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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
2351
American Institute for Advanced Investment Management
Arizona
$256K – – –
BGAI
2352
Bruce G. Allen Investments
Colorado
$256K -$20K -115 -7%
LFP
2353
Lakeshore Financial Planning
Michigan
$256K – – –
WAC
2354
William Allan Corp
Colorado
$255K +$6.6K +38 +3%
BAWC
2355
Boyce & Associates Wealth Consulting
Texas
$255K +$268K +1,543 New
APW
2356
Aurora Private Wealth
New Jersey
$255K – – –
MCWS
2357
McKinley Carter Wealth Services
West Virginia
$255K -$89.1K -513 -25%
LAM
2358
Lountzis Asset Management
Pennsylvania
$254K – – –
EPIMS
2359
Evelyn Partners Investment Management Services
$254K -$18.2K -105 -6%
RFA
2360
Resurgent Financial Advisors
Georgia
$254K +$2.08K +12 +0.8%
Members Trust
2361
Members Trust
Florida
$254K -$54.9K -316 -17%
PWM
2362
Partnership Wealth Management
Maryland
$254K +$19.6K +113 +8%
PFM
2363
Patton Fund Management
Texas
$253K – – –
CC
2364
Clearwave Capital
California
$253K +$174 +1 +0.1%
NWA
2365
New World Advisors
Massachusetts
$253K -$33.4K -192 -11%
WCM
2366
Westend Capital Management
California
$253K -$2.43K -14 -0.9%
PSP
2367
Principal Street Partners
Tennessee
$252K +$695 +4 +0.3%
LWIC
2368
Leith Wheeler Investment Counsel
British Columbia, Canada
$252K -$2.95K -17 -1%
AF
2369
Apollon Financial
South Carolina
$252K -$17.9K -103 -6%
OKSA
2370
O'Keefe Stevens Advisory
New York
$252K -$44.8K -258 -14%
GBWM
2371
Granite Bay Wealth Management
New Hampshire
$252K -$35.6K -205 -12%
ALA
2372
Atlas Legacy Advisors
California
$252K -$59.3K -341 -18%
MA
2373
McGrath & Associates
North Carolina
$251K – – –
W
2374
Wealthquest
Ohio
$250K +$37.4K +215 +17%
QPWM
2375
Quadrant Private Wealth Management
Pennsylvania
$250K +$15.5K +89 +6%