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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
2001
Missouri Trust & Investment Company
Missouri
$391K – – –
IA
2002
Insight Advisors
Pennsylvania
$390K -$6.2K -40 -2%
S
2003
SimplyRich
California
$389K – – –
PPWM
2004
Paragon Private Wealth Management
Kentucky
$388K +$43.2K +279 +13%
PJSIMP
2005
P.J. Schmidt Investment Management (PJS)
Wisconsin
$387K -$70K -452 -16%
HFM
2006
Harvest Fund Management
China
$386K +$58.4K +377 +19%
RWP
2007
Revolve Wealth Partners
New Jersey
$385K -$23.2K -150 -6%
SWP
2008
ShoreHaven Wealth Partners
New Jersey
$384K – – –
SAM
2009
Summit Asset Management
Tennessee
$384K +$310 +2 +0.1%
NCM
2010
Nelson Capital Management
California
$383K +$105K +678 +40%
LFGO
2011
Legacy Financial Group (Oklahoma)
Oklahoma
$383K -$47.9K -309 -11%
LWM
2012
Laidlaw Wealth Management
New York
$383K +$59K +381 +19%
HNB
2013
Hilltop National Bank
Wyoming
$382K -$45.2K -292 -11%
TFA
2014
Teamwork Financial Advisors
Texas
$381K -$54.2K -350 -13%
BW
2015
Bravera Wealth
North Dakota
$381K +$368K +2,376 New
LWM
2016
Liberty Wealth Management
California
$380K +$22.3K +144 +6%
RA
2017
Riverstone Advisors
Texas
$380K +$41.7K +269 +13%
IIM
2018
Invariant Investment Management
Pennsylvania
$379K +$361K +2,333 New
FMTCOCP
2019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$379K -$51.9K -335 -12%
FCG
2020
Fielder Capital Group
Tennessee
$379K -$74.1K -478 -17%
GSWM
2021
Golden State Wealth Management
California
$377K +$6.04K +39 +2%
RPWA
2022
Regent Peak Wealth Advisors
Georgia
$377K -$19.4K -125 -5%
WFPG
2023
Waller Financial Planning Group
Ohio
$377K – – –
SPI
2024
Sutton Place Investors
New York
$377K -$8.99K -58 -2%
DHC
2025
Drum Hill Capital
Connecticut
$376K – – –
79 80
81
82 83