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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1951
Five Oceans Advisors
California
$251K – – –
LC
1952
Lincoln Capital
Nebraska
$250K – – –
TCWA
1953
Turtle Creek Wealth Advisors
Texas
$250K +$239K +2,060 New
MLFP
1954
MPS Loria Financial Planners
Illinois
$250K -$697 -6 -0.3%
FFO
1955
Fortitude Family Office
Arizona
$249K +$202K +1,737 +546%
TNA
1956
True North Advisors
Texas
$249K -$24.3K -209 -9%
TW
1957
TritonPoint Wealth
Maryland
$248K +$237K +2,036 New
EBSAM
1958
Eubel Brady & Suttman Asset Management
Ohio
$248K -$70.6K -608 -23%
IUHSA
1959
Itau Unibanco Holding S.A.
Brazil
$248K +$237K +2,039 New
BWA
1960
BCU Wealth Advisors
Illinois
$247K +$930 +8 +0.4%
SCI
1961
Stableford Capital II
Arizona
$247K – – –
BCM
1962
Boltwood Capital Management
California
$247K +$4.65K +40 +2%
JCM
1963
Jacobsen Capital Management
Utah
$246K +$2.44K +21 +1%
ML
1964
McAdam LLC
Pennsylvania
$246K +$236K +2,027 New
TIA
1965
Tandem Investment Advisors
South Carolina
$246K +$3.02K +26 +1%
B
1966
Bailard
California
$246K +$2.79K +24 +1%
SWM
1967
Scissortail Wealth Management
Oklahoma
$246K -$241K -2,075 -99%
ERWM
1968
Elk River Wealth Management
Colorado
$246K – – –
TFA
1969
Teamwork Financial Advisors
Texas
$245K -$18.6K -160 -7%
LA
1970
LexAurum Advisors
Kansas
$245K +$234K +2,015 New
AGWCA
1971
Annis Gardner Whiting Capital Advisors
Florida
$244K -$28.5K -245 -11%
RWP
1972
Revolve Wealth Partners
New Jersey
$244K -$2.44K -21 -1%
MCC
1973
Money Concepts Capital
Florida
$243K +$232K +2,000 New
IFS
1974
Ifrah Financial Services
Arkansas
$243K – – –
JSAM
1975
J. Safra Asset Management
New York
$242K +$97.5K +839 +72%
77 78
79
80 81