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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1951
Stone House Investment Management
Pennsylvania
$28.8K +$385 +4 +1%
NL
1952
NVWM LLC
Pennsylvania
$28.2K -$2.89K -30 -9%
BFPW
1953
BOK Financial Private Wealth
Colorado
$28.2K – – –
SC
1954
Sawyer & Company
Massachusetts
$28K – – –
WAS
1955
Winch Advisory Services
Wisconsin
$28K +$385 +4 +1%
HT
1956
Headlands Technologies
Illinois
$27K +$28.1K +292 New
AS
1957
Altshuler Shaham
Israel
$26.8K -$10.1K -105 -27%
SAG
1958
Spotlight Asset Group
Illinois
$26.5K -$9.24K -96 -25%
CTWM
1959
Cherry Tree Wealth Management
Minnesota
$24.9K – – –
TC
1960
Trust Company
Kansas
$24.4K – – –
IPW
1961
Impact Partnership Wealth
Georgia
$24K -$529K -5,500 -96%
NRG
1962
Nemes Rush Group
Michigan
$23.7K +$962 +10 +4%
JFA
1963
JNBA Financial Advisors
Minnesota
$23.1K – – –
TWD
1964
True Wealth Design
Ohio
$22.3K +$192 +2 +0.8%
MCA
1965
Maryland Capital Advisors
Maryland
$22.1K – – –
HFM
1966
Harvest Fund Management
China
$22K -$58.3K -606 -72%
PP
1967
PFS Partners
New Jersey
$21.7K – – –
OAJ
1968
Ogorek Anthony Joseph
New York
$21K – – –
CMBA
1969
C.M. Bidwell & Associates
Hawaii
$19.8K – – –
RDIA
1970
RE Dickinson Investment Advisors
Iowa
$19K – – –
WWP
1971
WR Wealth Planners
Missouri
$19K – – –
BCA
1972
Bray Capital Advisors
Florida
$18.5K – – –
SJIM
1973
St. Johns Investment Management
Florida
$18.5K – – –
CAS
1974
Coppell Advisory Solutions
Texas
$17.3K -$26.3K -273 -61%
MFA
1975
McClarren Financial Advisors
Pennsylvania
$16K +$289 +3 +2%
77 78
79
80 81