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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWC
2226
Spectrum Wealth Counsel
Indiana
$48.6K – – –
WOSD
2227
WFA of San Diego
California
$48K – – –
BCM
2228
Basso Capital Management
Connecticut
$47.2K -$53.4K -460 -54%
DFA
2229
DHJJ Financial Advisors
Illinois
$47.2K – – –
FCMT
2230
Founders Capital Management (Texas)
Texas
$46K – – –
BCM
2231
Blume Capital Management
California
$42.5K – – –
BC
2232
Barrett & Company
Rhode Island
$41.2K +$465 +4 +1%
OW
2233
Olistico Wealth
Oklahoma
$41K – – –
PWA
2234
Provenance Wealth Advisors
Florida
$40.9K – – –
NL
2235
NVWM LLC
Pennsylvania
$40.4K – – –
IRC
2236
Investors Research Corp
Georgia
$39.2K -$90K -775 -71%
BWAM
2237
Boyd Watterson Asset Management
Ohio
$39.1K – – –
SHIM
2238
Stone House Investment Management
Pennsylvania
$38.8K – – –
NCM
2239
Northwest Capital Management
Oregon
$38.6K -$8.6K -74 -19%
WAS
2240
Winch Advisory Services
Wisconsin
$38.5K +$465 +4 +1%
CWP
2241
Concord Wealth Partners
Virginia
$37.5K +$34.6K +298 +2,709%
WWP
2242
WR Wealth Planners
Missouri
$37.3K +$5.34K +46 +18%
CCC
2243
Chelsea Counsel Company
California
$36.8K – – –
FPFS
2244
First Personal Financial Services
North Carolina
$36.8K +$349 +3 +1%
SC
2245
Sawyer & Company
Massachusetts
$36K – – –
PWMG
2246
Prestige Wealth Management Group
New Jersey
$36K -$2.9K -25 -8%
MAM
2247
Meeder Asset Management
Ohio
$35.6K +$813 +7 +2%
BIA
2248
Bell Investment Advisors
California
$33K +$2.21K +19 +8%
CTWM
2249
Cherry Tree Wealth Management
Minnesota
$32.7K – – –
S
2250
Sachetta
Massachusetts
$32.5K – – –
88 89
90
91 92