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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1951
GSB Wealth Management
Connecticut
$302K +$2.15K +17 +0.7%
PA
1952
PharVision Advisers
Florida
$302K +$317K +2,511 New
AWAG
1953
ARS Wealth Advisors Group
Florida
$302K – – –
IAS
1954
Investment Advisory Services
Texas
$302K +$9.84K +78 +3%
SB
1955
Sunflower Bank
Texas
$302K +$26.4K +209 +9%
LCM
1956
Lazari Capital Management
California
$301K +$6.31K +50 +2%
CCM
1957
Cohen Capital Management
California
$301K – – –
HP
1958
Highlander Partners
Texas
$301K – – –
SFGP
1959
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$301K +$315K +2,497 New
CF
1960
Clarity Financial
Texas
$300K -$77.6K -615 -20%
ITFISA
1961
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$300K – – –
SIA
1962
Soltis Investment Advisors
Utah
$300K +$28K +222 +10%
SIA
1963
SeaBridge Investment Advisors
New Jersey
$300K +$314K +2,490 New
LCM
1964
LCM Capital Management
Illinois
$300K -$757 -6 -0.2%
BWM
1965
BKM Wealth Management
Wisconsin
$298K +$10.2K +81 +3%
ATIA
1966
American Trust Investment Advisors
New Hampshire
$297K – – –
GW
1967
Griffith & Werner
Georgia
$297K +$311K +2,469 New
LA
1968
Latitude Advisors
Florida
$297K -$14.8K -117 -5%
AEPWM
1969
Atlantic Edge Private Wealth Management
Florida
$297K – – –
WA
1970
Wealthstream Advisors
New York
$297K +$10.3K +82 +3%
RFO
1971
RiverGlades Family Offices
Florida
$296K – – –
RWB
1972
RMR Wealth Builders
New Jersey
$296K -$18K -143 -5%
SSWM
1973
Strait & Sound Wealth Management
California
$296K +$60.6K +480 +24%
RCI
1974
RS Crum Inc
California
$295K -$5.68K -45 -2%
OPW
1975
Osprey Private Wealth
New York
$295K – – –
77 78
79
80 81