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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1976
Colonial Trust Advisors
South Carolina
$167K -$6.55K -67 -4%
CAS
1977
Coppell Advisory Solutions
Texas
$166K +$160K +1,636 New
EC
1978
Elequin Capital
New York
$162K +$147K +1,499 +1,484%
QL
1979
Quarry LP
New York
$161K +$68.4K +700 +79%
MHR
1980
Matthew Hamilton Rosenberg
$158K -$16.6K -170 -10%
AAP
1981
Arax Advisory Partners
Colorado
$156K -$22.6K -231 -13%
CHC
1982
City Holding Co
West Virginia
$155K -$12.5K -128 -8%
SIS
1983
Strategic Investment Solutions
Illinois
$152K +$134K +1,372 New
BL
1984
BFSG LLC
California
$151K – – –
CM
1985
Capula Management
Cayman Islands
$148K +$23.3K +238 +19%
GWP
1986
Gen-Wealth Partners
Michigan
$145K – – –
UIA
1987
Ulland Investment Advisors
Minnesota
$144K – – –
SN
1988
Sittner & Nelson
Oregon
$144K +$293 +3 +0.2%
PWM
1989
Partnership Wealth Management
Maryland
$142K +$391 +4 +0.3%
WPA
1990
West Paces Advisors
Georgia
$142K – – –
O
1991
Ossiam
France
$140K -$11.6M -119,125 -99%
AIM
1992
Acropolis Investment Management
Missouri
$139K – – –
CWM
1993
CarsonAllaria Wealth Management
Illinois
$139K -$28.5K -291 -18%
YDMI
1994
Y.D. More Investments
Israel
$138K +$133K +1,357 New
CFS
1995
CGC Financial Services
Oregon
$136K -$10.8K -110 -8%
SWP
1996
SIMA Wealth Partners
Virginia
$136K +$131K +1,340 New
MRCM
1997
M&R Capital Management
New Jersey
$135K -$97.8K -1,000 -43%
IGWM
1998
ICA Group Wealth Management
Colorado
$134K -$307K -3,143 -70%
TIM
1999
Tortoise Investment Management
New York
$133K +$34K +348 +36%
C
2000
Covestor
United Kingdom
$130K +$22.8K +233 +22%
78 79
80
81 82