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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1976
Abacus Planning Group
South Carolina
$464K +$105K +612 +32%
NAMP
1977
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K – – –
KCP
1978
Kera Capital Partners
California
$463K +$436K +2,541 New
FCA
1979
Fortis Capital Advisors
Kansas
$463K +$32.5K +189 +8%
MA
1980
MAS Advisors
Florida
$462K +$11.5K +67 +3%
NMCM
1981
Nicholson Meyer Capital Management
Missouri
$460K – – –
LCM
1982
LCM Capital Management
Illinois
$459K -$1.72K -10 -0.4%
AWAG
1983
ARS Wealth Advisors Group
Florida
$459K +$2.92K +17 +0.7%
PIFP
1984
Partners in Financial Planning
Virginia
$458K – – –
HWM
1985
Hemington Wealth Management
Virginia
$458K +$27K +157 +7%
CCA
1986
Clearwater Capital Advisors
Illinois
$457K -$211K -1,228 -33%
FCFC
1987
First Citizens Financial Corp
Iowa
$456K +$24K +140 +6%
CIAS
1988
CFS Investment Advisory Services
New Jersey
$456K +$4.98K +29 +1%
RIA
1989
Realta Investment Advisors
Delaware
$456K -$45.5K -265 -10%
HP
1990
Highlander Partners
Texas
$455K – – –
HT
1991
Heritage Trust
Oklahoma
$454K -$568K -3,305 -57%
DWAM
1992
Duncan Williams Asset Management
Tennessee
$454K +$22.5K +131 +6%
FCM
1993
Family Capital Management
Michigan
$454K +$428K +2,492 New
SAM
1994
Synergy Asset Management
Washington
$453K -$126K -735 -23%
SFGP
1995
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$453K -$8.41K -49 -2%
CF
1996
Claris Financial
Virginia
$452K -$59.9K -349 -12%
AGA
1997
Arkos Global Advisors
Texas
$451K -$8.24K -48 -2%
BWM
1998
BKM Wealth Management
Wisconsin
$449K – – –
LA
1999
Latitude Advisors
Florida
$448K -$17K -99 -4%
RFO
2000
RiverGlades Family Offices
Florida
$448K – – –
78 79
80
81 82