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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1601
Advisor OS
Illinois
$202K -$6.62K -144 -3%
TNA
1602
True North Advisors
Texas
$202K +$208K +4,533 New
WPP
1603
Whalerock Point Partners
Rhode Island
$202K +$208K +4,533 New
CTA
1604
Chesley Taft & Associates
Illinois
$202K +$208K +4,529 New
LA
1605
Lifeworks Advisors
Michigan
$202K +$208K +4,528 New
MYLI
1606
Meiji Yasuda Life Insurance
Japan
$202K -$7.03K -153 -3%
SAM
1607
SignalPoint Asset Management
Missouri
$202K -$5.15K -112 -2%
SDWIA
1608
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$201K – – –
DI
1609
Diligent Investors
California
$201K +$322 +7 +0.2%
DIP
1610
DT Investment Partners
Pennsylvania
$200K – – –
RWB
1611
RMR Wealth Builders
New Jersey
$200K +$206K +4,484 New
NVCHI
1612
New Vernon Capital Holdings II
New Jersey
$198K +$1.84K +40 +0.9%
GCM
1613
Gladius Capital Management
Illinois
$194K -$5.33K -116 -3%
AIM
1614
Achmea Investment Management
Netherlands
$190K – – –
EWA
1615
EverSource Wealth Advisors
Alabama
$189K -$414 -9 -0.2%
ATC
1616
Adirondack Trust Company
New York
$186K +$10.7K +233 +6%
HGERS
1617
Householder Group Estate & Retirement Specialist
Arizona
$186K +$8.83K +192 +5%
SIS
1618
Strategic Investment Solutions
Illinois
$186K +$191K +4,162 New
HB
1619
Horizon Bancorp
Indiana
$185K -$32.4K -705 -15%
CT
1620
Colonial Trust
South Carolina
$183K -$7.31K -159 -4%
MIM
1621
Meridiem Investment Management
United Kingdom
$183K – – –
CWM
1622
CarsonAllaria Wealth Management
Illinois
$182K -$4.96K -108 -3%
FFC
1623
First Financial Corp
Indiana
$182K -$7.82K -170 -4%
CWC
1624
Carolinas Wealth Consulting
North Carolina
$178K +$47.7K +1,037 +3%
KFI
1625
Key Financial Inc
Pennsylvania
$177K +$11.8K +257 +7%
63 64
65
66 67