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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1951
Lincoln Capital
Nebraska
$250K – – –
TCWA
1952
Turtle Creek Wealth Advisors
Texas
$250K +$239K +2,060 New
MLFP
1953
MPS Loria Financial Planners
Illinois
$250K -$697 -6 -0.3%
FFO
1954
Fortitude Family Office
Arizona
$249K +$202K +1,737 +546%
TNA
1955
True North Advisors
Texas
$249K -$24.3K -209 -9%
TW
1956
TritonPoint Wealth
Maryland
$248K +$237K +2,036 New
EBSAM
1957
Eubel Brady & Suttman Asset Management
Ohio
$248K -$70.6K -608 -23%
IUHSA
1958
Itau Unibanco Holding S.A.
Brazil
$248K +$237K +2,039 New
BWA
1959
BCU Wealth Advisors
Illinois
$247K +$930 +8 +0.4%
SCI
1960
Stableford Capital II
Arizona
$247K – – –
BCM
1961
Boltwood Capital Management
California
$247K +$4.65K +40 +2%
JCM
1962
Jacobsen Capital Management
Utah
$246K +$2.44K +21 +1%
ML
1963
McAdam LLC
Pennsylvania
$246K +$236K +2,027 New
TIA
1964
Tandem Investment Advisors
South Carolina
$246K +$3.02K +26 +1%
B
1965
Bailard
California
$246K +$2.79K +24 +1%
SWM
1966
Scissortail Wealth Management
Oklahoma
$246K -$241K -2,075 -99%
ERWM
1967
Elk River Wealth Management
Colorado
$246K – – –
TFA
1968
Teamwork Financial Advisors
Texas
$245K -$18.6K -160 -7%
LA
1969
LexAurum Advisors
Kansas
$245K +$234K +2,015 New
AGWCA
1970
Annis Gardner Whiting Capital Advisors
Florida
$244K -$28.5K -245 -11%
RWP
1971
Revolve Wealth Partners
New Jersey
$244K -$2.44K -21 -1%
MCC
1972
Money Concepts Capital
Florida
$243K +$232K +2,000 New
IFS
1973
Ifrah Financial Services
Arkansas
$243K – – –
JSAM
1974
J. Safra Asset Management
New York
$242K +$97.5K +839 +72%
LT
1975
Legacy Trust
Michigan
$242K +$232K +1,996 New
77 78
79
80 81