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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Sierra Capital
Florida
$15K – – –
GG
2002
Gleason Group
Kentucky
$15K -$3.21K -34 -19%
FFL
2003
Financial Freedom LLC
Ohio
$14.7K +$13.8K +146 New
CWAF
2004
Core Wealth Advisors (Florida)
Florida
$14.7K +$13.7K +145 New
BHWM
2005
Beaird Harris Wealth Management
Texas
$14.3K – – –
GFL
2006
Granite FO LLC
New Hampshire
$13.9K +$13.1K +139 New
JFA
2007
JNBA Financial Advisors
Minnesota
$13.6K – – –
ME
2008
McIlrath & Eck
Washington
$13.2K -$15.4K -163 -56%
TC
2009
Truvestments Capital
Florida
$13K +$4.25K +45 +54%
ACA
2010
Atlas Capital Advisors
Wyoming
$12.6K – – –
MAWCM
2011
Mine & Arao Wealth Creation & Management
California
$11.9K – – –
GI
2012
GS Investments
Minnesota
$11.4K – – –
HWM
2013
HighMark Wealth Management
Minnesota
$11K +$94 +1 +0.9%
PP
2014
Pacifica Partners
Canada
$10.3K – – –
ICM
2015
Islay Capital Management
Texas
$10.1K – – –
ASBI
2016
American State Bank (Iowa)
Iowa
$10.1K +$4.91K +52 +108%
FPB
2017
First PREMIER Bank
South Dakota
$10K – – –
MWC
2018
MBM Wealth Consultants
Missouri
$10K – – –
TWP
2019
TFO Wealth Partners
Ohio
$9.48K +$17.5K +185 New
BWAM
2020
Boyd Watterson Asset Management
Ohio
$9.31K +$8.68K +92 New
RFA
2021
Register Financial Advisors
Georgia
$8.48K +$7.93K +84 New
MTIC
2022
Missouri Trust & Investment Company
Missouri
$8K – – –
PCTC
2023
Perkins Coie Trust Company
Washington
$7.89K – – –
JFG
2024
JDM Financial Group
Texas
$7.59K +$7.08K +75 New
BBPWM
2025
Blue Bell Private Wealth Management
Pennsylvania
$7.29K – – –
79 80
81
82 83