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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2076
Passive Capital Management
Maryland
$251K – – –
FFO
2077
Fortitude Family Office
Arizona
$251K +$3.79K +30 +1%
TFA
2078
Teamwork Financial Advisors
Texas
$251K +$7.82K +62 +3%
EWM
2079
Elevatus Welath Management
New York
$250K +$12K +95 +5%
IFWM
2080
Institute for Wealth Management
Colorado
$250K -$90K -713 -26%
AFW
2081
Atlantic Family Wealth
Florida
$249K +$261K +2,071 New
RIA
2082
Richwood Investment Advisors
Ohio
$249K +$18.9K +150 +8%
FOA
2083
Five Oceans Advisors
California
$249K – – –
RF
2084
Roxbury Financial
New Jersey
$248K +$235K +1,863 New
LC
2085
Lincoln Capital
Nebraska
$248K – – –
SCI
2086
Stableford Capital II
Arizona
$247K – – –
HC
2087
Hamilton Capital
Ohio
$247K +$259K +2,053 New
N
2088
Numerai
California
$247K +$259K +2,051 New
AGWCA
2089
Annis Gardner Whiting Capital Advisors
Florida
$247K +$5.17K +41 +2%
RFS
2090
Richardson Financial Services
Massachusetts
$247K -$33.4K -265 -11%
BWA
2091
BCU Wealth Advisors
Illinois
$246K +$757 +6 +0.3%
TA
2092
TruWealth Advisors
Louisiana
$246K -$15K -119 -6%
MPW
2093
Magnolia Private Wealth
Pennsylvania
$246K +$257K +2,041 New
VCM
2094
Vivaldi Capital Management
Illinois
$246K +$15.1K +120 +7%
EBSAM
2095
Eubel Brady & Suttman Asset Management
Ohio
$245K – – –
B
2096
Bailard
California
$244K +$505 +4 +0.2%
HOWA
2097
Heritage Oak Wealth Advisors
Florida
$244K +$256K +2,030 New
SWM
2098
Scissortail Wealth Management
Oklahoma
$244K +$254K +2,017 +16,808%
SFP
2099
Shepherd Financial Partners
Massachusetts
$244K -$29.1K -231 -10%
ERWM
2100
Elk River Wealth Management
Colorado
$243K – – –
82 83
84
85 86