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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2001
Blueshift Asset Management
New Jersey
– -$352K -3,715 Closed
RWB
2002
RMR Wealth Builders
New Jersey
– -$348K -3,669 Closed
LWM
2003
Liberty Wealth Management
California
– -$324K -3,334 Closed
SFS
2004
Summit Financial Strategies
Ohio
– -$312K -3,294 Closed
CM
2005
Capula Management
Cayman Islands
– -$310K -3,268 Closed
ICM
2006
IMS Capital Management
Oregon
– -$308K -3,248 Closed
PAM
2007
Pegasus Asset Management
New York
– -$297K -3,133 Closed
FHC
2008
First Heartland Consultants
Missouri
– -$286K -3,012 Closed
SG
2009
Stonnington Group
California
– -$286K -3,000 Closed
EP
2010
Edgestream Partners
New Jersey
– -$279K -2,947 Closed
ATPW
2011
Ashton Thomas Private Wealth
Arizona
– -$279K -2,940 Closed
RCWMU
2012
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$277K -2,927 Closed
SSWG
2013
Seven Springs Wealth Group
Tennessee
– -$274K -2,889 Closed
FIM
2014
Freedom Investment Management
Connecticut
– -$274K -2,886 Closed
AIM
2015
Achmea Investment Management
Netherlands
– -$271K -2,857 Closed
LWP
2016
Legacy Wealth Planning
Nevada
– -$267K -2,814 Closed
FNB
2017
Farmers National Bank
Kentucky
– -$231K -2,790 Closed
WAM
2018
Wakefield Asset Management
Colorado
– -$263K -2,773 Closed
Financial Engines Advisors
2019
Financial Engines Advisors
California
– -$261K -2,724 Closed
IWP
2020
IAG Wealth Partners
Wisconsin
– -$241K -2,535 Closed
OC
2021
Oarsman Capital
Wisconsin
– -$239K -2,521 Closed
AW
2022
ACG Wealth
Georgia
– -$235K -2,474 Closed
MCM
2023
Monument Capital Management
Virginia
– -$233K -2,453 Closed
MS
2024
Maven Securities
Jersey
– -$226K -2,414 Closed
BFM
2025
Boothbay Fund Management
New York
– -$225K -2,378 Closed
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