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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
OFA
2301
Onyx Financial Advisors
Idaho
$259K +$2.32K +15 +0.9%
WB
2302
West Bancorporation
Iowa
$259K – – –
RIA
2303
Realta Investment Advisors
Delaware
$259K -$17.8K -115 -7%
TA
2304
TPG Advisors
Illinois
$259K – – –
CP
2305
Canopy Partners
Ohio
$257K -$2.17K -14 -0.9%
B
2306
Bailard
California
$257K -$5.27K -34 -2%
OE
2307
October Effect
Virginia
$256K – – –
FFG
2308
Fiduciary Financial Group
California
$255K +$4.96K +32 +2%
SSWM
2309
Sheets Smith Wealth Management
North Carolina
$255K -$22.8K -147 -8%
VP
2310
Verum Partners
North Carolina
$255K -$8.06K -52 -3%
ACA
2311
Affinity Capital Advisors
California
$255K +$246K +1,589 New
GA
2312
Greenspring Advisors
Maryland
$255K +$246K +1,587 New
CAS
2313
Coppell Advisory Solutions
Texas
$254K -$5.73K -37 -2%
TPWA
2314
Twin Peaks Wealth Advisors
California
$254K +$216K +1,396 New
AL
2315
Aspiriant LLC
California
$253K +$30.4K +196 +14%
SDWMA
2316
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K -$18K -116 -7%
OIC
2317
Orion Investment Company
Missouri
$253K – – –
NFC
2318
Northstar Financial Companies
Pennsylvania
$253K +$13.6K +88 +6%
PPW
2319
Presilium Private Wealth
Pennsylvania
$252K -$20.9K -135 -8%
AA
2320
Argent Advisors
Louisiana
$252K +$244K +1,572 New
PGWM
2321
Parisi Gray Wealth Management
New Jersey
$252K -$9.14K -59 -4%
CMBA
2322
C.M. Bidwell & Associates
Hawaii
$251K – – –
CG
2323
Clarus Group
Texas
$250K -$76.4K -493 -24%
EV
2324
EJMK Ventures
Illinois
$250K +$242K +1,561 New
APW
2325
Aurora Private Wealth
New Jersey
$250K +$242K +1,561 New
91 92
93
94 95