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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2301
Copia Wealth Management
Oregon
$106K +$111K +878 New
PMAM
2302
Picton Mahoney Asset Management
Ontario, Canada
$104K +$35.3K +280 +48%
BLC
2303
Brown, Lisle/Cummings
Rhode Island
$104K +$28.4K +225 +35%
SIS
2304
Strategic Investment Solutions
Illinois
$103K -$3.79K -30 -3%
NOI
2305
Newton One Investments
Delaware
$102K +$107K +848 New
PCFFS
2306
Pacific Center for Financial Services
California
$102K – – –
GEA
2307
Glen Eagle Advisors
New Jersey
$101K – – –
ITIM
2308
Indiana Trust & Investment Management
Indiana
$99.5K +$3.28K +26 +3%
MSWM
2309
Mowery & Schoenfeld Wealth Management
Illinois
$99.4K +$23.7K +188 +29%
EPIME
2310
Evelyn Partners Investment Management (Europe)
$98.7K +$103K +820 New
NECFA
2311
New England Capital Financial Advisors
Connecticut
$94.2K +$1.01K +8 +1%
UBP
2312
Union Bancaire Privee
Switzerland
$93K +$97.8K +775 New
CM
2313
Capula Management
Cayman Islands
$90.4K +$80.7K +640 +577%
GIM
2314
Gold Investment Management
Alberta, Canada
$90.3K – – –
PCA
2315
PMV Capital Advisers
Texas
$90.3K +$94.6K +750 New
TWD
2316
True Wealth Design
Ohio
$89.7K +$70.8K +561 +305%
RTC
2317
Riverview Trust Company
Washington
$88.7K +$631 +5 +0.7%
AA
2318
AlphaMark Advisors
Kentucky
$87K – – –
RWM
2319
Ruedi Wealth Management
Illinois
$86.4K – – –
FWA
2320
FSC Wealth Advisors
New York
$86.4K -$252 -2 -0.3%
FLP
2321
Financial Life Planners
Arizona
$86.1K +$90.2K +715 New
DCM
2322
Davis Capital Management
Florida
$84.6K – – –
KWAG
2323
Kiely Wealth Advisory Group
North Carolina
$84.6K – – –
BCM
2324
Birch Capital Management
Texas
$84.2K +$88.3K +700 New
GFM
2325
GF Fund Management
China
$82.9K +$86.9K +689 New
91 92
93
94 95