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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
2001
BNP Paribas
France
$55K +$55.3K +600 New
KWAG
2002
Kiely Wealth Advisory Group
North Carolina
$54.9K – – –
GWSA
2003
Global Wealth Strategies & Associates
Colorado
$54.8K +$6.27K +68 +13%
BHWM
2004
Beaird Harris Wealth Management
Texas
$54.6K +$42K +455 +323%
PA
2005
Pineridge Advisors
Missouri
$53.4K -$24.6K -267 -31%
MUMSS
2006
Mitsubishi UFJ Morgan Stanley Securities
Japan
$53.1K -$375K -4,066 -88%
RA
2007
Ransom Advisory
Rhode Island
$52.7K +$53K +575 New
CSWM
2008
Cassady Schiller Wealth Management
Ohio
$52.7K +$39.3K +426 +286%
ETS
2009
ESL Trust Services
New York
$52.7K +$53K +575 New
LFG
2010
Larson Financial Group
Missouri
$51K +$8.67K +94 +20%
M
2011
MOTCO
Texas
$50.4K -$277 -3 -0.5%
MSWM
2012
Mowery & Schoenfeld Wealth Management
Illinois
$50.3K +$50.6K +549 New
NA
2013
Nordwand Advisors
Pennsylvania
$49.6K – – –
OA
2014
Operose Advisors
Wisconsin
$49.5K – – –
CH
2015
Canton Hathaway
Rhode Island
$48K – – –
BBPWM
2016
Blue Bell Private Wealth Management
Pennsylvania
$47.8K – – –
BSC
2017
Brown Shipley & Co
United Kingdom
$47.4K -$184 -2 -0.4%
RF
2018
Robinswood Financial
Washington
$47.1K +$645 +7 +1%
TVWM
2019
Tower View Wealth Management
Wisconsin
$45.8K -$10.1K -110 -18%
CJL
2020
Cyrus J. Lawrence
New York
$45K +$46.1K +500 New
HC
2021
Hoese & Co
Minnesota
$45K – – –
TLA
2022
Tanglewood Legacy Advisors
Texas
$44.6K – – –
PA
2023
PSI Advisors
Florida
$43.9K – – –
IFS
2024
Intelligent Financial Strategies
Minnesota
$43.7K – – –
WWM
2025
Wolff Wiese Magana
California
$43.3K – – –
79 80
81
82 83