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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
1976
RS Crum Inc
California
$389K – – –
WFPG
1977
Waller Financial Planning Group
Ohio
$389K +$14.2K +100 +4%
OPW
1978
Osprey Private Wealth
New York
$389K – – –
AEPWM
1979
Atlantic Edge Private Wealth Management
Florida
$387K -$3.68K -26 -1%
MTIC
1980
Missouri Trust & Investment Company
Missouri
$387K – – –
TP
1981
Tranquility Partners
Tennessee
$386K -$708 -5 -0.2%
MFG
1982
MTM Financial Group
Pennsylvania
$385K +$992 +7 +0.3%
S
1983
SimplyRich
California
$385K – – –
BTD
1984
BankPlus Trust Department
Mississippi
$385K -$13.5K -95 -4%
CM
1985
Cercano Management
Washington
$385K +$81.7K +577 +31%
TWM
1986
Trueblood Wealth Management
Ohio
$385K -$23.1K -163 -6%
CP
1987
Capital Planning
Washington
$384K -$30.2K -213 -8%
GWM
1988
GK Wealth Management
Nevada
$382K -$22.8K -161 -6%
NWM
1989
Northwest Wealth Management
Iowa
$382K +$60.6K +428 +22%
IIC
1990
Integrated Investment Consultants
Michigan
$382K +$63.9K +451 +23%
RWP
1991
Revolve Wealth Partners
New Jersey
$382K +$43.6K +308 +15%
SWP
1992
ShoreHaven Wealth Partners
New Jersey
$380K – – –
TFA
1993
Teamwork Financial Advisors
Texas
$380K +$44.3K +313 +15%
MKC
1994
M. Kraus & Co
Vermont
$380K – – –
FA
1995
Fiduciary Alliance
South Carolina
$379K -$17.4K -123 -5%
AC
1996
AlphaCore Capital
California
$378K +$335K +2,363 New
SAM
1997
Summit Asset Management
Tennessee
$377K +$283 +2 +0.1%
CAM
1998
Costello Asset Management
Pennsylvania
$376K +$37.1K +262 +12%
FCFC
1999
First Citizens Financial Corp
Iowa
$375K – – –
DWAM
2000
Duncan Williams Asset Management
Tennessee
$375K +$28.3K +200 +9%
78 79
80
81 82