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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
2426
Root Financial Partners
California
$249K +$235K +1,366 New
TA
2427
Teramo Advisors
Florida
$248K – – –
KFA
2428
Kelleher Financial Advisors
New York
$248K -$2.58K -15 -1%
CHC
2429
City Holding Co
West Virginia
$247K – – –
CWG
2430
Crown Wealth Group
North Carolina
$247K – – –
AA
2431
Argent Advisors
Louisiana
$246K +$232K +1,352 New
YDMI
2432
Y.D. More Investments
Israel
$246K -$29K -169 -11%
TIM
2433
Tortoise Investment Management
New York
$246K +$3.95K +23 +2%
AWM
2434
Act Wealth Management
Texas
$246K -$28.3K -165 -11%
LPAM
2435
Lodestar Private Asset Management
California
$246K -$149K -870 -39%
ACM
2436
Aster Capital Management
United Arab Emirates
$246K +$232K +1,350 New
RB
2437
Renasant Bank
Mississippi
$246K -$111K -644 -32%
WCG
2438
Weaver Consulting Group
California
$246K +$4.81K +28 +2%
SLC
2439
Second Line Capital
Louisiana
$245K +$10.5K +61 +5%
WFAG
2440
Wescott Financial Advisory Group
Pennsylvania
$245K +$1.03K +6 +0.4%
JF
2441
JSF Financial
California
$245K +$231K +1,344 New
CFCI
2442
Comprehensive Financial Consultants Institutional
Indiana
$244K -$20.3K -118 -8%
RW
2443
Rockport Wealth
Ohio
$244K +$230K +1,342 New
SIA
2444
SkyView Investment Advisors
New Jersey
$244K -$282K -1,640 -55%
AA
2445
Alesco Advisors
New York
$244K +$230K +1,339 New
GWM
2446
Greenhouse Wealth Management
Connecticut
$243K – – –
ML
2447
Mayport LLC
Massachusetts
$242K +$229K +1,331 New
VFIC
2448
Valley Forge Investment Consultants
Pennsylvania
$242K +$172 +1 +0.1%
QFA
2449
Quantum Financial Advisors
California
$242K +$11.8K +69 +5%
TF
2450
Tudor Financial
Ohio
$242K +$687 +4 +0.3%
96 97
98
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