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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
2026
Pacific Wealth Strategies Group
California
– -$328K -3,494 Closed
W
2027
Wealthquest
Ohio
– -$318K -3,350 Closed
BFM
2028
Boothbay Fund Management
New York
– -$327K -3,208 Closed
BAS
2029
Brown Advisory Securities
Maryland
– -$294K -3,119 Closed
NEWAS
2030
N.E.W. Advisory Services
Wisconsin
– -$275K -3,103 Closed
LAS
2031
Lloyd Advisory Services
Georgia
– -$282K -2,998 Closed
ICA
2032
Infrastructure Capital Advisors
New York
– -$266K -2,833 Closed
SFG
2033
Sowa Financial Group
Rhode Island
– -$265K -2,822 Closed
CSIA
2034
Charles Schwab Investment Advisory
California
– -$260K -2,763 Closed
MM
2035
MQS Management
New York
– -$257K -2,738 Closed
JLBC
2036
J.L. Bainbridge & Co
Florida
– -$241K -2,561 Closed
OC
2037
Oarsman Capital
Wisconsin
– -$232K -2,471 Closed
FFS
2038
Founders Financial Securities
Maryland
– -$229K -2,443 Closed
AL
2039
Aspiriant LLC
California
– -$224K -2,378 Closed
CC
2040
Cypress Capital
Tennessee
– -$220K -2,341 Closed
PGWM
2041
Parisi Gray Wealth Management
New Jersey
– -$218K -2,320 Closed
MCM
2042
Monument Capital Management
Virginia
– -$216K -2,295 Closed
SWM
2043
Segment Wealth Management
Texas
– -$215K -2,285 Closed
FMC
2044
First Merchants Corp
Indiana
– -$214K -2,278 Closed
MW
2045
MBL Wealth
North Carolina
– -$214K -2,275 Closed
WA
2046
Wealthstar Advisors
Texas
– -$208K -2,237 Closed
RWB
2047
RMR Wealth Builders
New Jersey
– -$207K -2,202 Closed
EIA
2048
Eastover Investment Advisors
North Carolina
– -$202K -2,150 Closed
KOC
2049
Koss-Olinger Consulting
Florida
– -$201K -2,135 Closed
GAM
2050
Gemmer Asset Management
California
– -$164K -1,754 Closed
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82
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