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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMS
2076
Cannon Wealth Management Services
North Carolina
$209K +$200K +1,724 New
FC
2077
FCA Corp
Texas
$209K +$200K +1,720 New
GSIAS
2078
Garden State Investment Advisory Services
New Jersey
$209K +$199K +1,713 New
LFP
2079
Lakeshore Financial Planning
Michigan
$208K +$199K +1,717 New
OHIS
2080
Oak Harvest Investment Services
Texas
$208K +$199K +1,716 New
MWP
2081
Meridian Wealth Partners
Pennsylvania
$208K +$199K +1,711 New
WCG
2082
Weaver Consulting Group
California
$207K +$198K +1,707 New
AWM
2083
Activest Wealth Management
Florida
$207K +$69.7K +600 +54%
KOMWMG
2084
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K +$198K +1,700 New
AFC
2085
AFT Forsyth & Company
Florida
$206K +$198K +1,700 New
B
2086
Bellecapital
Switzerland
$206K +$198K +1,700 New
GFL
2087
Granite FO LLC
New Hampshire
$206K +$198K +1,700 New
MAM
2088
Morse Asset Management
Connecticut
$206K +$198K +1,700 New
CRWM
2089
Castle Rock Wealth Management
California
$206K +$202K +1,735 New
FIA
2090
FNY Investment Advisers
New York
$206K -$198K -1,700 -50%
SFM
2091
Signet Financial Management
New Jersey
$206K +$197K +1,695 New
HWP
2092
Hibernia Wealth Partners
Louisiana
$205K +$196K +1,691 New
FWM
2093
Forza Wealth Management
Florida
$205K +$196K +1,689 New
SW
2094
SlateStone Wealth
Florida
$205K +$196K +1,688 New
EW
2095
Enzi Wealth
Texas
$205K +$198K +1,707 New
MCM
2096
Marathon Capital Management
Maryland
$205K -$87.1K -750 -31%
NIA
2097
NIA Impact Advisors
California
$204K +$195K +1,680 New
PFA
2098
Petra Financial Advisors
Colorado
$204K +$195K +1,678 New
JSL
2099
JT Stratford LLC
Georgia
$203K +$195K +1,676 New
BWM
2100
Brophy Wealth Management
New Hampshire
$203K +$194K +1,672 New
82 83
84
85 86