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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1976
Ogorek Anthony Joseph
New York
$22K – – –
CMBA
1977
C.M. Bidwell & Associates
Hawaii
$20.9K – – –
WWP
1978
WR Wealth Planners
Missouri
$20K – – –
HDIM
1979
Hanson & Doremus Investment Management
Vermont
$20K – – –
RDIA
1980
RE Dickinson Investment Advisors
Iowa
$20K – – –
FRA
1981
Front Row Advisors
California
$20K +$15.5K +162 +386%
BCA
1982
Bray Capital Advisors
Florida
$19.5K -$19.1K -200 -50%
SJIM
1983
St. Johns Investment Management
Florida
$19.5K +$19.1K +200 New
MFT
1984
Moisand Fitzgerald Tamayo
Florida
$16.8K – – –
MSFP
1985
Mark Sheptoff Financial Planning
Connecticut
$16.4K -$14.3K -150 -47%
MFA
1986
McClarren Financial Advisors
Pennsylvania
$16K -$287 -3 -2%
SF
1987
Safeguard Financial
Wisconsin
$16K +$16.6K +174 New
NC
1988
NewSquare Capital
Pennsylvania
$15.9K -$19.8K -207 -56%
GG
1989
Gleason Group
Kentucky
$14.8K +$191 +2 +1%
FFL
1990
Financial Freedom LLC
Ohio
$14.6K +$191 +2 +1%
CSWM
1991
Cassady Schiller Wealth Management
Ohio
$14.5K – – –
CWAF
1992
Core Wealth Advisors (Florida)
Florida
$14.2K – – –
BHWM
1993
Beaird Harris Wealth Management
Texas
$13.8K – – –
ME
1994
McIlrath & Eck
Washington
$12.7K – – –
MAWCM
1995
Mine & Arao Wealth Creation & Management
California
$11.5K – – –
MIH
1996
Meitav Investment House
Israel
$11.3K +$10.9K +114 New
PPWM
1997
PFG Private Wealth Management
Florida
$10.9K +$8.89K +93 +489%
HWM
1998
HighMark Wealth Management
Minnesota
$10.6K – – –
FPB
1999
First PREMIER Bank
South Dakota
$10K – – –
NIC
2000
Northwest Investment Counselors
Oregon
$9.76K -$19.1K -200 -67%
78 79
80
81 82