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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
2101
Essex Investment Management
Massachusetts
$40.7K – – –
SWC
2102
Spectrum Wealth Counsel
Indiana
$40.5K – – –
WOSD
2103
WFA of San Diego
California
$40K +$38.6K +395 New
NCM
2104
Northwest Capital Management
Oregon
$39.7K -$41.3K -422 -52%
DFA
2105
DHJJ Financial Advisors
Illinois
$39.4K – – –
FCMT
2106
Founders Capital Management (Texas)
Texas
$38.4K – – –
WIA
2107
Wetzel Investment Advisors
Indiana
$38.2K +$7.33K +75 +22%
BCM
2108
Blume Capital Management
California
$35.5K – – –
HF
2109
Halpern Financial
Virginia
$35.5K – – –
FRA
2110
Front Row Advisors
California
$35K -$293 -3 -0.9%
NL
2111
NVWM LLC
Pennsylvania
$34.2K +$978 +10 +3%
OW
2112
Olistico Wealth
Oklahoma
$34.2K +$32.9K +337 New
PWA
2113
Provenance Wealth Advisors
Florida
$34.1K – – –
BC
2114
Barrett & Company
Rhode Island
$33.9K +$489 +5 +2%
PWMG
2115
Prestige Wealth Management Group
New Jersey
$32.6K -$5.38K -55 -15%
BWAM
2116
Boyd Watterson Asset Management
Ohio
$32.6K – – –
SHIM
2117
Stone House Investment Management
Pennsylvania
$32.4K – – –
FFO
2118
Fortitude Family Office
Arizona
$32.2K +$11.3K +116 +57%
WAS
2119
Winch Advisory Services
Wisconsin
$31.7K +$391 +4 +1%
BFPW
2120
BOK Financial Private Wealth
Colorado
$30.8K – – –
CCC
2121
Chelsea Counsel Company
California
$30.8K – – –
RTC
2122
Riverview Trust Company
Washington
$30.7K -$48.7K -498 -62%
S
2123
Sachetta
Massachusetts
$30.6K +$10.3K +105 +65%
PO
2124
Private Ocean
California
$30.4K -$2.83K -29 -9%
FPFS
2125
First Personal Financial Services
North Carolina
$30.4K – – –
83 84
85
86 87