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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
1226
XY Planning Network
Montana
$711K +$42.4K +659 +6%
BMCM
1227
Burns Matteson Capital Management
New York
$711K +$694K +10,779 New
NEWAS
1228
N.E.W. Advisory Services
Wisconsin
$711K +$235K +3,651 +51%
FIC
1229
FCG Investment Company
Tennessee
$708K +$690K +10,728 New
SLT
1230
St Louis Trust
Missouri
$706K – – –
LWCFA
1231
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$705K – – –
BST
1232
Bath Savings Trust
Maine
$705K – – –
TWIM
1233
TIAA Wealth Investment Management
New York
$704K +$686K +10,664 New
CT
1234
Colonial Trust
South Carolina
$704K -$171K -2,659 -20%
SA
1235
Sylvest Advisors
Texas
$701K -$9.97K -155 -1%
BMWM
1236
Brown Miller Wealth Management
Virginia
$699K – – –
BCM
1237
Bayesian Capital Management
New York
$699K +$682K +10,600 New
PP
1238
Patron Partners
Texas
$698K – – –
PWA
1239
Providence Wealth Advisors
Illinois
$696K – – –
UWS
1240
Unique Wealth Strategies
Illinois
$696K -$51.9K -807 -7%
1WA
1241
180 Wealth Advisors
Washington
$695K +$8.24K +128 +1%
BL
1242
Balentine LLC
Georgia
$693K -$901 -14 -0.1%
TCBWMS
1243
Texas Capital Bank Wealth Management Services
Texas
$691K +$371K +5,769 +123%
GSIAS
1244
Garden State Investment Advisory Services
New Jersey
$690K +$4.89K +76 +0.7%
CD
1245
Chapin Davis
Maryland
$690K -$162K -2,520 -19%
WA
1246
Wealth Architects
California
$690K -$257 -4 -0%
FNB
1247
Farmers National Bank
Kentucky
$689K +$329K +5,120 +96%
CA
1248
Continuum Advisory
Idaho
$688K -$218K -3,382 -25%
TAM
1249
Titleist Asset Management
Texas
$686K +$25.4K +395 +4%
BFS
1250
BridgePort Financial Solutions
Iowa
$685K -$85.1K -1,323 -11%
48 49
50
51 52