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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1976
Dean Investment Associates
Ohio
$395K -$22.4K -133 -5%
MTIC
1977
Missouri Trust & Investment Company
Missouri
$395K – – –
NRI
1978
NFP Retirement Inc
California
$395K -$21K -125 -5%
BSSFA
1979
Baron Silver Stevens Financial Advisors
Florida
$395K -$66.5K -395 -14%
CWM
1980
Concentrum Wealth Management
California
$395K -$22.9K -136 -5%
TP
1981
Tranquility Partners
Tennessee
$394K – – –
APG
1982
Abacus Planning Group
South Carolina
$394K -$19.7K -117 -5%
CM
1983
Cercano Management
Washington
$393K – – –
S
1984
SimplyRich
California
$393K – – –
OAS
1985
Optivise Advisory Services
Tennessee
$393K +$87.7K +521 +27%
HW
1986
HORAN Wealth
Ohio
$392K +$202K +1,198 +98%
NA
1987
Nordwand Advisors
Pennsylvania
$391K – – –
SPI
1988
Sutton Place Investors
New York
$390K +$96.2K +572 +31%
WOC
1989
West Oak Capital
California
$390K -$26.9K -160 -6%
OHWP
1990
Oak Harbor Wealth Partners
North Carolina
$390K – – –
GPWM
1991
Grant Private Wealth Management
California
$389K +$31.6K +188 +9%
SWP
1992
ShoreHaven Wealth Partners
New Jersey
$389K – – –
SAM
1993
Summit Asset Management
Tennessee
$388K +$168 +1 +0%
CWM
1994
Cranbrook Wealth Management
Michigan
$388K +$232K +1,377 +136%
LA
1995
LexAurum Advisors
Kansas
$383K -$83.8K -498 -17%
JTWM
1996
Jackson Thornton Wealth Management
Alabama
$383K +$141K +836 +51%
CCG
1997
Capital CS Group
California
$383K +$397K +2,360 New
WFPG
1998
Waller Financial Planning Group
Ohio
$381K – – –
C1AG
1999
Client 1st Advisory Group
Florida
$381K – – –
DHC
2000
Drum Hill Capital
Connecticut
$380K – – –
78 79
80
81 82