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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
2026
Private Wealth Group
Florida
$225K +$215K +1,850 New
HHRDM
2027
H&H Retirement Design & Management
Nevada
$224K +$216K +1,863 New
AIA
2028
Angeles Investment Advisors
California
$224K +$215K +1,847 New
CM
2029
Cercano Management
Washington
$224K +$215K +1,847 New
AA
2030
ACT Advisors
North Carolina
$224K +$215K +1,847 New
AWM
2031
Allen Wealth Management
North Carolina
$224K +$214K +1,844 New
SGC
2032
Slocum, Gordon & Co
Rhode Island
$223K +$349 +3 +0.2%
CFS
2033
Commonwealth Financial Services
West Virginia
$223K +$215K +1,850 New
NC
2034
NBW Capital
Massachusetts
$223K +$213K +1,834 New
WEG
2035
World Equity Group
Illinois
$222K -$116K -1,002 -35%
FCAS
2036
First Command Advisory Services
Texas
$222K -$14.6K -126 -6%
LFA
2037
Longview Financial Advisors
Alabama
$221K +$212K +1,822 New
EIA
2038
Eastover Investment Advisors
North Carolina
$221K +$211K +1,820 New
RS
2039
Retirement Solution
Washington
$221K +$211K +1,817 New
BWM
2040
BlackDiamond Wealth Management
New York
$220K +$206K +1,769 New
CPRC
2041
Consolidated Portfolio Review Corp
New York
$220K +$210K +1,809 New
MLL
2042
Moody Lynn & Lieberson
Massachusetts
$220K +$210K +1,809 New
APG
2043
Abacus Planning Group
South Carolina
$219K +$209K +1,803 New
FPCP
2044
Fort Point Capital Partners
California
$219K +$209K +1,803 New
HCMT
2045
Highland Capital Management (Tennessee)
Tennessee
$218K +$209K +1,799 New
CPA
2046
Court Place Advisors
Maryland
$218K +$209K +1,795 New
GAM
2047
Gemmer Asset Management
California
$218K +$208K +1,794 New
MFWP
2048
Mosaic Family Wealth Partners
Missouri
$218K +$208K +1,793 New
SFS
2049
Sharp Financial Services
Pennsylvania
$217K +$208K +1,790 New
CB
2050
Community Bank
New York
$217K – – –
80 81
82
83 84