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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2226
AFT Forsyth & Company
Florida
$276K – – –
GCM
2227
GKV Capital Management
California
$276K – – –
GFL
2228
Granite FO LLC
New Hampshire
$276K – – –
TWP
2229
Total Wealth Planning
Ohio
$276K – – –
OA
2230
Oxbow Advisors
Texas
$275K +$6.73K +40 +2%
SDWMA
2231
Schneider Downs Wealth Management Advisors
Pennsylvania
$275K +$27.4K +163 +11%
MIM
2232
Montgomery Investment Management
Maryland
$275K +$2.19K +13 +0.8%
LFG
2233
Lockerman Financial Group
California
$274K +$4.04K +24 +1%
IWM
2234
IMG Wealth Management
Florida
$274K – – –
MFF
2235
Michels Family Financial
Texas
$273K +$505 +3 +0.2%
AWA
2236
Aletheian Wealth Advisors
Washington
$272K -$8.24K -49 -3%
TCOTS
2237
Trust Company of the South
North Carolina
$272K +$20.9K +124 +8%
PWM
2238
Proathlete Wealth Management
Florida
$270K -$1.18K -7 -0.4%
NL
2239
Navalign LLC
California
$270K +$280K +1,666 New
CWA
2240
Canvas Wealth Advisors
Kansas
$270K -$12.4K -74 -4%
CWA
2241
Carolina Wealth Advisors
South Carolina
$270K +$188K +1,119 +205%
EL
2242
Essex LLC
Illinois
$270K -$168 -1 -0.1%
LC
2243
Lavaca Capital
Texas
$270K +$16.8K +100 +6%
MWA
2244
Midland Wealth Advisors
Illinois
$269K -$38.5K -229 -12%
FUBT
2245
First United Bank & Trust
Maryland
$268K -$18.7K -111 -6%
CCG
2246
Coastwise Capital Group
California
$268K +$505 +3 +0.2%
CTA
2247
Colonial Trust Advisors
South Carolina
$268K – – –
SIAP
2248
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$268K – – –
JWWM
2249
Johnson & White Wealth Management
Pennsylvania
$267K – – –
RPGNY
2250
Retirement Planning Group (New York)
New York
$267K +$673 +4 +0.2%
88 89
90
91 92