAS
1957
N.E.W. Advisory Services
Wisconsin
$478K -$1.21K -7 -0.3%
ALC
1958
Alexander Labrunerie & Co
Missouri
$478K -$31K -179 -6%
5NPW
1959
55 North Private Wealth
Florida
$478K +$176K +1,017 +63%
TVPW
1960
Third View Private Wealth
Connecticut
$477K +$89.7K +517 +24%
TWM
1961
Trueblood Wealth Management
Ohio
$477K +$31.6K +182 +7%
WMA
1962
Wealth Management Associates
New Jersey
$476K +$60.5K +349 +15%
JF
1963
JMN Financial
Ohio
$475K +$42.7K +246 +10%
LFA
1964
Laraway Financial Advisors
Minnesota
$475K – – –
Walleye Trading
1965
Walleye Trading
New York
$475K +$455K +2,625 New
CSF
1966
Capital Squared Financial
Maryland
$475K +$867 +5 +0.2%
CPG
1967
Cornerstone Planning Group
New Jersey
$474K -$5.72K -33 -1%
MCM
1968
Manchester Capital Management
Vermont
$473K +$867 +5 +0.2%
OCM
1969
Orion Capital Management
California
$473K +$1.04K +6 +0.2%
AWM
1970
Ariadne Wealth Management
California
$472K -$20.1K -116 -4%
CBT
1971
Crews Bank & Trust
Florida
$471K -$121K -700 -21%
BAM
1972
Bosun Asset Management
Illinois
$470K – – –
HA
1973
Huntleigh Advisors
Missouri
$469K +$1.04K +6 +0.2%
GA
1974
GSG Advisors
New Jersey
$469K -$17.5K -101 -4%
IPW
1975
Intergy Private Wealth
Colorado
$469K +$72.7K +419 +19%