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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
2101
Anchor Pointe Wealth Management
Missouri
$243K +$255K +2,025 New
PCA
2102
Purkiss Capital Advisors
Connecticut
$243K +$254K +2,017 New
ICP
2103
Impact Capital Partners
Colorado
$242K +$254K +2,014 New
BCM
2104
Boltwood Capital Management
California
$242K -$2.52K -20 -1%
CWMS
2105
Cannon Wealth Management Services
North Carolina
$242K +$16.7K +132 +8%
RA
2106
Resolute Advisors
California
$242K +$251K +1,986 New
TIA
2107
Tandem Investment Advisors
South Carolina
$241K -$3.28K -26 -1%
NRC
2108
New Republic Capital
North Carolina
$241K -$14.3K -113 -5%
IFS
2109
Ifrah Financial Services
Arkansas
$241K – – –
SIG
2110
Spinnaker Investment Group
California
$240K +$505 +4 +0.2%
BF
2111
Blankinship & Foster
California
$240K – – –
BSSFA
2112
Baron Silver Stevens Financial Advisors
Florida
$239K – – –
ESBC
2113
E.S. Barr & Co
Kentucky
$238K -$31.5K -250 -11%
THL
2114
Tillman Hartley LLC
Colorado
$238K – – –
WMWM
2115
Wilkins Miller Wealth Management
Alabama
$238K +$250K +1,979 New
NWM
2116
Northwest Wealth Management
Iowa
$238K +$250K +1,979 New
TFG
2117
Tilson Financial Group
New Jersey
$238K +$3.79K +30 +2%
CCG
2118
Coastwise Capital Group
California
$238K -$272K -2,153 -52%
MCWS
2119
McKinley Carter Wealth Services
West Virginia
$238K +$11.5K +91 +5%
VC
2120
Veery Capital
Delaware
$238K +$883 +7 +0.4%
BWM
2121
BlackDiamond Wealth Management
New York
$237K +$25.4K +201 +11%
LAS
2122
Lloyd Advisory Services
Georgia
$237K -$89.4K -709 -26%
IPW
2123
Intergy Private Wealth
Colorado
$236K +$10.1K +80 +4%
CFS
2124
Commonwealth Financial Services
West Virginia
$236K +$13.5K +107 +6%
IIC
2125
Integrated Investment Consultants
Michigan
$235K +$3.66K +29 +2%
83 84
85
86 87