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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAOI
2176
Wealth Advisors of Iowa
Iowa
$321K +$51.4K +296 +18%
CCM
2177
Crew Capital Management
Ohio
$321K – – –
SP
2178
Successful Portfolios
Florida
$320K -$159K -916 -32%
FFS
2179
Forge Financial Services
Oklahoma
$319K +$3.82K +22 +1%
CWMS
2180
Cannon Wealth Management Services
North Carolina
$319K +$1.91K +11 +0.6%
CD
2181
Chapin Davis
Maryland
$318K – – –
LWM
2182
Laidlaw Wealth Management
New York
$316K -$82.4K -474 -20%
HFP
2183
Holistic Financial Partners
Indiana
$316K +$108K +620 +48%
PWG
2184
Private Wealth Group
Florida
$315K – – –
LWM
2185
Liberty Wealth Management
California
$315K -$81.2K -467 -20%
JMA
2186
J.M. Arbour
Maine
$314K -$39.3K -226 -11%
LK
2187
Lumbard & Kellner
New Hampshire
$314K – – –
PGAM
2188
Princeton Global Asset Management
New Jersey
$314K -$521K -3,000 -61%
GWM
2189
Greenwich Wealth Management
Connecticut
$313K +$5.39K +31 +2%
SCM
2190
Sunbeam Capital Management
Georgia
$313K +$1.91K +11 +0.6%
RF
2191
Roxbury Financial
New Jersey
$312K +$1.22K +7 +0.4%
BCM
2192
Boltwood Capital Management
California
$312K +$1.74K +10 +0.5%
MHWM
2193
Montz Harcus Wealth Management
Louisiana
$310K +$5.91K +34 +2%
LC
2194
Landaas & Company
Wisconsin
$310K – – –
PCM
2195
Passive Capital Management
Maryland
$310K -$25.4K -146 -7%
FFB
2196
First Financial Bankshares
Texas
$310K +$6.43K +37 +2%
TIM
2197
Thompson Investment Management
Wisconsin
$309K – – –
JTWM
2198
Jackson Thornton Wealth Management
Alabama
$308K -$155K -892 -32%
PEA
2199
Park Edge Advisors
Ohio
$308K -$1.54M -8,840 -83%
EW
2200
Enzi Wealth
Texas
$307K +$1.74K +10 +0.5%
86 87
88
89 90