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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1126
Insigneo Advisory Services
Florida
$730K +$56.3K +932 +8%
SOAMC
1127
Spirit of America Management Corp
New York
$729K – – –
BBFA
1128
Brindle & Bay Financial Advisors
Texas
$728K +$762K +12,624 New
CFP
1129
Catalyst Financial Partners
Massachusetts
$726K -$32.7K -542 -4%
CBT
1130
CoreFirst Bank & Trust
Kansas
$724K -$73.5K -1,217 -9%
SLP
1131
Storen Legacy Partners
Indiana
$724K +$758K +12,552 New
BPWM
1132
Badgley Phelps Wealth Managers
Washington
$723K -$170K -2,811 -19%
AO
1133
Advisor OS
Illinois
$721K -$50.8K -842 -6%
DTC
1134
Davidson Trust Company
Washington
$720K +$21.9K +362 +3%
PPW
1135
Parcion Private Wealth
Washington
$719K +$24.6K +407 +3%
AWM
1136
Ariadne Wealth Management
California
$719K -$40.6K -673 -6%
NRS
1137
Neville Rodie & Shaw
New York
$717K -$84.4K -1,398 -10%
LAM
1138
Lewis Asset Management
California
$716K -$33.2K -550 -4%
FAOAI
1139
Fund Advisors of America Inc
Florida
$715K +$749K +12,406 New
SFG
1140
SageGuard Financial Group
Tennessee
$715K +$748K +12,395 New
GIA
1141
Gladstone Institutional Advisory
Florida
$713K +$15.2K +252 +2%
AAM
1142
Aureus Asset Management
Massachusetts
$712K – – –
CCM
1143
Capstone Capital Management
$712K +$746K +12,350 New
BFO
1144
Boston Family Office
Massachusetts
$711K -$19.2K -318 -3%
KIG
1145
Kennedy Investment Group
New Jersey
$709K +$1.15K +19 +0.2%
CCA
1146
Childress Capital Advisors
Texas
$708K +$238K +3,936 +47%
XF
1147
XML Financial
Maryland
$705K -$6.34K -105 -0.9%
CCWM
1148
Cassaday & Co Wealth Management
Virginia
$705K +$6.04K +100 +0.8%
MWM
1149
Manske Wealth Management
Texas
$702K -$6.58K -109 -0.9%
ST
1150
Spinnaker Trust
Maine
$701K +$4.83K +80 +0.7%
44 45
46
47 48