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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
2026
First Bancorp
Maine
$273K +$13.4K +106 +5%
SWM
2027
Sugarloaf Wealth Management
Georgia
$273K +$1.51K +12 +0.5%
TNA
2028
True North Advisors
Texas
$271K +$25.5K +202 +10%
DCM
2029
DGS Capital Management
New Jersey
$270K +$47.9K +380 +20%
JWM
2030
JFG Wealth Management
Colorado
$270K – – –
WA
2031
Whipplewood Advisors
Colorado
$270K +$283K +2,244 New
TWPM
2032
Total Wealth Planning & Management
Florida
$269K +$282K +2,237 New
MWA
2033
Midland Wealth Advisors
Illinois
$269K -$378 -3 -0.1%
CWM
2034
Centurion Wealth Management
Virginia
$268K +$9.46K +75 +3%
NG
2035
Northstar Group
New York
$268K – – –
LWM
2036
LJI Wealth Management
Indiana
$267K +$9.21K +73 +3%
ATC
2037
Adirondack Trust Company
New York
$267K – – –
FCMA
2038
Foresight Capital Management Advisors
Michigan
$266K – – –
CIA
2039
Cladis Investment Advisory
Montana
$266K – – –
AWM
2040
AllSquare Wealth Management
New York
$265K – – –
HWM
2041
Hemington Wealth Management
Virginia
$264K +$11.4K +90 +4%
CICI
2042
Capital Investment Counsel Inc
North Carolina
$264K -$28.6K -227 -9%
AA
2043
Armis Advisers
Georgia
$263K +$276K +2,188 New
GWA
2044
Gutierrez Wealth Advisory
Arkansas
$263K +$276K +2,184 New
SP
2045
Successful Portfolios
Florida
$262K -$1.77K -14 -0.6%
AWP
2046
Atlas Wealth Partners
Pennsylvania
$262K – – –
ACS
2047
Archford Capital Strategies
Illinois
$262K +$4.04K +32 +1%
AMIM
2048
Aull & Monroe Investment Management
Alabama
$260K – – –
CPRC
2049
Consolidated Portfolio Review Corp
New York
$260K +$44.7K +354 +20%
DWAM
2050
Duncan Williams Asset Management
Tennessee
$260K +$273K +2,162 New
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