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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
LT
1976
Legacy Trust
Michigan
$242K +$232K +1,996 New
SIG
1977
Spinnaker Investment Group
California
$242K – – –
BF
1978
Blankinship & Foster
California
$242K – – –
TAM
1979
Tucker Asset Management
Colorado
$242K +$227K +1,951 +4,878%
BSSFA
1980
Baron Silver Stevens Financial Advisors
Florida
$241K – – –
EWM
1981
Elevatus Welath Management
New York
$241K -$12.3K -106 -5%
THL
1982
Tillman Hartley LLC
Colorado
$240K – – –
SSWM
1983
Strait & Sound Wealth Management
California
$240K -$113K -973 -33%
BFPW
1984
BOK Financial Private Wealth
Colorado
$239K +$192K +1,650 +550%
PTCG
1985
Pring Turner Capital Group
California
$239K -$17.4K -150 -7%
VC
1986
Veery Capital
Delaware
$239K +$229K +1,968 New
WIC
1987
Wilkins Investment Counsel
Massachusetts
$238K +$227K +1,957 New
PWH
1988
Priebe Wealth Holdings
Minnesota
$237K -$53K -456 -19%
BMMM
1989
Boston Mountain Money Management
Arkansas
$237K +$227K +1,951 New
FCA
1990
Fortis Capital Advisors
Kansas
$236K +$226K +1,946 New
MA
1991
Mezzasalma Advisors
New Jersey
$236K +$226K +1,945 New
TFG
1992
Tilson Financial Group
New Jersey
$236K +$226K +1,945 New
RFS
1993
Richardson Financial Services
Massachusetts
$236K +$4.07K +35 +2%
SFS
1994
Security Financial Services
Indiana
$235K +$225K +1,934 New
IIC
1995
Integrated Investment Consultants
Michigan
$234K +$224K +1,926 New
VCAM
1996
Van Cleef Asset Management
Ohio
$233K +$223K +1,920 New
RIA
1997
Richwood Investment Advisors
Ohio
$233K -$8.13K -70 -4%
GL
1998
Gerber LLC
Ohio
$232K +$222K +1,912 New
PPP
1999
Private Portfolio Partners
New Jersey
$232K +$222K +1,911 New
SSWM
2000
Sheets Smith Wealth Management
North Carolina
$232K -$287K -2,470 -56%
78 79
80
81 82