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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1976
Cornerstone Planning Group
New Jersey
$67.9K -$2.3K -25 -3%
TFIPS
1977
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.7K +$66.3K +720 New
SWA
1978
SOA Wealth Advisors
New York
$67.6K +$553 +6 +0.8%
FWA
1979
FSC Wealth Advisors
New York
$67.4K – – –
PWMG
1980
Private Wealth Management Group
New Jersey
$65.9K +$64.5K +700 New
TCM
1981
TD Capital Management
Tennessee
$65.8K +$645 +7 +1%
CT
1982
Clearstead Trust
Maine
$64.9K – – –
CAC
1983
Core Alternative Capital
Georgia
$61.9K -$298K -3,238 -83%
T
1984
Tidemark
California
$61.5K +$60.2K +653 New
TCCM
1985
Timber Creek Capital Management
Massachusetts
$61.2K – – –
RWM
1986
Ruedi Wealth Management
Illinois
$61.2K – – –
BLC
1987
Brown, Lisle/Cummings
Rhode Island
$59.7K +$58.5K +635 New
BWM
1988
Baystate Wealth Management
Massachusetts
$59.3K +$1.01K +11 +2%
TC
1989
Tacita Capital
Ontario, Canada
$59.3K -$18.4K -200 -24%
CCA
1990
Criterion Capital Advisors
Tennessee
$58.9K +$57.7K +626 New
TVWM
1991
Tower View Wealth Management
Wisconsin
$57K +$461 +5 +0.8%
WBC
1992
West Branch Capital
Massachusetts
$56.4K -$27.6K -300 -33%
EC
1993
EntryPoint Capital
New York
$54.8K +$53.7K +583 New
KWAG
1994
Kiely Wealth Advisory Group
North Carolina
$52.7K +$53.2K +577 New
LFA
1995
Livelsberger Financial Advisory
Ohio
$52.6K +$51.5K +559 New
M
1996
MOTCO
Texas
$52K -$31.1K -338 -38%
NA
1997
Nordwand Advisors
Pennsylvania
$50.9K – – –
OA
1998
Operose Advisors
Wisconsin
$50.8K -$110K -1,194 -69%
GWSA
1999
Global Wealth Strategies & Associates
Colorado
$49.9K – – –
WCM
2000
Winthrop Capital Management
Indiana
$49.3K +$48.3K +524 New
78 79
80
81 82