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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
2401
Buck Wealth Strategies
Colorado
$243K +$255K +1,470 New
PAM
2402
Palisade Asset Management
Minnesota
$243K +$3.13K +18 +1%
WWM
2403
Walser Wealth Management
Florida
$242K +$2.08K +12 +0.8%
DWA
2404
Delta Wealth Advisors
Indiana
$242K +$11.1K +64 +5%
PAM
2405
Peak Asset Management
Colorado
$242K – – –
WCA
2406
Whetstone Capital Advisors
Kansas
$242K +$5.73K +33 +2%
CWP
2407
Core Wealth Partners
California
$241K +$174 +1 +0.1%
WFMPM
2408
Woodley Farra Manion Portfolio Management
Indiana
$241K +$869 +5 +0.3%
TLP
2409
Trinity Legacy Partners
Texas
$241K +$4K +23 +2%
CWA
2410
Consilium Wealth Advisory
Texas
$241K +$253K +1,457 New
CWA
2411
CM Wealth Advisors
Ohio
$241K +$251K +1,443 New
TA
2412
TFB Advisors
Kansas
$240K -$126K -723 -33%
AP
2413
Arlington Partners
Alabama
$240K +$253K +1,454 New
MCP
2414
Mirador Capital Partners
California
$240K -$7.13K -41 -3%
WA
2415
Whipplewood Advisors
Colorado
$240K +$125K +720 +98%
FA
2416
Forefront Analytics
Pennsylvania
$240K +$2.26K +13 +0.9%
LWA
2417
LifeGoal Wealth Advisors
New York
$239K +$264K +1,521 New
MIM
2418
Moseley Investment Management
Florida
$239K – – –
CFS
2419
CGC Financial Services
Oregon
$239K – – –
SLC
2420
Second Line Capital
Louisiana
$238K +$4.69K +27 +2%
CWG
2421
Crown Wealth Group
North Carolina
$238K +$250K +1,439 New
TPWA
2422
Twin Peaks Wealth Advisors
California
$238K +$7.47K +43 +3%
CFC
2423
Coyle Financial Counsel
Illinois
$237K +$249K +1,432 New
SAM
2424
Simplify Asset Management
Nevada
$236K -$15.5K -89 -6%
SAM
2425
Stembrook Asset Management
New Jersey
$236K – – –
95 96
97
98 99