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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2001
Highlander Partners
Texas
$452K – – –
GW
2002
Griffith & Werner
Georgia
$452K -$77.3K -446 -15%
SSWM
2003
Strait & Sound Wealth Management
California
$452K +$41.6K +240 +11%
BWM
2004
BlackDiamond Wealth Management
New York
$452K -$7.46K -43 -2%
PHWM
2005
Pine Harbor Wealth Management
Maryland
$450K +$3.47K +20 +0.8%
MCWA
2006
Meadow Creek Wealth Advisors
Georgia
$450K -$31.4K -181 -7%
SAM
2007
Seelaus Asset Management
New Jersey
$449K -$467K -2,692 -52%
MA
2008
Mezzasalma Advisors
New Jersey
$448K +$69.4K +400 +19%
SAM
2009
Summit Asset Management
Tennessee
$448K +$14K +81 +3%
SFC
2010
SYM Financial Corp
Indiana
$447K +$63.8K +368 +17%
NRI
2011
NFP Retirement Inc
California
$445K +$9.02K +52 +2%
TCOO
2012
Trust Company of Oklahoma
Oklahoma
$445K +$173 +1 +0%
LCM
2013
Lazari Capital Management
California
$445K -$8.85K -51 -2%
LWANC
2014
Laurel Wealth Advisors (North Carolina)
North Carolina
$444K – – –
MFG
2015
MTM Financial Group
Pennsylvania
$444K +$1.04K +6 +0.2%
RCI
2016
RS Crum Inc
California
$444K – – –
NG
2017
Northstar Group
New York
$443K – – –
FB
2018
Finward Bancorp
Indiana
$443K – – –
PJSIMP
2019
P.J. Schmidt Investment Management (PJS)
Wisconsin
$442K +$5.03K +29 +1%
CAM
2020
Costello Asset Management
Pennsylvania
$442K +$173 +1 +0%
YIA
2021
YHB Investment Advisors
Connecticut
$441K +$51.9K +299 +14%
AEPWM
2022
Atlantic Edge Private Wealth Management
Florida
$441K – – –
CAC
2023
Core Alternative Capital
Georgia
$441K +$70.4K +406 +20%
SWGC
2024
Summit Wealth Group (Colorado)
Colorado
$439K +$106K +611 +34%
SR
2025
Swiss Re
Switzerland
$439K +$378K +2,180 +879%
79 80
81
82 83