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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2301
Roble Belko & Company
Pennsylvania
$290K -$25.8K -150 -9%
JTWM
2302
Jackson Thornton Wealth Management
Alabama
$290K +$280K +1,631 New
CWA
2303
Canvas Wealth Advisors
Kansas
$290K +$315K +1,837 New
OFA
2304
Onyx Financial Advisors
Idaho
$290K +$1.55K +9 +0.6%
MAG
2305
M3 Advisory Group
Massachusetts
$289K +$8.07K +47 +3%
MWM
2306
Maridea Wealth Management
New York
$288K +$272K +1,584 New
EFG
2307
Ethos Financial Group
Pennsylvania
$288K +$269K +1,567 New
OIC
2308
Orion Investment Company
Missouri
$287K – – –
NIA
2309
NIA Impact Advisors
California
$287K +$10.8K +63 +4%
EMAM
2310
Encompass More Asset Management
California
$287K +$270K +1,575 New
GF
2311
Gries Financial
Ohio
$286K -$37.1K -216 -12%
LC
2312
Lincoln Capital
Nebraska
$286K -$60.1K -350 -18%
VFPW
2313
Vantage Financial Partners (Wisconsin)
Wisconsin
$286K +$515 +3 +0.2%
CMBA
2314
C.M. Bidwell & Associates
Hawaii
$285K -$1.55K -9 -0.6%
B
2315
Bensler
Washington
$285K +$269K +1,564 New
EC
2316
EntryPoint Capital
New York
$285K +$269K +1,564 New
LC
2317
Lavaca Capital
Texas
$284K – – –
MCP
2318
Mirador Capital Partners
California
$284K +$27.6K +161 +11%
WWM
2319
Wiser Wealth Management
Georgia
$284K +$268K +1,560 New
TCOTS
2320
Trust Company of the South
North Carolina
$283K – – –
PCM
2321
Poehling Capital Management
Wisconsin
$283K – – –
SGI
2322
Swan Global Investments
Colorado
$283K +$37.8K +220 +16%
LFP
2323
Lakeshore Financial Planning
Michigan
$282K – – –
ITFISA
2324
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$281K -$164K -955 -38%
LWIC
2325
Leith Wheeler Investment Counsel
British Columbia, Canada
$281K -$14M -81,369 -98%
91 92
93
94 95