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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2351
Birinyi Associates
Connecticut
$273K – – –
GBWM
2352
Granite Bay Wealth Management
New Hampshire
$273K – – –
PAS
2353
Professional Advisory Services
Florida
$273K – – –
KFA
2354
Krane Funds Advisors
New York
$272K +$257K +1,495 New
CPG
2355
Cornerstone Planning Group
New Jersey
$272K +$87.9K +512 +45%
BL
2356
BFSG LLC
California
$272K – – –
FM
2357
Family Management
New York
$272K – – –
AWM
2358
Ariadne Wealth Management
California
$271K -$210K -1,223 -43%
NC
2359
NBW Capital
Massachusetts
$271K – – –
TLP
2360
Trinity Legacy Partners
Texas
$271K +$1.55K +9 +0.6%
AWM
2361
Allen Wealth Management
North Carolina
$270K – – –
HWM
2362
HFR Wealth Management
New York
$270K – – –
FDW
2363
Fourth Dimension Wealth
Ohio
$270K +$35.7K +208 +16%
TCM
2364
Twin Capital Management
Pennsylvania
$270K +$254K +1,480 New
OWM
2365
Omnitrust Wealth Management
Florida
$269K +$255K +1,486 New
MIM
2366
Moseley Investment Management
Florida
$269K +$20.1K +117 +9%
WA
2367
Wealthstream Advisors
New York
$268K -$184K -1,072 -42%
DCM
2368
Dimension Capital Management
Florida
$268K -$195K -1,135 -44%
CRI
2369
Commonwealth Retirement Investments
Virginia
$267K +$859 +5 +0.3%
CVA
2370
Central Valley Advisors
California
$267K – – –
HFP
2371
Holistic Financial Partners
Indiana
$267K +$251K +1,464 New
PAM
2372
Peak Asset Management
Colorado
$266K – – –
ARG
2373
Advisory Resource Group
Oklahoma
$265K – – –
BC
2374
Bridgefront Capital
Texas
$265K +$250K +1,453 New
EPIMS
2375
Evelyn Partners Investment Management Services
$264K -$67K -390 -21%
93 94
95
96 97