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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2351
Wolff Wiese Magana
California
$57.5K – – –
IFS
2352
Intelligent Financial Strategies
Minnesota
$57.2K – – –
C
2353
Covestor
United Kingdom
$57K +$1.01K +8 +2%
MEG
2354
Millstone Evans Group
Colorado
$56.8K +$59.5K +472 New
DWM
2355
Darwin Wealth Management
Florida
$54K +$252 +2 +0.4%
RWS
2356
Retirement Wealth Solutions
Wisconsin
$53.7K +$57.8K +458 New
CAWM
2357
Capital A Wealth Management
Pennsylvania
$53.5K +$56K +444 New
MLA
2358
MB, Levis & Associates
Pennsylvania
$52.6K – – –
BBPWM
2359
Blue Bell Private Wealth Management
Pennsylvania
$52K -$18.4K -146 -25%
JFG
2360
Jefferies Financial Group
New York
$52K +$54.5K +432 New
PIS
2361
POM Investment Strategies
North Carolina
$51.4K +$631 +5 +1%
SIM
2362
Studio Investment Management
Illinois
$51.1K – – –
KBFS
2363
Kohmann Bosshard Financial Services
Ohio
$50.3K +$52.7K +418 New
PA
2364
PSI Advisors
Florida
$49.7K +$126 +1 +0.2%
ADL
2365
Asset Dedication LLC
California
$49.6K +$18.5K +147 +55%
SPF
2366
South Plains Financial
Texas
$49.6K +$52K +412 New
EIM
2367
Essex Investment Management
Massachusetts
$48.4K – – –
SWC
2368
Spectrum Wealth Counsel
Indiana
$48.1K – – –
CW
2369
Curio Wealth
Maryland
$48.1K +$50.5K +400 New
WW
2370
Winnow Wealth
Texas
$48.1K +$50.6K +401 New
DFA
2371
DHJJ Financial Advisors
Illinois
$46.8K – – –
BCM
2372
Basso Capital Management
Connecticut
$46.8K – – –
FCMT
2373
Founders Capital Management (Texas)
Texas
$45.6K – – –
CAIM
2374
Catherine Avery Investment Management
Florida
$44.4K +$46.6K +369 New
WAS
2375
Winch Advisory Services
Wisconsin
$43.2K +$5.3K +42 +13%
93 94
95
96 97