We are live on ! Find out more
PM icon

Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2026
Concord Wealth Partners
Virginia
$42.8K +$6.73K +73 +18%
FFA
2027
Frazier Financial Advisors
Ohio
$42.2K +$20.1K +218 +90%
MFA
2028
McClarren Financial Advisors
Pennsylvania
$42K +$277 +3 +0.7%
AFS
2029
Annapolis Financial Services
Maryland
$40.3K – – –
MLA
2030
MB, Levis & Associates
Pennsylvania
$40K – – –
SIM
2031
Studio Investment Management
Illinois
$39K – – –
PCA
2032
Providence Capital Advisors
North Carolina
$38.8K +$2.21K +24 +6%
VF
2033
VitalStone Financial
Texas
$38K – – –
PIS
2034
POM Investment Strategies
North Carolina
$37.6K +$553 +6 +1%
ME
2035
McIlrath & Eck
Washington
$37.1K +$18.4K +200 +98%
SSG
2036
Summit Securities Group
New York
$37K +$36.9K +400 New
EIM
2037
Essex Investment Management
Massachusetts
$36.8K – – –
SWC
2038
Spectrum Wealth Counsel
Indiana
$36.6K – – –
BSWA
2039
Bromfield Sneider Wealth Advisors
Massachusetts
$36.1K – – –
DFA
2040
DHJJ Financial Advisors
Illinois
$35.6K – – –
FCMT
2041
Founders Capital Management (Texas)
Texas
$34.7K -$12K -130 -26%
PWMG
2042
Prestige Wealth Management Group
New Jersey
$34.7K -$5.35K -58 -13%
T
2043
Tidemark
California
$33.9K -$26.1K -283 -43%
WPWM
2044
Western Pacific Wealth Management
Illinois
$33.7K -$4.61K -50 -12%
FFWA
2045
FRG Family Wealth Advisors
Washington
$33.3K +$32.4K +351 New
BCM
2046
Blume Capital Management
California
$32.1K – – –
FRA
2047
Front Row Advisors
California
$32K +$31.7K +344 New
HF
2048
Halpern Financial
Virginia
$31.9K – – –
WIA
2049
Wetzel Investment Advisors
Indiana
$31.2K -$6.92K -75 -18%
PWA
2050
Provenance Wealth Advisors
Florida
$30.9K – – –
80 81
82
83 84