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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
776
One Capital Management
California
$951K -$3.31K -64 -0.3%
CCG
777
Capital CS Group
California
$949K – – –
KCM
778
Knoll Capital Management
Florida
$948K – – –
HWAM
779
Hennion & Walsh Asset Management
New Jersey
$948K +$235K +4,544 +25%
AIP
780
Ameritas Investment Partners
Nebraska
$946K -$31.2K -602 -3%
SW
781
SteelPeak Wealth
California
$944K -$75.4K -1,457 -6%
BPWM
782
Badgley Phelps Wealth Managers
Washington
$941K -$31.6K -611 -3%
EWM
783
Empirical Wealth Management
Washington
$938K +$583K +11,260 +101%
ETI
784
Enterprise Trust & Investment
California
$934K – – –
MGIA
785
Moneta Group Investment Advisors
Missouri
$932K +$568K +10,964 +97%
CG
786
Colony Group
Massachusetts
$931K +$1.14K +22 +0.1%
BFIM
787
Beese Fulmer Investment Management
Ohio
$928K -$5.18K -100 -0.4%
FFWA
788
FRG Family Wealth Advisors
Washington
$922K – – –
MJRIC
789
Mogy Joel R Investment Counsel
California
$922K – – –
RA
790
RFG Advisory
Alabama
$919K +$196K +3,782 +22%
BAM
791
Belpointe Asset Management
Nevada
$912K -$553K -10,681 -33%
XF
792
XML Financial
Maryland
$906K +$11.2K +217 +1%
PA
793
Parallel Advisors
California
$905K -$233K -4,495 -17%
CRIG
794
Charter Research & Investment Group
Connecticut
$905K – – –
WAOI
795
Wealth Advisors of Iowa
Iowa
$904K +$17.1K +330 +2%
IIM
796
Ipswich Investment Management
Massachusetts
$902K +$251K +4,852 +29%
PFO
797
Pathstone Family Office
New Jersey
$902K +$603K +11,649 +117%
MCM
798
Mork Capital Management
California
$901K – – –
GA
799
GoalVest Advisory
New York
$901K +$888K +17,153 +386%
IIM
800
INTECH Investment Management
Florida
$899K +$1.11M +21,530 New
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