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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1951
Family Management
New York
$432K +$60.3K +347 +15%
NWM
1952
Northwest Wealth Management
Iowa
$431K +$15.6K +90 +4%
OCM
1953
Orion Capital Management
California
$431K +$1.04K +6 +0.2%
CF
1954
Clarity Financial
Texas
$430K +$1.04K +6 +0.2%
BAM
1955
Bosun Asset Management
Illinois
$430K – – –
IFWM
1956
Institute for Wealth Management
Colorado
$428K +$3.3K +19 +0.7%
CA
1957
Centerpoint Advisors
Massachusetts
$428K -$143K -825 -24%
HA
1958
Huntleigh Advisors
Missouri
$428K +$869 +5 +0.2%
HI
1959
Human Investing
Oregon
$428K +$6.08K +35 +1%
S
1960
Steadtrust
Texas
$427K -$9.73K -56 -2%
WB
1961
Webster Bank
Connecticut
$427K – – –
FFA
1962
Florida Financial Advisors
Florida
$427K +$73K +420 +19%
PSF
1963
Pacific Sun Financial
California
$427K -$6.95K -40 -2%
JCM
1964
Jacobsen Capital Management
Utah
$427K +$7.65K +44 +2%
SWM
1965
Stronghold Wealth Management
Florida
$425K -$9.9K -57 -2%
FWP
1966
FAS Wealth Partners
Kansas
$424K -$6.26K -36 -1%
RPWA
1967
Regent Peak Wealth Advisors
Georgia
$424K +$37.2K +214 +9%
OPWM
1968
Oregon Pacific Wealth Management
Oregon
$424K -$30.8K -177 -6%
SWA
1969
Serenus Wealth Advisors
California
$422K – – –
BFWA
1970
Benchmark Financial Wealth Advisors
Florida
$422K +$15.5K +89 +4%
RA
1971
Riverstone Advisors
Texas
$422K +$31.8K +183 +8%
NAM
1972
NTV Asset Management
West Virginia
$421K – – –
APM
1973
a16z Perennial Management
California
$421K – – –
SSC
1974
Syverson Strege & Co
Iowa
$421K +$18.1K +104 +4%
PAA
1975
Peregrine Asset Advisers
Oregon
$421K +$38.9K +224 +10%
77 78
79
80 81