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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2076
Bragg Financial Advisors
North Carolina
$399K +$14.8K +86 +4%
ADL
2077
Asset Dedication LLC
California
$399K +$325K +1,895 +640%
CCC
2078
Compass Capital Corp
Massachusetts
$397K +$5.5K +32 +1%
SP
2079
Successful Portfolios
Florida
$397K – – –
AWP
2080
Atlas Wealth Partners
Pennsylvania
$396K +$343 +2 +0.1%
AMIM
2081
Aull & Monroe Investment Management
Alabama
$394K – – –
CPWA
2082
Cerro Pacific Wealth Advisors
California
$394K -$65.3K -380 -15%
BRWM
2083
Blue Rock Wealth Management
North Carolina
$392K – – –
OAM
2084
Oxford Asset Management
United Kingdom
$390K +$11.3K +66 +3%
HCMT
2085
Highland Capital Management (Tennessee)
Tennessee
$390K +$859 +5 +0.2%
LIA
2086
LBMC Investment Advisors
Tennessee
$390K -$287K -1,673 -44%
TW
2087
Traveka Wealth
California
$389K +$5.84K +34 +2%
KCIC
2088
Kuhn & Co Investment Counsel
Illinois
$388K – – –
NFG
2089
Nations Financial Group
Iowa
$388K – – –
OFS
2090
OMC Financial Services
New York
$387K – – –
SWM
2091
SilverOak Wealth Management
Minnesota
$386K +$515 +3 +0.1%
TA
2092
TruWealth Advisors
Louisiana
$385K +$36.2K +211 +11%
TIA
2093
Tandem Investment Advisors
South Carolina
$384K +$4.29K +25 +1%
JFG
2094
Jefferies Financial Group
New York
$382K -$1.03M -6,015 -74%
RA
2095
Riverstone Advisors
Texas
$382K – – –
HWP
2096
Hibernia Wealth Partners
Louisiana
$381K +$359K +2,092 New
GWM
2097
GK Wealth Management
Nevada
$381K -$54.6K -318 -13%
WDL
2098
Well Done LLC
Michigan
$380K -$264K -1,539 -42%
AIM
2099
Acropolis Investment Management
Missouri
$380K -$114K -663 -24%
FA
2100
Fountainhead AM
New Jersey
$380K +$106K +617 +42%
82 83
84
85 86