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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
2001
RS Crum Inc
California
$406K – – –
OPW
2002
Osprey Private Wealth
New York
$405K – – –
NG
2003
Northstar Group
New York
$405K – – –
MFG
2004
MTM Financial Group
Pennsylvania
$405K +$869 +5 +0.2%
WCP
2005
Wick Capital Partners
Pennsylvania
$405K -$11.5K -66 -3%
FB
2006
Finward Bancorp
Indiana
$404K -$13K -75 -3%
CAM
2007
Costello Asset Management
Pennsylvania
$404K +$174 +1 +0%
AMPWP
2008
Alvarez & Marsal Private Wealth Partners
Florida
$404K +$420K +2,419 New
AEPWM
2009
Atlantic Edge Private Wealth Management
Florida
$403K – – –
MCA
2010
MSH Capital Advisors
Arizona
$403K +$39.6K +228 +10%
WAM
2011
Worth Asset Management
Texas
$403K +$423K +2,437 New
MTIC
2012
Missouri Trust & Investment Company
Missouri
$403K – – –
MW
2013
MBL Wealth
North Carolina
$402K +$15.8K +91 +4%
S
2014
SimplyRich
California
$401K – – –
AMIM
2015
Aull & Monroe Investment Management
Alabama
$400K +$45K +259 +12%
ATC
2016
Adirondack Trust Company
New York
$400K -$6.08K -35 -1%
PJSIMP
2017
P.J. Schmidt Investment Management (PJS)
Wisconsin
$400K – – –
SCA
2018
Stonebridge Capital Advisors
Minnesota
$399K -$19.1K -110 -4%
6F
2019
626 Financial
Michigan
$399K -$182K -1,049 -30%
OWM
2020
Opes Wealth Management
California
$399K -$6.26K -36 -1%
SMA
2021
Seven Mile Advisory
New Jersey
$398K -$118K -679 -22%
NRI
2022
NFP Retirement Inc
California
$398K -$7.47K -43 -2%
AAG
2023
Armstrong Advisory Group
Massachusetts
$398K -$7.99K -46 -2%
DJSG
2024
D.J. St. Germain
Massachusetts
$397K -$55.3K -318 -12%
BA
2025
Bard Associates
Illinois
$397K +$317K +1,825 +328%
79 80
81
82 83