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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
951
TrinityPoint Wealth
Connecticut
$586K +$11.4K +261 +2%
PWP
952
Principle Wealth Partners
Connecticut
$584K -$80.7K -1,850 -11%
CA
953
Cornerstone Advisory
Maryland
$581K +$296K +6,777 +89%
GBT
954
Grove Bank & Trust
Florida
$576K -$136K -3,119 -18%
BO
955
Bank OZK
Arkansas
$576K -$33.8K -775 -5%
RDWM
956
Red Door Wealth Management
Tennessee
$575K -$18.7K -429 -3%
WFM
957
Wolff Financial Management
Michigan
$573K +$87 +2 +0%
MWM
958
Modera Wealth Management
New Jersey
$572K -$57.8K -1,324 -9%
MS
959
Maven Securities
Jersey
$572K +$262K +6,008 +74%
MPCG
960
Matrix Private Capital Group
New York
$571K -$8.81K -202 -1%
SWMP
961
Signature Wealth Management Partners
New Jersey
$570K – – –
BTWM
962
Baker Tilly Wealth Management
Wisconsin
$569K -$6.59K -151 -1%
TPWA
963
TRUE Private Wealth Advisors
Oregon
$569K +$4.45K +102 +0.7%
LP
964
Lloyd Park
Illinois
$568K – – –
AWM
965
Accurate Wealth Management
Florida
$566K +$2.09K +48 +0.4%
MLA
966
My Legacy Advisors
Oregon
$566K +$83.8K +1,920 +18%
OIA
967
Optimum Investment Advisors
Illinois
$559K +$12.7K +292 +2%
CAI
968
Capital Advisors Inc
Oklahoma
$559K +$181K +4,155 +51%
BCWM
969
Bartlett & Co Wealth Management
Ohio
$558K -$13.2K -303 -2%
BC
970
Bartlett & Co
Ohio
$558K -$13.2K -303 -2%
QI
971
Qtron Investments
Massachusetts
$557K – – –
CAG
972
Crestwood Advisors Group
Massachusetts
$555K -$56.6K -1,298 -9%
ITIM
973
Indiana Trust & Investment Management
Indiana
$555K +$600K +13,752 New
SBH
974
Segall Bryant & Hamill
Illinois
$551K -$32.7K -750 -5%
Q
975
QVR
California
$550K +$235K +5,390 +66%
37 38
39
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