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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2351
Presilium Private Wealth
Pennsylvania
$287K +$867 +5 +0.3%
VWM
2352
Vigilare Wealth Management
Arizona
$287K -$68.7K -396 -20%
TLP
2353
Trinity Legacy Partners
Texas
$287K – – –
GFWA
2354
Grey Fox Wealth Advisors
Delaware
$286K +$272K +1,568 New
DAC
2355
Dutch Asset Corp
New York
$286K +$37.3K +215 +16%
BFPW
2356
BOK Financial Private Wealth
Colorado
$284K -$198K -1,143 -42%
B
2357
Bailard
California
$284K -$9.71K -56 -3%
PGWM
2358
Parisi Gray Wealth Management
New Jersey
$283K -$3.47K -20 -1%
WBC
2359
Westpac Banking Corp
Australia
$283K -$2.01M -11,606 -88%
EP
2360
Essential Partners
California
$283K -$31K -179 -10%
BFG
2361
Beto Financial Group
Idaho
$283K +$1.39K +8 +0.5%
ODIJL
2362
One Day In July LLC
Vermont
$283K +$271K +1,562 New
CG
2363
Clarus Group
Texas
$282K – – –
TCM
2364
Towercrest Capital Management
Pennsylvania
$282K – – –
LWA
2365
LifeGoal Wealth Advisors
New York
$282K +$6.76K +39 +3%
PCM
2366
Poehling Capital Management
Wisconsin
$281K – – –
AIFAIM
2367
American Institute for Advanced Investment Management
Arizona
$281K – – –
WAC
2368
William Allan Corp
Colorado
$281K +$1.04K +6 +0.4%
G
2369
GenTrust
Florida
$280K +$10.6K +61 +4%
LFP
2370
Lakeshore Financial Planning
Michigan
$280K – – –
NFC
2371
Northstar Financial Companies
Pennsylvania
$280K +$6.42K +37 +2%
BAWC
2372
Boyce & Associates Wealth Consulting
Texas
$279K – – –
RCA
2373
Rose Capital Advisors
Florida
$278K +$267K +1,539 New
GIA
2374
GHP Investment Advisors
Colorado
$278K -$11.4K -66 -4%
SPWM
2375
Schrum Private Wealth Management
Florida
$278K -$137K -789 -22%
93 94
95
96 97