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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OMIC
2201
Old Mission Investment Co
Michigan
$345K +$6.24K +36 +2%
RCS
2202
R2 Capital Strategies
Nebraska
$344K +$330K +1,904 New
SFG
2203
Stonebridge Financial Group
California
$344K +$328K +1,890 New
LK
2204
Lumbard & Kellner
New Hampshire
$344K – – –
RF
2205
Roxbury Financial
New Jersey
$344K +$1.91K +11 +0.6%
VC
2206
Veery Capital
Delaware
$341K +$6.42K +37 +2%
KFS
2207
Kelly Financial Services
Massachusetts
$341K +$28.6K +165 +10%
MA
2208
Maxele Advisors
Missouri
$338K +$324K +1,870 New
GWM
2209
Greenwich Wealth Management
Connecticut
$337K -$5.38K -31 -2%
PWP
2210
Ponta Wealth Partners
Florida
$337K -$34K -196 -10%
RWM
2211
Rockline Wealth Management
New York
$336K – – –
AWC
2212
Abundance Wealth Counselors
Pennsylvania
$336K +$26.5K +153 +9%
CPWA
2213
Cerro Pacific Wealth Advisors
California
$336K +$2.77K +16 +0.9%
RIA
2214
Richwood Investment Advisors
Ohio
$335K -$16.8K -97 -5%
JMA
2215
J.M. Arbour
Maine
$335K -$8.5K -49 -3%
BCG
2216
Breakwater Capital Group
New Jersey
$335K – – –
IA
2217
Insight Advisors
Pennsylvania
$334K -$1.39K -8 -0.4%
TCBWMS
2218
Texas Capital Bank Wealth Management Services
Texas
$334K +$321K +1,848 New
CM
2219
Cercano Management
Washington
$334K – – –
FC
2220
Fairscale Capital
New Hampshire
$334K – – –
DIP
2221
DT Investment Partners
Pennsylvania
$334K – – –
LFS
2222
Legacy Financial Strategies
Kansas
$333K +$23.9K +138 +8%
SGFG
2223
Silver Grove Financial Group
New York
$333K +$19.9K +115 +7%
CTA
2224
Colonial Trust Advisors
South Carolina
$333K – – –
CB
2225
Community Bank
New York
$333K – – –
87 88
89
90 91