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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
1951
Mine & Arao Wealth Creation & Management
California
$11K
HWM
1952
HighMark Wealth Management
Minnesota
$10K -$6.5K -65 -38%
PP
1953
Pacifica Partners
Canada
$10K
AFG
1954
Albion Financial Group
Utah
$10K +$10.2K +102 New
FPB
1955
First PREMIER Bank
South Dakota
$9K
GWA
1956
Gibson Wealth Advisors
Texas
$9K
LWP
1957
Laurel Wealth Planning
Minnesota
$9K
MWC
1958
MBM Wealth Consultants
Missouri
$9K
MFC
1959
Mechanics Financial Corp
Ohio
$9K
WAS
1960
Winch Advisory Services
Wisconsin
$9K
ZC
1961
Zeit Capital
Colorado
$9K
RCM
1962
Regency Capital Management
Hawaii
$8K +$8.3K +83 New
RFWA
1963
RPg Family Wealth Advisory
Massachusetts
$7.14K +$7.5K +75 New
EA
1964
Evolution Advisers
Virginia
$7K
FRA
1965
Front Row Advisors
California
$7K
MTIC
1966
Missouri Trust & Investment Company
Missouri
$7K
PCTC
1967
Perkins Coie Trust Company
Washington
$7K
WFA
1968
West Financial Advisors
Iowa
$7K +$7.8K +78 New
MS
1969
Mizuho Securities
Japan
$6K -$200 -2 -3%
DI
1970
Disciplined Investments
Oklahoma
$6K +$5K +50 +417%
BBPWM
1971
Blue Bell Private Wealth Management
Pennsylvania
$5K -$10K -100 -67%
GTAM
1972
Global Trust Asset Management
Florida
$5K
SSC
1973
Syverson Strege & Co
Iowa
$5K
CI
1974
Cordant Inc
Oregon
$5K +$5K +50 New
WPWM
1975
Western Pacific Wealth Management
Illinois
$4K