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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2001
Blue Bell Private Wealth Management
Pennsylvania
$49.1K – – –
CH
2002
Canton Hathaway
Rhode Island
$49K – – –
BSC
2003
Brown Shipley & Co
United Kingdom
$48.9K – – –
FCMT
2004
Founders Capital Management (Texas)
Texas
$47.9K – – –
RF
2005
Robinswood Financial
Washington
$47.9K +$645 +7 +1%
AWM
2006
Activest Wealth Management
Florida
$47K +$43.5K +472 +1,686%
HGA
2007
Hobbs Group Advisors
South Carolina
$46.8K +$45.8K +497 New
HC
2008
Hoese & Co
Minnesota
$46.7K – – –
TLA
2009
Tanglewood Legacy Advisors
Texas
$45.8K – – –
PA
2010
PSI Advisors
Florida
$45K +$9.3K +101 +27%
C
2011
Covestor
United Kingdom
$45K +$553 +6 +1%
IFS
2012
Intelligent Financial Strategies
Minnesota
$44.8K – – –
WWM
2013
Wolff Wiese Magana
California
$44.5K -$7.55K -82 -15%
LFG
2014
Larson Financial Group
Missouri
$43.5K +$921 +10 +2%
MFA
2015
McClarren Financial Advisors
Pennsylvania
$43K +$25.6K +278 +158%
AFS
2016
Annapolis Financial Services
Maryland
$41.4K – – –
PWMG
2017
Prestige Wealth Management Group
New Jersey
$41.1K -$1.84K -20 -4%
MLA
2018
MB, Levis & Associates
Pennsylvania
$41.1K – – –
QL
2019
Quarry LP
New York
$41K +$30.3K +329 +307%
VF
2020
VitalStone Financial
Texas
$40K – – –
SIM
2021
Studio Investment Management
Illinois
$39.5K – – –
WPWM
2022
Western Pacific Wealth Management
Illinois
$39.3K – – –
WIA
2023
Wetzel Investment Advisors
Indiana
$39K +$38.4K +417 New
PIS
2024
POM Investment Strategies
North Carolina
$38.1K +$37.3K +405 New
EIM
2025
Essex Investment Management
Massachusetts
$37.8K – – –
79 80
81
82 83