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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
2001
Financial Freedom LLC
Ohio
$14.3K +$100 +1 +0.7%
CWAF
2002
Core Wealth Advisors (Florida)
Florida
$14.1K – – –
BHWM
2003
Beaird Harris Wealth Management
Texas
$13.7K – – –
MWM
2004
Mascoma Wealth Management
New Hampshire
$12.7K +$9.57K +96 +310%
ME
2005
McIlrath & Eck
Washington
$12.6K – – –
ACA
2006
Atlas Capital Advisors
Wyoming
$12.1K – – –
MAWCM
2007
Mine & Arao Wealth Creation & Management
California
$11.4K – – –
GI
2008
GS Investments
Minnesota
$11K – – –
HWM
2009
HighMark Wealth Management
Minnesota
$10.6K – – –
FPB
2010
First PREMIER Bank
South Dakota
$10K – – –
MWC
2011
MBM Wealth Consultants
Missouri
$10K – – –
PP
2012
Pacifica Partners
Canada
$9.86K – – –
ASBI
2013
American State Bank (Iowa)
Iowa
$9.72K – – –
ICM
2014
Islay Capital Management
Texas
$9.72K – – –
BWAM
2015
Boyd Watterson Asset Management
Ohio
$8.95K – – –
RFA
2016
Register Financial Advisors
Georgia
$8.17K – – –
TC
2017
Truvestments Capital
Florida
$8.07K -$4.49K -45 -35%
PCM
2018
Penserra Capital Management
California
$8K -$3.18M -31,957 -100%
HWP
2019
Highline Wealth Partners
California
$7.97K -$28.4K -285 -78%
PCTC
2020
Perkins Coie Trust Company
Washington
$7.58K – – –
JFG
2021
JDM Financial Group
Texas
$7.29K – – –
MTIC
2022
Missouri Trust & Investment Company
Missouri
$7.29K – – –
BBPWM
2023
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
TJHA
2024
Thomas J. Herzfeld Advisors
Florida
$7K – – –
EA
2025
Evolution Advisers
Virginia
$7K – – –
79 80
81
82 83