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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
DS
2401
DRW Securities
Illinois
$228K +$221K +1,424 New
QPWM
2402
Quadrant Private Wealth Management
Pennsylvania
$228K +$218K +1,410 New
JC
2403
Jacobs & Co
California
$228K -$775 -5 -0.3%
PWM
2404
Partnership Wealth Management
Maryland
$228K +$465 +3 +0.2%
CCA
2405
Cottonwood Capital Advisors
Utah
$227K +$1.08K +7 +0.5%
GSF
2406
Grove Street Fiduciary
New Hampshire
$227K – – –
RW
2407
Rede Wealth
Virginia
$227K -$127K -819 -37%
CFP
2408
Cascade Financial Partners
California
$227K – – –
SIS
2409
Strategic Investment Solutions
Illinois
$227K +$37.3K +241 +21%
TCM
2410
Towercrest Capital Management
Pennsylvania
$226K – – –
MWA
2411
Motive Wealth Advisors
Michigan
$226K -$465 -3 -0.2%
CWM
2412
Concentrum Wealth Management
California
$226K -$159K -1,028 -42%
1CP
2413
1015 Capital Partners
Pennsylvania
$226K +$218K +1,406 New
AFA
2414
Alpha Financial Advisors
North Carolina
$225K +$218K +1,405 New
HFS
2415
Hoge Financial Services
Pennsylvania
$225K -$9.91K -64 -4%
WCG
2416
Weaver Consulting Group
California
$225K +$2.32K +15 +1%
DWA
2417
Delta Wealth Advisors
Indiana
$225K – – –
PHIC
2418
Pine Haven Investment Counsel
Massachusetts
$225K – – –
GWM
2419
Greenhouse Wealth Management
Connecticut
$225K +$10.1K +65 +5%
WRPWM
2420
Werba Rubin Papier Wealth Management
California
$224K +$216K +1,394 New
MAM
2421
Madison Asset Management
Wisconsin
$223K – – –
BL
2422
BFSG LLC
California
$223K -$8.68K -56 -4%
CPWL
2423
Coquina Private Wealth LLC
Florida
$223K +$215K +1,390 New
JDLA
2424
J. Derek Lewis & Associates
California
$222K +$215K +1,387 New
CPSC
2425
Carl P. Sherr & Co
Massachusetts
$222K – – –
95 96
97
98 99