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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1976
Institute for Wealth Management
Colorado
$465K -$3.12K -18 -0.7%
EBA
1977
Eagle Bay Advisors
New York
$465K +$42.8K +247 +11%
PCM
1978
Prelude Capital Management
New York
$465K +$446K +2,569 New
MTIC
1979
Missouri Trust & Investment Company
Missouri
$465K – – –
CWWM
1980
Clear Wave Wealth Management
New Jersey
$463K +$15.4K +89 +4%
MCA
1981
MSH Capital Advisors
Arizona
$463K +$20.5K +118 +5%
LCM
1982
LCM Capital Management
Illinois
$462K +$7.28K +42 +2%
SWA
1983
Serenus Wealth Advisors
California
$462K – – –
PAA
1984
Peregrine Asset Advisers
Oregon
$462K +$1.73K +10 +0.4%
LA
1985
Latitude Advisors
Florida
$462K +$86.2K +497 +24%
UB
1986
Umpqua Bank
Oregon
$461K +$66.6K +384 +18%
RFS
1987
Richardson Financial Services
Massachusetts
$461K +$10.1K +58 +2%
AZ
1988
Alpha Zero
Florida
$460K +$420K +2,424 New
MPI
1989
Mairs & Power Inc
Minnesota
$459K – – –
NAMP
1990
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$459K – – –
HCWM
1991
Hidden Cove Wealth Management
Washington
$458K +$61K +352 +16%
GSWM
1992
Golden State Wealth Management
California
$457K +$2.25K +13 +0.5%
EB
1993
Eastern Bank
Massachusetts
$457K -$173K -1,000 -28%
LWM
1994
Laidlaw Wealth Management
New York
$456K +$106K +609 +32%
PB
1995
Pinnacle Bancorp
Nebraska
$456K – – –
TAM
1996
Townsend Asset Management
North Carolina
$454K +$27.9K +161 +7%
CBB
1997
Citizens Business Bank
California
$453K -$27.4K -158 -6%
NAM
1998
NTV Asset Management
West Virginia
$453K -$7.28K -42 -2%
HI
1999
Human Investing
Oregon
$453K -$14.2K -82 -3%
FFG
2000
Forum Finance Group
$453K – – –
78 79
80
81 82