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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2401
Marathon Capital Management
Maryland
$257K -$47.2K -275 -16%
FA
2402
Forefront Analytics
Pennsylvania
$257K +$2.06K +12 +0.9%
GIA
2403
GHP Investment Advisors
Colorado
$257K +$11K +64 +5%
HCWM
2404
Hidden Cove Wealth Management
Washington
$257K +$14.4K +84 +6%
AWM
2405
Activest Wealth Management
Florida
$257K +$5.5K +32 +2%
EC
2406
EdgeRock Capital
Colorado
$256K +$241K +1,404 New
MWA
2407
Motive Wealth Advisors
Michigan
$256K +$241K +1,404 New
RFN
2408
RDA Financial Network
Iowa
$256K +$4.98K +29 +2%
DWA
2409
Delta Wealth Advisors
Indiana
$255K -$16.1K -94 -6%
PHIC
2410
Pine Haven Investment Counsel
Massachusetts
$255K – – –
PCA
2411
Providence Capital Advisors
North Carolina
$255K +$240K +1,400 New
HCM
2412
Hutchinson Capital Management
California
$254K +$23.4K +136 +11%
FCM
2413
Firestone Capital Management
Florida
$254K -$11K -64 -4%
AWA
2414
AmeriServ Wealth Advisors
Pennsylvania
$254K – – –
LI
2415
Lafayette Investments
Maryland
$253K -$9.45K -55 -4%
MWM
2416
MBE Wealth Management
Wisconsin
$252K – – –
SCM
2417
Sterneck Capital Management
Missouri
$252K – – –
AWA
2418
Acorn Wealth Advisors
Michigan
$250K +$1.89K +11 +0.8%
SFM
2419
Signet Financial Management
New Jersey
$250K +$5.32K +31 +2%
CP
2420
Canopy Partners
Ohio
$250K +$6.53K +38 +3%
UBG
2421
United Bank (Georgia)
Georgia
$250K – – –
RIS
2422
Richmond Investment Services
Wisconsin
$250K +$235K +1,371 New
PWP
2423
Precedent Wealth Partners
Texas
$250K +$235K +1,370 New
WCM
2424
Westend Capital Management
California
$249K – – –
RFP
2425
Root Financial Partners
California
$249K +$235K +1,366 New
95 96
97
98 99