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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
2001
Golden State Wealth Management
California
$457K +$2.25K +13 +0.5%
EB
2002
Eastern Bank
Massachusetts
$457K -$173K -1,000 -28%
LWM
2003
Laidlaw Wealth Management
New York
$456K +$106K +609 +32%
PB
2004
Pinnacle Bancorp
Nebraska
$456K – – –
TAM
2005
Townsend Asset Management
North Carolina
$454K +$27.9K +161 +7%
CBB
2006
Citizens Business Bank
California
$453K -$27.4K -158 -6%
NAM
2007
NTV Asset Management
West Virginia
$453K -$7.28K -42 -2%
HI
2008
Human Investing
Oregon
$453K -$14.2K -82 -3%
FFG
2009
Forum Finance Group
$453K – – –
HP
2010
Highlander Partners
Texas
$452K – – –
GW
2011
Griffith & Werner
Georgia
$452K -$77.3K -446 -15%
SSWM
2012
Strait & Sound Wealth Management
California
$452K +$41.6K +240 +11%
BWM
2013
BlackDiamond Wealth Management
New York
$452K -$7.46K -43 -2%
PHWM
2014
Pine Harbor Wealth Management
Maryland
$450K +$3.47K +20 +0.8%
MCWA
2015
Meadow Creek Wealth Advisors
Georgia
$450K -$31.4K -181 -7%
SAM
2016
Seelaus Asset Management
New Jersey
$449K -$467K -2,692 -52%
MA
2017
Mezzasalma Advisors
New Jersey
$448K +$69.4K +400 +19%
SAM
2018
Summit Asset Management
Tennessee
$448K +$14K +81 +3%
SFC
2019
SYM Financial Corp
Indiana
$447K +$63.8K +368 +17%
NRI
2020
NFP Retirement Inc
California
$445K +$9.02K +52 +2%
TCOO
2021
Trust Company of Oklahoma
Oklahoma
$445K +$173 +1 +0%
LCM
2022
Lazari Capital Management
California
$445K -$8.85K -51 -2%
LWANC
2023
Laurel Wealth Advisors (North Carolina)
North Carolina
$444K – – –
MFG
2024
MTM Financial Group
Pennsylvania
$444K +$1.04K +6 +0.2%
RCI
2025
RS Crum Inc
California
$444K – – –
79 80
81
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