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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
1976
Laurel Wealth Advisors (North Carolina)
North Carolina
$420K – – –
MPI
1977
Mairs & Power Inc
Minnesota
$419K -$19.5K -112 -4%
CPG
1978
Cornerstone Planning Group
New Jersey
$419K +$16.9K +97 +4%
PB
1979
Pinnacle Bancorp
Nebraska
$416K – – –
FC
1980
Fulcrum Capital
Washington
$416K – – –
GSWM
1981
Golden State Wealth Management
California
$416K +$28.3K +163 +7%
LCM
1982
LCM Capital Management
Illinois
$416K +$2.95K +17 +0.7%
RWP
1983
Revolve Wealth Partners
New Jersey
$415K +$19.5K +112 +5%
LCM
1984
Lazari Capital Management
California
$415K -$13.7K -79 -3%
HP
1985
Highlander Partners
Texas
$413K – – –
RFS
1986
Richardson Financial Services
Massachusetts
$412K +$17.4K +100 +4%
WF
1987
WealthPoint Financial
North Carolina
$411K +$96.8K +557 +29%
CWP
1988
Curated Wealth Partners
California
$411K -$3.48K -20 -0.8%
BAAM
1989
Baker Avenue Asset Management
California
$411K +$124K +712 +40%
BWM
1990
BlackDiamond Wealth Management
New York
$408K +$31.8K +183 +8%
PHWM
1991
Pine Harbor Wealth Management
Maryland
$408K +$3.48K +20 +0.8%
CWWM
1992
Clear Wave Wealth Management
New Jersey
$408K +$429K +2,469 New
CWM
1993
Centurion Wealth Management
Virginia
$408K -$4K -23 -0.9%
CST
1994
Charles Schwab Trust
Nevada
$408K -$34.8K -200 -8%
GWM
1995
GDS Wealth Management
Texas
$408K -$63.9K -368 -13%
AOWM
1996
Asset One Wealth Management
Washington
$407K +$173K +997 +60%
NA
1997
Nordwand Advisors
Pennsylvania
$407K -$17.4K -100 -4%
TCOO
1998
Trust Company of Oklahoma
Oklahoma
$406K -$69.5K -400 -14%
OHWP
1999
Oak Harbor Wealth Partners
North Carolina
$406K -$2.61K -15 -0.6%
TWM
2000
Trueblood Wealth Management
Ohio
$406K -$60.5K -348 -12%
78 79
80
81 82