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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
2276
Legacy Financial Strategies
Kansas
$300K +$283K +1,649 New
CCG
2277
Coastwise Capital Group
California
$300K -$31.6K -184 -10%
KOMWMG
2278
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$300K +$2.23K +13 +0.8%
JWWM
2279
Johnson & White Wealth Management
Pennsylvania
$300K -$4.98K -29 -2%
WAOI
2280
Wealth Advisors of Iowa
Iowa
$298K +$515 +3 +0.2%
SW
2281
SlateStone Wealth
Florida
$298K – – –
SWM
2282
SpringVest Wealth Management
Texas
$298K +$7.56K +44 +3%
CAS
2283
Coppell Advisory Solutions
Texas
$297K -$2.94M -17,096 -91%
CWA
2284
Consilio Wealth Advisors
Washington
$297K +$14.9K +87 +6%
FNBOO
2285
First National Bank of Omaha
Nebraska
$297K – – –
BFA
2286
Bright Financial Advisors
Michigan
$295K +$172 +1 +0.1%
APW
2287
Aurora Private Wealth
New Jersey
$295K +$172 +1 +0.1%
FWM
2288
Forza Wealth Management
Florida
$295K -$12K -70 -4%
WP
2289
Waycross Partners
Kentucky
$295K – – –
TA
2290
TPG Advisors
Illinois
$294K – – –
BIA
2291
Beacon Investment Advisors
Maryland
$294K – – –
CCA
2292
Carrera Capital Advisors
Michigan
$294K -$2.04M -11,908 -88%
PWA
2293
Providence Wealth Advisors
Illinois
$293K +$301K +1,750 New
MI
2294
Motiv8 Investments
Florida
$293K -$48.3K -281 -15%
HCM
2295
Hengehold Capital Management
Ohio
$292K – – –
B
2296
Bailard
California
$292K -$4.81K -28 -2%
PIP
2297
Peachtree Investment Partners
Florida
$292K +$275K +1,601 New
LFA
2298
Longview Financial Advisors
Alabama
$291K -$48.9K -285 -15%
WWM
2299
WJ Wealth Management
Arizona
$291K – – –
CFG
2300
CMC Financial Group
Georgia
$291K +$274K +1,596 New
90 91
92
93 94