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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2051
Atlas Wealth Partners
Pennsylvania
$345K +$567 +4 +0.2%
SAF
2052
Smith Anglin Financial
Texas
$344K +$7.93K +56 +3%
MLFP
2053
MPS Loria Financial Planners
Illinois
$343K +$4.82K +34 +2%
AMIM
2054
Aull & Monroe Investment Management
Alabama
$343K – – –
BRWM
2055
Blue Rock Wealth Management
North Carolina
$341K +$305K +2,150 New
CF
2056
Claris Financial
Virginia
$341K – – –
AFW
2057
Atlantic Family Wealth
Florida
$340K +$10.5K +74 +4%
GPWM
2058
Grant Private Wealth Management
California
$340K +$39.4K +278 +15%
EWA
2059
Evolution Wealth Advisors
Florida
$340K -$21.2K -150 -7%
SIG
2060
Spinnaker Investment Group
California
$340K +$20K +141 +7%
RFS
2061
Richardson Financial Services
Massachusetts
$339K +$11.8K +83 +4%
HCMT
2062
Highland Capital Management (Tennessee)
Tennessee
$339K +$46.7K +330 +18%
AFM
2063
Armstrong Fleming & Moore
District of Columbia
$339K +$302K +2,135 New
KCIC
2064
Kuhn & Co Investment Counsel
Illinois
$338K – – –
NFG
2065
Nations Financial Group
Iowa
$338K -$3.68K -26 -1%
CCS
2066
Concentric Capital Strategies
Connecticut
$338K +$302K +2,129 New
OFS
2067
OMC Financial Services
New York
$337K – – –
LWM
2068
Liberty Wealth Management
California
$336K -$24.6K -174 -8%
SWM
2069
SilverOak Wealth Management
Minnesota
$336K – – –
WIC
2070
Wilkins Investment Counsel
Massachusetts
$336K – – –
GWP
2071
Gateway Wealth Partners
Wisconsin
$335K +$3.12K +22 +1%
FBB
2072
Fulton Breakefield Broenniman
Maryland
$335K +$37K +261 +14%
MCWS
2073
McKinley Carter Wealth Services
West Virginia
$335K +$18.8K +133 +7%
YIA
2074
YHB Investment Advisors
Connecticut
$335K -$7.08K -50 -2%
RFA
2075
Resurgent Financial Advisors
Georgia
$334K -$708 -5 -0.2%
81 82
83
84 85