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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2301
Act Wealth Management
Texas
$303K – – –
AW
2302
Alteri Wealth
California
$303K +$10.6K +61 +4%
RPGNY
2303
Retirement Planning Group (New York)
New York
$303K +$694 +4 +0.2%
KW
2304
Keyvantage Wealth
Pennsylvania
$302K -$49.6K -286 -15%
WC
2305
Whitney & Co
New York
$302K +$2.25K +13 +0.8%
BDF
2306
Black Diamond Financial
Maryland
$301K +$289K +1,666 New
THL
2307
Tillman Hartley LLC
Colorado
$301K -$55.3K -319 -16%
BWM
2308
Baron Wealth Management
Michigan
$301K +$61.2K +353 +27%
MFG
2309
Mosaic Financial Group
Illinois
$300K -$12.7K -73 -4%
JWWM
2310
Johnson & White Wealth Management
Pennsylvania
$300K +$1.39K +8 +0.5%
WWM
2311
Walser Wealth Management
Florida
$299K +$33K +190 +13%
MWM
2312
Maridea Wealth Management
New York
$299K -$70.2K -405 -20%
SIAP
2313
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$299K – – –
HFBOT
2314
Home Federal Bank of Tennessee
Tennessee
$299K +$286K +1,650 New
OFA
2315
Onyx Financial Advisors
Idaho
$298K +$2.6K +15 +0.9%
LC
2316
Lincoln Capital
Nebraska
$298K -$31.9K -184 -10%
WMWM
2317
Wilkins Miller Wealth Management
Alabama
$297K -$17K -98 -6%
NC
2318
NewSquare Capital
Pennsylvania
$297K +$56.9K +328 +25%
HFP
2319
Holistic Financial Partners
Indiana
$297K -$46.5K -268 -14%
MWA
2320
Midland Wealth Advisors
Illinois
$297K -$5.2K -30 -2%
BSSFA
2321
Baron Silver Stevens Financial Advisors
Florida
$296K +$10.8K +62 +4%
CWMGP
2322
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$296K +$347 +2 +0.1%
PGFG
2323
Pine Grove Financial Group
Minnesota
$296K +$283K +1,634 New
RB
2324
Renasant Bank
Mississippi
$295K – – –
CWA
2325
Consilio Wealth Advisors
Washington
$295K +$4.16K +24 +1%
91 92
93
94 95