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Altria Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
RCWMU
1401
Rothschild & Co Wealth Management (UK)
United Kingdom
$263K – – –
WIM
1402
Westside Investment Management
California
$262K +$10.1K +170 +4%
FMB
1403
Field & Main Bank
Kentucky
$262K – – –
SDWMA
1404
Schneider Downs Wealth Management Advisors
Pennsylvania
$261K – – –
DBT
1405
Dubuque Bank & Trust
Iowa
$261K +$74.3K +1,251 +41%
SRC
1406
Shufro Rose & Co
New York
$259K – – –
NFG
1407
Nadler Financial Group
Illinois
$259K +$297 +5 +0.1%
FWIA
1408
Fort Washington Investment Advisors
Ohio
$259K +$255K +4,298 New
PCFFS
1409
Pacific Center for Financial Services
California
$257K +$2.61K +44 +1%
OC
1410
Oarsman Capital
Wisconsin
$257K +$35.5K +598 +16%
BFO
1411
Biltmore Family Office
North Carolina
$256K – – –
PC
1412
Port Capital
Illinois
$255K -$31.4K -529 -11%
CL
1413
CPWM LLC
Washington
$253K +$9.38K +158 +4%
BA
1414
Bristol Advisors
Pennsylvania
$253K +$249K +4,200 New
YWP
1415
YorkBridge Wealth Partners
New York
$252K -$18.9K -319 -7%
PMG
1416
ProVise Management Group
Florida
$251K -$251K -4,229 -50%
SMM
1417
Stadion Money Management
Georgia
$251K -$41K -690 -14%
AI
1418
ArchPoint Investors
Florida
$251K – – –
CWM
1419
Confluence Wealth Management
Oregon
$251K +$6K +101 +2%
PAM
1420
Pegasus Asset Management
New York
$250K -$29.7K -500 -11%
CWA
1421
Clarus Wealth Advisors
Arizona
$250K -$24K -404 -9%
DOA
1422
D'Orazio & Associates
Virginia
$250K +$712 +12 +0.3%
LP
1423
LMR Partners
United Kingdom
$250K +$246K +4,148 New
AHC
1424
Adell Harriman & Carpenter
Texas
$250K -$5.94K -100 -2%
WGCA
1425
Wolf Group Capital Advisors
Virginia
$248K -$54.4K -917 -18%
55 56
57
58 59