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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
2126
Catalyst Funds Management
Australia
$380K -$489K -2,822 -57%
OHWP
2127
Oak Harbor Wealth Partners
North Carolina
$380K -$62.1K -358 -15%
MCM
2128
Morton Capital Management
California
$380K +$5.38K +31 +1%
SMA
2129
Seven Mile Advisory
New Jersey
$379K -$57.1K -329 -14%
MKC
2130
M. Kraus & Co
Vermont
$379K -$8.67K -50 -2%
TWM
2131
TriaGen Wealth Management
California
$379K +$5.2K +30 +1%
BWM
2132
BKM Wealth Management
Wisconsin
$379K -$12.1K -70 -3%
AIM
2133
Acropolis Investment Management
Missouri
$378K -$2.95K -17 -0.8%
SCM
2134
Sunbeam Capital Management
Georgia
$378K +$34.7K +200 +11%
BWA
2135
BCU Wealth Advisors
Illinois
$378K +$3.12K +18 +0.9%
WIC
2136
Wilkins Investment Counsel
Massachusetts
$377K – – –
JSL
2137
JT Stratford LLC
Georgia
$377K +$3.12K +18 +0.9%
AP
2138
Advisortrust Partners
North Carolina
$376K +$125K +718 +53%
CFM
2139
Compass Financial Management
Florida
$376K +$353K +2,036 New
FC
2140
Fulcrum Capital
Washington
$376K -$76.3K -440 -17%
BW
2141
Basepoint Wealth
Iowa
$375K +$2.25K +13 +0.6%
TWP
2142
Tenet Wealth Partners
Illinois
$374K +$332K +1,912 New
BFA
2143
Bragg Financial Advisors
North Carolina
$372K -$16.3K -94 -4%
RS
2144
Retirement Solution
Washington
$371K +$356K +2,050 New
NAS
2145
NWF Advisory Services
California
$370K – – –
FOA
2146
Five Oceans Advisors
California
$369K -$9.54K -55 -3%
OWCM
2147
One Wealth Capital Management
Arizona
$369K +$354K +2,042 New
GAM
2148
Gemmer Asset Management
California
$369K +$14.7K +85 +4%
OC
2149
Optima Capital
Oregon
$369K -$1.56K -9 -0.4%
EWA
2150
Evolution Wealth Advisors
Florida
$369K -$20.8K -120 -6%
84 85
86
87 88