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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1976
Stone House Investment Management
Pennsylvania
$29.5K +$30.2K +303 New
NIC
1977
Northwest Investment Counselors
Oregon
$29.2K -$9.97K -100 -25%
RDFA
1978
Ritter Daniher Financial Advisory
Ohio
$29.2K – – –
WAS
1979
Winch Advisory Services
Wisconsin
$29K +$100 +1 +0.3%
WWM
1980
Wolff Wiese Magana
California
$29K -$997 -10 -3%
FFA
1981
Fairfield Financial Advisors
Massachusetts
$28.9K +$299 +3 +1%
PP
1982
PFS Partners
New Jersey
$22.8K – – –
KFP
1983
KB Financial Partners
New Jersey
$22K -$199 -2 -0.9%
OAJ
1984
Ogorek Anthony Joseph
New York
$22K – – –
CMBA
1985
C.M. Bidwell & Associates
Hawaii
$20.8K – – –
RTC
1986
Riverview Trust Company
Washington
$20.1K – – –
HDIM
1987
Hanson & Doremus Investment Management
Vermont
$20K -$59.3K -595 -74%
WWP
1988
WR Wealth Planners
Missouri
$19.9K – – –
ST
1989
Sageworth Trust
Pennsylvania
$19.4K -$1.79K -18 -8%
RDIA
1990
RE Dickinson Investment Advisors
Iowa
$19K – – –
RFG
1991
RFP Financial Group
Georgia
$18.4K -$515K -5,171 -96%
CTB
1992
Country Trust Bank
Illinois
$18.4K – – –
MFA
1993
McClarren Financial Advisors
Pennsylvania
$17K +$199 +2 +1%
MFT
1994
Moisand Fitzgerald Tamayo
Florida
$16.7K – – –
NSG
1995
Nalls Sherbakoff Group
Tennessee
$15.8K +$16.2K +163 New
SC
1996
Schubert & Co
Texas
$15K – – –
JFA
1997
JNBA Financial Advisors
Minnesota
$14.8K +$1.79K +18 +13%
EI
1998
Ellevest Inc
New York
$14.6K – – –
GG
1999
Gleason Group
Kentucky
$14.6K +$199 +2 +1%
CSWM
2000
Cassady Schiller Wealth Management
Ohio
$14.5K – – –
78 79
80
81 82