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Altria Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
1051
Elevated Capital Advisors
Utah
$790K – – –
UF
1052
Univest Financial
Pennsylvania
$789K +$4.99K +85 +0.6%
HNB
1053
Hilltop National Bank
Wyoming
$788K +$790K +13,447 New
WKWM
1054
Walter & Keenan Wealth Management
Indiana
$787K -$102K -1,733 -11%
CD
1055
Chapin Davis
Maryland
$783K -$1.53K -26 -0.2%
APA
1056
Astoria Portfolio Advisors
New York
$782K -$12.8K -218 -2%
KIA
1057
KCM Investment Advisors
California
$781K +$254K +4,320 +48%
BFO
1058
Boston Family Office
Massachusetts
$779K -$29.4K -500 -4%
PCM
1059
Prelude Capital Management
New York
$779K +$247K +4,211 +46%
4WM
1060
44 Wealth Management
Oregon
$778K +$2.58K +44 +0.3%
PFBT
1061
Parkside Financial Bank & Trust
Missouri
$777K +$5.7K +97 +0.7%
FIA
1062
FNY Investment Advisers
New York
$777K -$2.52M -42,843 -76%
MA
1063
MBA Advisors
Pennsylvania
$774K +$8.22K +140 +1%
PWAM
1064
Papamarkou Wellner Asset Management
New York
$770K – – –
KWS
1065
Keystone Wealth Services
California
$770K +$34.2K +582 +5%
TIM
1066
Tevis Investment Management
Texas
$767K – – –
LIA
1067
LS Investment Advisors
Michigan
$767K +$192K +3,268 +33%
MYLI
1068
Meiji Yasuda Life Insurance
Japan
$764K -$169K -2,873 -18%
GC
1069
Grimes & Company
Massachusetts
$764K +$183K +3,118 +31%
RMAM
1070
Raab & Moskowitz Asset Management
New Jersey
$764K -$18.8K -320 -2%
TM
1071
TigerOak Management
New Mexico
$762K +$230K +3,908 +43%
CA
1072
Continuum Advisory
Idaho
$761K -$127K -2,170 -14%
LAM
1073
Lewis Asset Management
California
$761K +$762K +12,972 New
MJRIC
1074
Mogy Joel R Investment Counsel
California
$759K – – –
LSWP
1075
Liberty Square Wealth Partners
Pennsylvania
$759K +$1.29K +22 +0.2%
41 42
43
44 45