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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBAM
2026
ODDO BHF Asset Management
France
$436K +$411K +2,396 New
SAM
2027
Summit Asset Management
Tennessee
$435K +$2.75K +16 +0.7%
BA
2028
Bristlecone Advisors
Washington
$435K -$145K -842 -26%
FSC
2029
Full Sail Capital
Oklahoma
$434K +$409K +2,381 New
AA
2030
ACT Advisors
North Carolina
$431K +$63K +367 +18%
OPOWM
2031
One Plus One Wealth Management
Florida
$430K +$12K +70 +3%
GCS
2032
Gordian Capital (Singapore)
Singapore
$430K +$148K +860 +57%
WFPG
2033
Waller Financial Planning Group
Ohio
$428K -$17.2K -100 -4%
C1AG
2034
Client 1st Advisory Group
Florida
$428K – – –
SIA
2035
SGL Investment Advisors
Montana
$428K +$80.7K +470 +24%
ASC
2036
Atalanta Sosnoff Capital
New York
$427K -$34.5K -201 -8%
DHC
2037
Drum Hill Capital
Connecticut
$427K – – –
EBA
2038
Eagle Bay Advisors
New York
$425K -$1.55K -9 -0.4%
MSA
2039
McAlister Sweet & Associates
Texas
$425K – – –
LWM
2040
LeConte Wealth Management
Tennessee
$424K +$400K +2,330 New
WF
2041
Warner Financial
Maryland
$423K -$89.5K -521 -18%
FB
2042
First Bancorp
Maine
$422K +$9.79K +57 +3%
AHL
2043
Abel Hall LLC
Louisiana
$421K +$42.4K +247 +12%
VCM
2044
Vivaldi Capital Management
Illinois
$421K +$58K +338 +17%
RIP
2045
Reliant Investment Partners
North Carolina
$420K +$172 +1 +0%
SFS
2046
Sharp Financial Services
Pennsylvania
$420K +$72.5K +422 +22%
PGA
2047
Portland Global Advisors
Maine
$420K +$6.87K +40 +2%
FSG
2048
Financial Strategies Group
Michigan
$419K +$7.04K +41 +2%
WA
2049
Whipplewood Advisors
Colorado
$418K +$12K +70 +3%
PIA
2050
Perennial Investment Advisors
California
$417K +$70.9K +413 +22%
80 81
82
83 84