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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
2001
RS Crum Inc
California
$447K – – –
GCM
2002
Gables Capital Management
Florida
$445K -$241K -1,403 -36%
CAM
2003
Costello Asset Management
Pennsylvania
$444K +$12.7K +74 +3%
AEPWM
2004
Atlantic Edge Private Wealth Management
Florida
$444K – – –
MTIC
2005
Missouri Trust & Investment Company
Missouri
$443K – – –
MFG
2006
MTM Financial Group
Pennsylvania
$443K +$859 +5 +0.2%
TWM
2007
TriaGen Wealth Management
California
$443K +$84.3K +491 +25%
SFC
2008
SYM Financial Corp
Indiana
$443K +$97.7K +569 +31%
HIIFS
2009
Harel Insurance Investments & Financial Services
Israel
$443K +$75.7K +441 +22%
TP
2010
Tranquility Partners
Tennessee
$443K – – –
NRC
2011
New Republic Capital
North Carolina
$442K +$34.2K +199 +9%
S
2012
SimplyRich
California
$442K – – –
CM
2013
Cercano Management
Washington
$441K – – –
IA
2014
Insight Advisors
Pennsylvania
$441K +$11.5K +67 +3%
AAG
2015
Armstrong Advisory Group
Massachusetts
$440K -$174K -1,015 -30%
PHWM
2016
Pine Harbor Wealth Management
Maryland
$440K +$415K +2,416 New
IF
2017
Intrua Financial
Texas
$440K -$92.2K -537 -18%
ATC
2018
Adirondack Trust Company
New York
$440K +$34.3K +200 +9%
RI
2019
Ridgewood Investments
New Jersey
$439K -$33K -192 -7%
GSWM
2020
Golden State Wealth Management
California
$439K -$51.2K -298 -11%
NA
2021
Nordwand Advisors
Pennsylvania
$439K +$321K +1,868 +345%
OPW
2022
Osprey Private Wealth
New York
$438K – – –
OHWP
2023
Oak Harbor Wealth Partners
North Carolina
$438K +$51.3K +299 +14%
SWP
2024
ShoreHaven Wealth Partners
New Jersey
$436K – – –
OBAM
2025
ODDO BHF Asset Management
France
$436K +$411K +2,396 New
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81
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