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British American Tobacco
BTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
501
Capital Investment Advisors
Georgia
$266K +$11.6K +262 +5%
EWA
502
EverSource Wealth Advisors
Alabama
$266K +$100K +2,268 +68%
KSB
503
Kennebec Savings Bank
Maine
$264K +$576 +13 +0.2%
FFA
504
Founders Financial Alliance
North Carolina
$263K -$180K -4,057 -42%
BCI
505
Blue Capital Inc
Nebraska
$262K +$245K +5,529 New
OL
506
Optas LLC
Texas
$257K -$37.6K -850 -14%
CWP
507
Concord Wealth Partners
Virginia
$257K – – –
CAMV
508
Concord Asset Management (Virginia)
Virginia
$257K +$241K +5,436 New
RDWM
509
Red Door Wealth Management
Tennessee
$255K -$6.02K -136 -2%
MCM
510
MAI Capital Management
Ohio
$254K +$114K +2,578 +92%
CW
511
Code Waechter
Florida
$254K +$237K +5,359 New
DAS
512
Diversify Advisory Services
Utah
$253K +$194K +4,370 New
PWA
513
Providence Wealth Advisors
Illinois
$253K +$198K +4,477 New
AAS
514
Ameritas Advisory Services
Nebraska
$252K +$236K +5,321 New
AWM
515
Apollon Wealth Management
South Carolina
$251K -$16K -361 -6%
HWM
516
Hohimer Wealth Management
Washington
$251K – – –
OL
517
one8zero8 LLC
North Carolina
$248K – – –
SMH
518
Sanders Morris Harris
Texas
$247K -$221K -5,000 -49%
PMAM
519
Penn Mutual Asset Management
Pennsylvania
$246K +$230K +5,200 New
GSEP
520
Golden State Equity Partners
California
$245K +$229K +5,177 New
SWM
521
Spire Wealth Management
Virginia
$243K -$1.42K -32 -0.6%
CF
522
Cantor Fitzgerald
New York
$241K +$226K +5,101 New
EI
523
Ellevest Inc
New York
$237K – – –
WDC
524
Woodward Diversified Capital
California
$237K – – –
TFA
525
Teamwork Financial Advisors
Texas
$236K -$20.8K -470 -9%
19 20
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