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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2026
City State Bank
Iowa
$361K – – –
TCOO
2027
Trust Company of Oklahoma
Oklahoma
$360K – – –
GWA
2028
Gutierrez Wealth Advisory
Arkansas
$360K +$11.6K +82 +4%
PGA
2029
Portland Global Advisors
Maine
$360K -$69.4K -490 -18%
ACS
2030
Archford Capital Strategies
Illinois
$359K +$12.5K +88 +4%
FB
2031
First Bancorp
Maine
$359K -$992 -7 -0.3%
CW
2032
Code Waechter
Florida
$357K -$28.2K -199 -8%
BC
2033
Burney Company
Virginia
$355K -$74.4K -525 -19%
NRC
2034
New Republic Capital
North Carolina
$354K +$29.7K +210 +10%
NG
2035
Northstar Group
New York
$353K – – –
LWM
2036
LJI Wealth Management
Indiana
$352K +$142 +1 +0%
LPAM
2037
Lodestar Private Asset Management
California
$352K -$24.5K -173 -7%
CPRC
2038
Consolidated Portfolio Review Corp
New York
$352K +$8.07K +57 +3%
PG
2039
Patten Group
Tennessee
$352K +$13.2K +93 +4%
ATC
2040
Adirondack Trust Company
New York
$352K – – –
FCMA
2041
Foresight Capital Management Advisors
Michigan
$351K – – –
GW
2042
Griffith & Werner
Georgia
$351K -$36.7K -259 -10%
MPW
2043
Magnolia Private Wealth
Pennsylvania
$351K +$23.8K +168 +8%
AWM
2044
AllSquare Wealth Management
New York
$350K – – –
TWP
2045
Triad Wealth Partners
Kansas
$348K +$311K +2,195 New
CG
2046
Clarus Group
Texas
$348K -$62K -438 -17%
CICI
2047
Capital Investment Counsel Inc
North Carolina
$348K – – –
FZCM
2048
Flynn Zito Capital Management
New York
$347K +$47.6K +336 +18%
SP
2049
Successful Portfolios
Florida
$346K – – –
EWA
2050
ERTS Wealth Advisors
Michigan
$345K -$37.7K -266 -11%
80 81
82
83 84