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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
HF
1951
Halpern Financial
Virginia
$34.2K – – –
QL
1952
Quarry LP
New York
$33.1K -$865K -9,050 -96%
BC
1953
Barrett & Company
Rhode Island
$32.2K – – –
FPFS
1954
First Personal Financial Services
North Carolina
$32.2K – – –
NL
1955
NVWM LLC
Pennsylvania
$32.2K +$2.87K +30 +10%
PO
1956
Private Ocean
California
$32.1K – – –
DWA
1957
Delos Wealth Advisors
Texas
$31.6K – – –
OA
1958
Operose Advisors
Wisconsin
$31.6K – – –
BIA
1959
Bell Investment Advisors
California
$30.9K -$91.1K -953 -75%
PA
1960
PSI Advisors
Florida
$30K -$60.3K -631 -67%
SHIM
1961
Stone House Investment Management
Pennsylvania
$30K +$382 +4 +1%
BFPW
1962
BOK Financial Private Wealth
Colorado
$29.7K -$2.2K -23 -7%
FFA
1963
Fairfield Financial Advisors
Massachusetts
$29.6K +$382 +4 +1%
SC
1964
Sawyer & Company
Massachusetts
$29K – – –
WAS
1965
Winch Advisory Services
Wisconsin
$29K +$96 +1 +0.3%
ADL
1966
Asset Dedication LLC
California
$27K -$23.9K -250 -48%
PIAS
1967
PCA Investment Advisory Services
Ohio
$26.9K +$26.4K +276 New
CTWM
1968
Cherry Tree Wealth Management
Minnesota
$26.3K +$25.7K +269 New
TC
1969
Trust Company
Kansas
$25.8K +$25.2K +264 New
JFA
1970
JNBA Financial Advisors
Minnesota
$24.4K +$9.36K +98 +64%
NRG
1971
Nemes Rush Group
Michigan
$24K +$23.5K +246 New
MCA
1972
Maryland Capital Advisors
Maryland
$23.3K +$22.8K +239 New
TWD
1973
True Wealth Design
Ohio
$23.3K -$18.9K -198 -45%
BWS
1974
Buck Wealth Strategies
Colorado
$23.2K +$19.2K +201 +543%
PP
1975
PFS Partners
New Jersey
$22.8K – – –
77 78
79
80 81