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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
NSG
2001
Nalls Sherbakoff Group
Tennessee
$7.22K – – –
JFG
2002
JDM Financial Group
Texas
$6.94K – – –
MIM
2003
Macroview Investment Management
Maryland
$6.85K +$7.12K +74 New
TJHA
2004
Thomas J. Herzfeld Advisors
Florida
$6.67K – – –
PPWM
2005
PFG Private Wealth Management
Florida
$6.39K -$4.14K -43 -38%
TFG
2006
Team Financial Group
California
$6.22K +$6.35K +66 New
ACA
2007
Atlas Capital Advisors
Wyoming
$5.74K – – –
TCA
2008
Trifecta Capital Advisors
Illinois
$5.09K – – –
AW
2009
Avion Wealth
Texas
$5K +$1.35K +14 +31%
GTAM
2010
Global Trust Asset Management
Florida
$4.81K – – –
RAM
2011
Riggs Asset Management
Pennsylvania
$4.51K -$2.02K -21 -30%
IHWM
2012
Iron Horse Wealth Management
Iowa
$2.96K +$3.08K +32 New
PS
2013
PayPay Securities
Japan
$2.87K +$192 +2 +7%
AWM
2014
Activest Wealth Management
Florida
$2.6K – – –
ICM
2015
Intrepid Capital Management
Florida
$2.5K – – –
SIC
2016
SJS Investment Consulting
Ohio
$2.5K +$289 +3 +13%
NMG
2017
New Millennium Group
Utah
$2.5K +$962 +10 +59%
HI
2018
Hoey Investments
Pennsylvania
$2.31K +$2.41K +25 New
WA
2019
WestEnd Advisors
North Carolina
$2.13K +$2.21K +23 New
RTL
2020
Red Tortoise LLC
Georgia
$1.39K – – –
HH
2021
HWG Holdings
Texas
$1.23K – – –
TAM
2022
Tucker Asset Management
Colorado
$1.11K – – –
CAM
2023
ClariVest Asset Management
California
$1K +$1.35K +14 New
TCM
2024
Tradewinds Capital Management
Washington
$926 +$962 +10 New
MAM
2025
Marquette Asset Management
Minnesota
$834 +$866 +9 New
79 80
81
82 83