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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1976
Burney Company
Virginia
$397K +$47.3K +305 +14%
OHWP
1977
Oak Harbor Wealth Partners
North Carolina
$397K +$10.2K +66 +3%
LA
1978
Latitude Advisors
Florida
$396K +$22.3K +144 +6%
KFA
1979
Krane Funds Advisors
New York
$396K -$77.9K -503 -17%
DAS
1980
Daybright Advisory Services
Florida
$395K +$382K +2,465 New
BFWA
1981
Benchmark Financial Wealth Advisors
Florida
$395K -$15.3K -99 -4%
DM
1982
Diversified Management
Wisconsin
$394K +$380K +2,455 New
LWANC
1983
Laurel Wealth Advisors (North Carolina)
North Carolina
$394K – – –
RCI
1984
RS Crum Inc
California
$393K – – –
ATC
1985
Adirondack Trust Company
New York
$393K -$155 -1 -0%
AAG
1986
Armstrong Advisory Group
Massachusetts
$393K – – –
TWM
1987
TriaGen Wealth Management
California
$393K -$155 -1 -0%
NRI
1988
NFP Retirement Inc
California
$393K +$2.48K +16 +0.7%
PHWM
1989
Pine Harbor Wealth Management
Maryland
$393K -$36.7K -237 -9%
OPW
1990
Osprey Private Wealth
New York
$393K – – –
HC
1991
Hamilton Capital
Ohio
$393K +$379K +2,449 New
NG
1992
Northstar Group
New York
$393K +$155K +1,000 +69%
OWM
1993
Opes Wealth Management
California
$392K -$12.4K -80 -3%
MFG
1994
MTM Financial Group
Pennsylvania
$392K +$930 +6 +0.2%
GCM
1995
Gables Capital Management
Florida
$392K – – –
CAM
1996
Costello Asset Management
Pennsylvania
$392K +$155 +1 +0%
SSC
1997
Syverson Strege & Co
Iowa
$392K +$31.1K +201 +9%
FFBTD
1998
First Financial Bank - Trust Division
Ohio
$391K -$108K -695 -22%
AEPWM
1999
Atlantic Edge Private Wealth Management
Florida
$391K – – –
DIA
2000
Dean Investment Associates
Ohio
$391K – – –
78 79
80
81 82