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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2351
Medallion Wealth Advisors
Connecticut
$228K -$42.8K -302 -17%
SSWG
2352
Seven Springs Wealth Group
Tennessee
$227K +$203K +1,432 New
CWP
2353
Core Wealth Partners
California
$227K +$203K +1,430 New
PCM
2354
Polymer Capital Management
New York
$227K +$202K +1,429 New
VP
2355
Verum Partners
North Carolina
$227K +$202K +1,427 New
WFMPM
2356
Woodley Farra Manion Portfolio Management
Indiana
$226K +$200K +1,410 New
JC
2357
Jacobs & Co
California
$226K +$203K +1,430 New
PSP
2358
Pacific Sage Partners
Washington
$226K +$202K +1,423 New
ACA
2359
Aspire Capital Advisors
Washington
$226K +$201K +1,421 New
USWIA
2360
UP Strategic Wealth Investment Advisors
Pennsylvania
$226K +$201K +1,421 New
PSFG
2361
Prairie Sky Financial Group
Illinois
$225K +$201K +1,419 New
UIA
2362
Ulland Investment Advisors
Minnesota
$225K – – –
GSF
2363
Grove Street Fiduciary
New Hampshire
$225K +$200K +1,415 New
RW
2364
Rede Wealth
Virginia
$224K +$200K +1,414 New
CFP
2365
Cascade Financial Partners
California
$224K +$200K +1,414 New
ACM
2366
Advance Capital Management
Michigan
$224K +$200K +1,413 New
PWM
2367
Partnership Wealth Management
Maryland
$224K +$200K +1,412 New
AIA
2368
Accelerate Investment Advisors
California
$224K +$200K +1,412 New
CPL
2369
CAP Partners LLC
Tennessee
$222K +$198K +1,401 New
JSL
2370
JT Stratford LLC
Georgia
$222K +$198K +1,401 New
MCP
2371
Mirador Capital Partners
California
$222K +$198K +1,401 New
PHIC
2372
Pine Haven Investment Counsel
Massachusetts
$222K +$198K +1,400 New
FA
2373
Forefront Analytics
Pennsylvania
$222K +$198K +1,401 New
ALA
2374
Atlas Legacy Advisors
California
$221K +$198K +1,395 New
AWA
2375
AmeriServ Wealth Advisors
Pennsylvania
$221K +$197K +1,392 New
93 94
95
96 97