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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2101
LJI Wealth Management
Indiana
$325K -$37K -220 -10%
ERWM
2102
Elk River Wealth Management
Colorado
$324K – – –
IFS
2103
Ifrah Financial Services
Arkansas
$324K – – –
Moran Wealth Management
2104
Moran Wealth Management
Florida
$324K +$48.6K +289 +17%
MCG
2105
McCollum Christoferson Group
New York
$324K +$336K +2,000 New
BMCM
2106
Burns Matteson Capital Management
New York
$324K – – –
Prudential plc
2107
Prudential plc
United Kingdom
$323K +$335K +1,994 New
EFL
2108
ERn Financial LLC
Wisconsin
$323K +$33K +196 +11%
ESBC
2109
E.S. Barr & Co
Kentucky
$321K – – –
THL
2110
Tillman Hartley LLC
Colorado
$321K – – –
WF
2111
Wayfinding Financial
Washington
$321K -$1.35K -8 -0.4%
CBT
2112
Central Bank & Trust
Kentucky
$320K – – –
ADL
2113
Asset Dedication LLC
California
$320K -$37K -220 -10%
SI
2114
Seeds Investor
New York
$320K -$42.6K -253 -11%
FZCM
2115
Flynn Zito Capital Management
New York
$319K +$7.74K +46 +2%
SW
2116
SMART Wealth
Nebraska
$319K -$1.01M -5,983 -75%
HCM
2117
Hengehold Capital Management
Ohio
$319K +$60.4K +359 +22%
SPWM
2118
Spartan Planning & Wealth Management
North Carolina
$318K -$225K -1,339 -41%
CCM
2119
Cloud Capital Management
Washington
$318K +$5.22K +31 +2%
IPW
2120
Intergy Private Wealth
Colorado
$317K -$45.4K -270 -12%
HCWM
2121
Hidden Cove Wealth Management
Washington
$317K +$91.7K +545 +39%
RIA
2122
Richwood Investment Advisors
Ohio
$316K -$11.4K -68 -3%
IIA
2123
Integral Investment Advisors
California
$316K – – –
PCM
2124
Pointe Capital Management
Michigan
$316K – – –
IPWA
2125
International Private Wealth Advisors
California
$316K -$47.8K -284 -13%