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Altria Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1876
Smith Asset Management
Florida
$259K – – –
CAL
1877
Capital Advisors Ltd
Ohio
$259K +$4.56K +72 +2%
BW
1878
BostonPremier Wealth
Massachusetts
$258K +$190 +3 +0.1%
BBPWM
1879
Blue Bell Private Wealth Management
Pennsylvania
$257K +$24.9K +393 +11%
MCCA
1880
Mill Creek Capital Advisors
Pennsylvania
$257K -$26.6K -420 -10%
PDL
1881
Portfolio Design Labs
California
$256K -$3.73M -58,874 -94%
HIS
1882
Horizon Investment Services
Indiana
$256K +$12.6K +199 +5%
CF
1883
Claris Financial
Virginia
$256K +$245K +3,875 New
GPWM
1884
Grant Private Wealth Management
California
$255K -$107K -1,694 -30%
DWM
1885
Dogwood Wealth Management
Kansas
$254K +$212K +3,343 +657%
HWA
1886
Heartwood Wealth Advisors
Virginia
$254K – – –
SFG
1887
Shum Financial Group
California
$254K +$243K +3,843 New
PWP
1888
Perfromance Wealth Partners
Illinois
$253K +$63 +1 +0%
CA
1889
Cambridge Advisors
Nebraska
$252K +$1.14K +18 +0.5%
WAM
1890
Worth Asset Management
Texas
$251K +$3.04K +48 +1%
CPA
1891
Cardiff Park Advisors
California
$251K +$5.2K +82 +2%
JGIA
1892
Jackson Grant Investment Advisers
Connecticut
$251K +$72.3K +1,141 +43%
KIC
1893
Keating Investment Counselors
Florida
$251K – – –
RS
1894
Rakuten Securities
Japan
$249K +$47.5K +750 +25%
PRS
1895
Pinkerton Retirement Specialists
Idaho
$249K +$239K +3,766 New
EFA
1896
Edge Financial Advisors
Illinois
$249K +$1.65K +26 +0.7%
TSWM
1897
Triangle Securities Wealth Management
North Carolina
$248K +$238K +3,753 New
BAM
1898
Bellevue Asset Management
Washington
$247K +$380 +6 +0.2%
FFG
1899
Fortem Financial Group
California
$247K – – –
CWM
1900
Cranbrook Wealth Management
Michigan
$247K +$145K +2,291 +158%
74 75
76
77 78