We are live on ! Find out more
PM icon

Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWAG
2001
Kiely Wealth Advisory Group
North Carolina
$54.9K – – –
GWSA
2002
Global Wealth Strategies & Associates
Colorado
$54.8K +$6.27K +68 +13%
BHWM
2003
Beaird Harris Wealth Management
Texas
$54.6K +$42K +455 +323%
PA
2004
Pineridge Advisors
Missouri
$53.4K -$24.6K -267 -31%
MUMSS
2005
Mitsubishi UFJ Morgan Stanley Securities
Japan
$53.1K -$375K -4,066 -88%
RA
2006
Ransom Advisory
Rhode Island
$52.7K +$53K +575 New
CSWM
2007
Cassady Schiller Wealth Management
Ohio
$52.7K +$39.3K +426 +286%
ETS
2008
ESL Trust Services
New York
$52.7K +$53K +575 New
LFG
2009
Larson Financial Group
Missouri
$51K +$8.67K +94 +20%
M
2010
MOTCO
Texas
$50.4K -$277 -3 -0.5%
MSWM
2011
Mowery & Schoenfeld Wealth Management
Illinois
$50.3K +$50.6K +549 New
NA
2012
Nordwand Advisors
Pennsylvania
$49.6K – – –
OA
2013
Operose Advisors
Wisconsin
$49.5K – – –
CH
2014
Canton Hathaway
Rhode Island
$48K – – –
BBPWM
2015
Blue Bell Private Wealth Management
Pennsylvania
$47.8K – – –
BSC
2016
Brown Shipley & Co
United Kingdom
$47.4K -$184 -2 -0.4%
RF
2017
Robinswood Financial
Washington
$47.1K +$645 +7 +1%
TVWM
2018
Tower View Wealth Management
Wisconsin
$45.8K -$10.1K -110 -18%
CJL
2019
Cyrus J. Lawrence
New York
$45K +$46.1K +500 New
HC
2020
Hoese & Co
Minnesota
$45K – – –
TLA
2021
Tanglewood Legacy Advisors
Texas
$44.6K – – –
PA
2022
PSI Advisors
Florida
$43.9K – – –
IFS
2023
Intelligent Financial Strategies
Minnesota
$43.7K – – –
WWM
2024
Wolff Wiese Magana
California
$43.3K – – –
CWP
2025
Concord Wealth Partners
Virginia
$42.8K +$6.73K +73 +18%
79 80
81
82 83