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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2026
Bayban
Minnesota
$397K +$129K +745 +45%
JGC
2027
J. Goldman & Co
New York
$397K +$417K +2,400 New
SWP
2028
ShoreHaven Wealth Partners
New Jersey
$396K – – –
SAM
2029
Summit Asset Management
Tennessee
$396K +$348 +2 +0.1%
GCM
2030
Gables Capital Management
Florida
$396K -$8.69K -50 -2%
WFA
2031
Wellspring Financial Advisors
Ohio
$396K +$70.9K +408 +21%
LFGO
2032
Legacy Financial Group (Oklahoma)
Oklahoma
$395K – – –
APG
2033
Abacus Planning Group
South Carolina
$394K -$28.7K -165 -6%
JF
2034
JMN Financial
Ohio
$393K +$118K +679 +40%
IAS
2035
Integrity Advisory Solutions
Texas
$393K +$9.56K +55 +2%
TFA
2036
Teamwork Financial Advisors
Texas
$393K – – –
NAMP
2037
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$393K -$17.6K -101 -4%
BW
2038
Bravera Wealth
North Dakota
$393K – – –
EAP
2039
Elevation Advisory Partners
Florida
$392K +$381K +2,192 New
HT
2040
Heritage Trust
Oklahoma
$391K -$33K -190 -7%
NMCM
2041
Nicholson Meyer Capital Management
Missouri
$390K -$28.7K -165 -7%
ACS
2042
Archford Capital Strategies
Illinois
$390K +$7.3K +42 +2%
MHR
2043
Matthew Hamilton Rosenberg
$389K -$21.7K -125 -5%
FFG
2044
Forum Finance Group
$389K +$539K +3,100 New
WFPG
2045
Waller Financial Planning Group
Ohio
$389K – – –
TAM
2046
Townsend Asset Management
North Carolina
$388K -$54.4K -313 -12%
DHC
2047
Drum Hill Capital
Connecticut
$388K – – –
CCT
2048
Chemung Canal Trust
New York
$386K -$388K -2,230 -49%
ASC
2049
Atalanta Sosnoff Capital
New York
$385K – – –
EBA
2050
Eagle Bay Advisors
New York
$384K +$16.3K +94 +4%
80 81
82
83 84