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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
1976
Yukon Wealth Management
Kansas
$469K +$449K +2,590 New
S
1977
Steadtrust
Texas
$468K +$694 +4 +0.2%
SWM
1978
Stronghold Wealth Management
Florida
$468K +$3.47K +20 +0.8%
CF
1979
Clarity Financial
Texas
$468K -$2.25K -13 -0.5%
BW
1980
BXM Wealth
Colorado
$467K +$448K +2,584 New
PSF
1981
Pacific Sun Financial
California
$467K – – –
WF
1982
WealthPoint Financial
North Carolina
$467K +$16K +92 +4%
FWP
1983
FAS Wealth Partners
Kansas
$466K +$2.25K +13 +0.5%
IFWM
1984
Institute for Wealth Management
Colorado
$465K -$3.12K -18 -0.7%
EBA
1985
Eagle Bay Advisors
New York
$465K +$42.8K +247 +11%
PCM
1986
Prelude Capital Management
New York
$465K +$446K +2,569 New
MTIC
1987
Missouri Trust & Investment Company
Missouri
$465K – – –
HW
1988
HORAN Wealth
Ohio
$463K +$232K +1,335 +109%
CWWM
1989
Clear Wave Wealth Management
New Jersey
$463K +$15.4K +89 +4%
MCA
1990
MSH Capital Advisors
Arizona
$463K +$20.5K +118 +5%
LCM
1991
LCM Capital Management
Illinois
$462K +$7.28K +42 +2%
SWA
1992
Serenus Wealth Advisors
California
$462K – – –
PAA
1993
Peregrine Asset Advisers
Oregon
$462K +$1.73K +10 +0.4%
LA
1994
Latitude Advisors
Florida
$462K +$86.2K +497 +24%
UB
1995
Umpqua Bank
Oregon
$461K +$66.6K +384 +18%
RFS
1996
Richardson Financial Services
Massachusetts
$461K +$10.1K +58 +2%
AZ
1997
Alpha Zero
Florida
$460K +$420K +2,424 New
MPI
1998
Mairs & Power Inc
Minnesota
$459K – – –
NAMP
1999
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$459K – – –
HCWM
2000
Hidden Cove Wealth Management
Washington
$458K +$61K +352 +16%