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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2026
Sugarloaf Wealth Management
Georgia
$273K +$1.51K +12 +0.5%
TNA
2027
True North Advisors
Texas
$271K +$25.5K +202 +10%
DCM
2028
DGS Capital Management
New Jersey
$270K +$47.9K +380 +20%
JWM
2029
JFG Wealth Management
Colorado
$270K – – –
WA
2030
Whipplewood Advisors
Colorado
$270K +$283K +2,244 New
TWPM
2031
Total Wealth Planning & Management
Florida
$269K +$282K +2,237 New
MWA
2032
Midland Wealth Advisors
Illinois
$269K -$378 -3 -0.1%
CWM
2033
Centurion Wealth Management
Virginia
$268K +$9.46K +75 +3%
NG
2034
Northstar Group
New York
$268K – – –
LWM
2035
LJI Wealth Management
Indiana
$267K +$9.21K +73 +3%
ATC
2036
Adirondack Trust Company
New York
$267K – – –
FCMA
2037
Foresight Capital Management Advisors
Michigan
$266K – – –
CIA
2038
Cladis Investment Advisory
Montana
$266K – – –
AWM
2039
AllSquare Wealth Management
New York
$265K – – –
HWM
2040
Hemington Wealth Management
Virginia
$264K +$11.4K +90 +4%
CICI
2041
Capital Investment Counsel Inc
North Carolina
$264K -$28.6K -227 -9%
AA
2042
Armis Advisers
Georgia
$263K +$276K +2,188 New
GWA
2043
Gutierrez Wealth Advisory
Arkansas
$263K +$276K +2,184 New
SP
2044
Successful Portfolios
Florida
$262K -$1.77K -14 -0.6%
AWP
2045
Atlas Wealth Partners
Pennsylvania
$262K – – –
ACS
2046
Archford Capital Strategies
Illinois
$262K +$4.04K +32 +1%
AMIM
2047
Aull & Monroe Investment Management
Alabama
$260K – – –
CPRC
2048
Consolidated Portfolio Review Corp
New York
$260K +$44.7K +354 +20%
DWAM
2049
Duncan Williams Asset Management
Tennessee
$260K +$273K +2,162 New
YIA
2050
YHB Investment Advisors
Connecticut
$260K – – –
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82
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