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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Stephens Consulting
Michigan
$128K +$9.78K +100 +9%
KFS
2002
Kelly Financial Services
Massachusetts
$128K +$26.6K +272 +28%
FCT
2003
First Community Trust
Iowa
$127K – – –
AIC
2004
Archer Investment Corporation
Indiana
$126K +$1.76K +18 +1%
CPG
2005
Cornerstone Planning Group
New Jersey
$123K +$49.5K +506 +87%
WCM
2006
Westend Capital Management
California
$122K – – –
FFC
2007
First Financial Corp
Indiana
$121K -$7.43K -76 -6%
PP
2008
PrairieView Partners
Minnesota
$121K – – –
JSAM
2009
J. Safra Asset Management
New York
$119K +$114K +1,171 New
HIM
2010
Hillsdale Investment Management
Ontario, Canada
$118K -$52.8K -540 -32%
DJSG
2011
D.J. St. Germain
Massachusetts
$116K -$15.9K -163 -12%
USB
2012
Union Savings Bank
Connecticut
$116K – – –
OLVIG
2013
Oliver Lagore Vanvalin Investment Group
Michigan
$114K – – –
APW
2014
Acima Private Wealth
Virginia
$114K – – –
AWM
2015
Activest Wealth Management
Florida
$112K +$108K +1,102 New
B
2016
Birchbrook
Maine
$111K – – –
IRC
2017
Investors Research Corp
Georgia
$111K – – –
CSC
2018
Cove Street Capital
California
$111K – – –
SFC
2019
Strategic Financial Concepts
Texas
$108K +$2.39M +24,483 New
PG
2020
Proffitt & Goodson
Tennessee
$108K -$9.09K -93 -8%
PSB
2021
Piscataqua Savings Bank
New Hampshire
$107K – – –
TWP
2022
Triad Wealth Partners
Kansas
$106K +$103K +1,050 New
GLR
2023
Great Lakes Retirement
Ohio
$105K +$99.8K +1,021 New
EWM
2024
Evermay Wealth Management
Virginia
$102K -$489 -5 -0.5%
PCM
2025
Perritt Capital Management
Illinois
$101K +$1.07K +11 +1%
79 80
81
82 83