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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
1951
MB, Levis & Associates
Pennsylvania
$42.5K +$199 +2 +0.5%
TWD
1952
True Wealth Design
Ohio
$42.4K +$199 +2 +0.5%
LWP
1953
Lumature Wealth Partners
Georgia
$42.4K – – –
SIM
1954
Studio Investment Management
Illinois
$42.2K – – –
AP
1955
Arlington Partners
Alabama
$41.4K +$42.5K +426 New
AS
1956
Altshuler Shaham
Israel
$40.5K +$41.5K +416 New
EIM
1957
Essex Investment Management
Massachusetts
$39.1K – – –
BCA
1958
Bray Capital Advisors
Florida
$38.9K – – –
PCA
1959
Providence Capital Advisors
North Carolina
$38.9K – – –
BSWA
1960
Bromfield Sneider Wealth Advisors
Massachusetts
$38.3K – – –
JMF
1961
Johnson Midwest Financial
Iowa
$38.2K +$299 +3 +0.8%
BCM
1962
Blume Capital Management
California
$36.4K +$37.3K +374 New
FP
1963
Financial Perspectives
Minnesota
$36K – – –
NC
1964
NewSquare Capital
Pennsylvania
$36K +$20.6K +207 +127%
HF
1965
Halpern Financial
Virginia
$34K -$37.9K -380 -52%
FWA
1966
FSC Wealth Advisors
New York
$34K +$14.9K +150 +75%
BC
1967
Barrett & Company
Rhode Island
$32.1K – – –
FPFS
1968
First Personal Financial Services
North Carolina
$32.1K +$2.99K +30 +10%
PO
1969
Private Ocean
California
$32K +$2.89K +29 +10%
BFPW
1970
BOK Financial Private Wealth
Colorado
$31.8K +$32.2K +323 New
DWA
1971
Delos Wealth Advisors
Texas
$31.5K – – –
OA
1972
Operose Advisors
Wisconsin
$31.5K – – –
MSFP
1973
Mark Sheptoff Financial Planning
Connecticut
$30.9K – – –
SC
1974
Sawyer & Company
Massachusetts
$30K – – –
NL
1975
NVWM LLC
Pennsylvania
$29.6K – – –
77 78
79
80 81