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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1951
MBL Wealth
North Carolina
$409K +$74.9K +445 +21%
FC
1952
Fulcrum Capital
Washington
$408K +$424K +2,518 New
S
1953
Sunpointe
Missouri
$407K -$5.38K -32 -1%
LCM
1954
LCM Capital Management
Illinois
$406K -$2.19K -13 -0.5%
FCFC
1955
First Citizens Financial Corp
Iowa
$406K – – –
HP
1956
Highlander Partners
Texas
$406K – – –
SSWM
1957
Strait & Sound Wealth Management
California
$405K -$80.8K -480 -16%
HT
1958
Heritage Trust
Oklahoma
$405K – – –
BWM
1959
BKM Wealth Management
Wisconsin
$402K +$2.52K +15 +0.6%
RPWA
1960
Regent Peak Wealth Advisors
Georgia
$402K +$417K +2,476 New
IA
1961
Insight Advisors
Pennsylvania
$401K +$9.09K +54 +2%
NWM
1962
Northwest Wealth Management
Iowa
$400K -$35.8K -213 -8%
RFO
1963
RiverGlades Family Offices
Florida
$399K – – –
LWANC
1964
Laurel Wealth Advisors (North Carolina)
North Carolina
$398K – – –
ATC
1965
Adirondack Trust Company
New York
$398K +$6.56K +39 +2%
RCI
1966
RS Crum Inc
California
$398K – – –
TWM
1967
TriaGen Wealth Management
California
$398K +$3.37K +20 +0.8%
AAG
1968
Armstrong Advisory Group
Massachusetts
$398K +$6.06K +36 +1%
OPW
1969
Osprey Private Wealth
New York
$397K – – –
CCC
1970
Compass Capital Corp
Massachusetts
$397K +$28.1K +167 +7%
OPOWM
1971
One Plus One Wealth Management
Florida
$397K +$14.1K +84 +4%
GCM
1972
Gables Capital Management
Florida
$396K – – –
RSWM
1973
Robertson Stephens Wealth Management
California
$396K -$208K -1,239 -34%
CAM
1974
Costello Asset Management
Pennsylvania
$396K – – –
AEPWM
1975
Atlantic Edge Private Wealth Management
Florida
$396K – – –
77 78
79
80 81