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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
2051
YHB Investment Advisors
Connecticut
$260K – – –
NFG
2052
Nations Financial Group
Iowa
$259K -$90K -713 -25%
JCM
2053
Jacobsen Capital Management
Utah
$259K +$16K +127 +6%
BFA
2054
Bragg Financial Advisors
North Carolina
$259K – – –
SFS
2055
Security Financial Services
Indiana
$258K +$26.5K +210 +11%
IA
2056
Inspire Advisors
Idaho
$257K +$269K +2,135 New
KCIC
2057
Kuhn & Co Investment Counsel
Illinois
$256K – – –
MLFP
2058
MPS Loria Financial Planners
Illinois
$256K +$9.34K +74 +4%
OFS
2059
OMC Financial Services
New York
$256K – – –
PG
2060
Patten Group
Tennessee
$256K +$2.52K +20 +1%
SWM
2061
SilverOak Wealth Management
Minnesota
$255K +$1.51K +12 +0.6%
DO
2062
denkapparat Operations
Germany
$255K +$267K +2,118 New
FUBT
2063
First United Bank & Trust
Maryland
$255K – – –
WIC
2064
Wilkins Investment Counsel
Massachusetts
$255K +$20.2K +160 +8%
HSWM
2065
Hubbell Strickland Wealth Management
Louisiana
$254K -$110K -870 -29%
RFA
2066
Resurgent Financial Advisors
Georgia
$254K +$631 +5 +0.2%
SAF
2067
Smith Anglin Financial
Texas
$254K -$40.5K -321 -13%
OHWP
2068
Oak Harbor Wealth Partners
North Carolina
$254K -$157K -1,246 -37%
CAM
2069
Costello Asset Management
Pennsylvania
$253K – – –
KP
2070
Kitching Partners
Pennsylvania
$253K +$265K +2,103 New
RA
2071
Riverstone Advisors
Texas
$253K – – –
BW
2072
Basepoint Wealth
Iowa
$252K -$30.9K -245 -10%
RWP
2073
Revolve Wealth Partners
New Jersey
$252K +$11.5K +91 +5%
SI
2074
Seeds Investor
New York
$252K +$264K +2,092 New
GWP
2075
Gateway Wealth Partners
Wisconsin
$251K -$10.7K -85 -4%
81 82
83
84 85