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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
2251
Harrell Investment Partners
Texas
$309K -$622K -3,624 -68%
AI
2252
AdvisorShares Investments
Maryland
$309K -$103K -600 -26%
MCM
2253
Maple Capital Management
Vermont
$308K – – –
IWM
2254
IMG Wealth Management
Florida
$308K +$22.3K +130 +8%
MIM
2255
Montgomery Investment Management
Maryland
$306K – – –
MFF
2256
Michels Family Financial
Texas
$306K -$21.5K -125 -7%
MA
2257
Mezzasalma Advisors
New Jersey
$306K -$16.3K -95 -5%
PWM
2258
Proathlete Wealth Management
Florida
$305K +$1.2K +7 +0.4%
PGWM
2259
Parisi Gray Wealth Management
New Jersey
$304K -$1.55K -9 -0.5%
PCP
2260
Panoramic Capital Partners
Oregon
$304K +$14.3K +83 +5%
LFG
2261
Lockerman Financial Group
California
$304K +$11.2K +65 +4%
EL
2262
Essex LLC
Illinois
$303K – – –
SPC
2263
Spirepoint Private Client
Florida
$303K – – –
ICM
2264
IMS Capital Management
Oregon
$302K -$47.9K -279 -14%
AG
2265
AmeriFlex Group
Nevada
$302K -$2.4K -14 -0.8%
WAM
2266
WNY Asset Management
New York
$302K +$68.2K +397 +32%
OA
2267
Oxbow Advisors
Texas
$302K -$112K -654 -28%
GWA
2268
Gutierrez Wealth Advisory
Arkansas
$302K -$105K -609 -27%
AW
2269
Alteri Wealth
California
$301K -$39.7K -231 -12%
RPGNY
2270
Retirement Planning Group (New York)
New York
$301K -$343 -2 -0.1%
FC
2271
Fairscale Capital
New Hampshire
$301K +$17.2K +100 +6%
SIAP
2272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$301K -$2.4K -14 -0.8%
AF
2273
Abound Financial
California
$301K – – –
CTA
2274
Colonial Trust Advisors
South Carolina
$301K – – –
LFS
2275
Legacy Financial Strategies
Kansas
$300K +$283K +1,649 New
89 90
91
92 93