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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
2001
First Citizens Financial Corp
Iowa
$285K – – –
LAM
2002
Lewis Asset Management
California
$284K +$298K +2,360 New
WFPG
2003
Waller Financial Planning Group
Ohio
$283K – – –
C1AG
2004
Client 1st Advisory Group
Florida
$283K – – –
DHC
2005
Drum Hill Capital
Connecticut
$282K +$296K +2,344 New
WI
2006
Wintrust Investments
Illinois
$282K -$86.3K -684 -23%
FHC
2007
First Heartland Consultants
Missouri
$280K +$2.65K +21 +0.9%
HHRDM
2008
H&H Retirement Design & Management
Nevada
$279K -$7.07K -56 -3%
AHC
2009
Adell Harriman & Carpenter
Texas
$278K – – –
CWM
2010
Concentrum Wealth Management
California
$278K +$3.03K +24 +1%
FFS
2011
Forge Financial Services
Oklahoma
$278K +$240K +1,906 New
IA
2012
Insight Advisors
Pennsylvania
$277K +$1.14K +9 +0.4%
RIP
2013
Reliant Investment Partners
North Carolina
$277K +$291K +2,304 New
SAM
2014
SignalPoint Asset Management
Missouri
$277K -$1.14K -9 -0.4%
RPWA
2015
Regent Peak Wealth Advisors
Georgia
$277K +$11.7K +93 +4%
LWM
2016
Liberty Wealth Management
California
$276K -$9.59K -76 -3%
OPOWM
2017
One Plus One Wealth Management
Florida
$276K – – –
ECG
2018
Edge Capital Group
Georgia
$276K -$1.26K -10 -0.4%
EWA
2019
Evolution Wealth Advisors
Florida
$275K +$289K +2,289 New
OAM
2020
Occidental Asset Management
California
$275K -$38.1K -302 -12%
PCM
2021
Payne Capital Management
New York
$274K +$287K +2,278 New
BAM
2022
Bellevue Asset Management
Washington
$274K +$252 +2 +0.1%
CSB
2023
City State Bank
Iowa
$274K +$11.7K +93 +4%
LWM
2024
Laidlaw Wealth Management
New York
$274K -$20.8K -165 -7%
TCOO
2025
Trust Company of Oklahoma
Oklahoma
$273K +$1.51K +12 +0.5%
79 80
81
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