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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1976
Coppell Advisory Solutions
Texas
$23.9K +$22.3K +236 New
CASC
1977
Coppell Advisory Solutions Corp
Texas
$23.9K +$22.3K +236 New
PP
1978
PFS Partners
New Jersey
$23.7K – – –
KFP
1979
KB Financial Partners
New Jersey
$23K -$1.42K -15 -6%
OAJ
1980
Ogorek Anthony Joseph
New York
$23K – – –
GIA
1981
Goodwin Investment Advisory
Georgia
$23K – – –
CDIA
1982
Capital Directions Investment Advisors
Georgia
$22.1K +$20.6K +218 New
ST
1983
Sageworth Trust
Pennsylvania
$22K +$1.7K +18 +9%
EE
1984
EWG Elevate
California
$21.8K +$20.3K +215 New
CMBA
1985
C.M. Bidwell & Associates
Hawaii
$21.7K – – –
FSWA
1986
Financial Synergies Wealth Advisors
Texas
$21.6K +$20.1K +213 New
RTC
1987
Riverview Trust Company
Washington
$21K -$27.6K -292 -59%
WWP
1988
WR Wealth Planners
Missouri
$20.7K – – –
FWA
1989
FSC Wealth Advisors
New York
$20.2K – – –
RDIA
1990
RE Dickinson Investment Advisors
Iowa
$20K – – –
SCA
1991
Stuart Chaussee & Associates
California
$19.7K – – –
CTB
1992
Country Trust Bank
Illinois
$19.1K -$42.1K -446 -70%
DWP
1993
Destiny Wealth Partners
Florida
$18.3K +$189 +2 +1%
MFT
1994
Moisand Fitzgerald Tamayo
Florida
$17.4K -$34.8K -369 -68%
MFA
1995
McClarren Financial Advisors
Pennsylvania
$17K -$94 -1 -0.6%
DJSG
1996
D.J. St. Germain
Massachusetts
$16.7K -$191K -2,024 -92%
NC
1997
NewSquare Capital
Pennsylvania
$16.5K -$7.46K -79 -33%
SC
1998
Schubert & Co
Texas
$15.6K -$2.64K -28 -15%
EI
1999
Ellevest Inc
New York
$15.2K – – –
CSWM
2000
Cassady Schiller Wealth Management
Ohio
$15.1K +$14.1K +149 New
78 79
80
81 82