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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
2276
Capstone Wealth Management (Alabama)
Alabama
$312K +$299K +1,723 New
CC
2277
Chicago Capital
Illinois
$311K -$18.9K -109 -6%
RFN
2278
RDA Financial Network
Iowa
$310K -$5.55K -32 -2%
MHWM
2279
Montz Harcus Wealth Management
Louisiana
$309K -$28.8K -166 -9%
NWA
2280
New World Advisors
Massachusetts
$309K +$31K +179 +12%
CF
2281
Convergence Financial
Missouri
$309K +$296K +1,709 New
PWM
2282
Proathlete Wealth Management
Florida
$308K – – –
PAS
2283
Parsonex Advisory Services
Colorado
$308K -$96.6K -557 -25%
EIA
2284
Eastover Investment Advisors
North Carolina
$308K – – –
GFL
2285
Granite FO LLC
New Hampshire
$308K – – –
MSA
2286
McAlister Sweet & Associates
Texas
$308K – – –
WWM
2287
Wiser Wealth Management
Georgia
$308K +$23.9K +138 +9%
SWM
2288
Stockman Wealth Management
Montana
$307K +$10.4K +60 +4%
CJ
2289
Caitlin John
Michigan
$307K +$279K +1,609 +1,828%
AU
2290
AlphaGrep UK
$307K -$183K -1,058 -38%
AG
2291
AIA Group
Hong Kong
$307K +$294K +1,695 New
IA
2292
Inspire Advisors
Idaho
$307K +$18K +104 +7%
KAM
2293
Knightsbridge Asset Management
California
$306K -$6.76K -39 -2%
IWN
2294
Independent Wealth Network
Iowa
$306K -$1.91K -11 -0.6%
FUBT
2295
First United Bank & Trust
Maryland
$305K +$5.38K +31 +2%
KFAS
2296
Keating Financial Advisory Services
Kansas
$304K +$62.8K +362 +27%
NL
2297
Navalign LLC
California
$304K +$2.25K +13 +0.8%
BTD
2298
BankPlus Trust Department
Mississippi
$303K -$19.6K -113 -6%
RFA
2299
Resurgent Financial Advisors
Georgia
$303K +$24.6K +142 +9%
CP
2300
Canopy Partners
Ohio
$303K -$24.1K -139 -8%
90 91
92
93 94