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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1901
Jeppson Wealth Management
California
$247K -$41.2K -650 -15%
MCP
1902
Mirador Capital Partners
California
$247K +$236K +3,732 New
FA
1903
Fountainhead AM
New Jersey
$246K +$235K +3,716 New
SFG
1904
SNS Financial Group
Minnesota
$245K +$443 +7 +0.2%
AWG
1905
Altus Wealth Group
Colorado
$244K – – –
ATC
1906
Adirondack Trust Company
New York
$243K +$6.53K +103 +3%
GWAG
1907
Garrett Wealth Advisory Group
Texas
$243K -$4.94K -78 -2%
EWA
1908
Emergent Wealth Advisors
New York
$243K +$12.9K +204 +6%
FFO
1909
Fiduciary Family Office
Florida
$242K -$87.6K -1,382 -27%
NIM
1910
Northeast Investment Management
Massachusetts
$242K -$42.5K -671 -15%
IAS
1911
Integrity Advisory Solutions
Texas
$242K +$232K +3,658 New
M1FG
1912
Mach-1 Financial Group
Arkansas
$242K +$232K +3,658 New
DBRC
1913
D.B. Root & Company
Pennsylvania
$242K +$1.46K +23 +0.6%
RPWA
1914
Regent Peak Wealth Advisors
Georgia
$241K +$232K +3,655 New
FNFDCM
1915
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$241K -$1.27K -20 -0.5%
HTIM
1916
Harbour Trust & Investment Management
Indiana
$241K -$136K -2,150 -37%
GWMIA
1917
Global Wealth Management Investment Advisory
Florida
$241K -$45.5K -718 -16%
RPGNY
1918
Retirement Planning Group (New York)
New York
$240K -$6.08K -96 -3%
WAOTB
1919
Wealth Advisors of Tampa Bay
Florida
$239K – – –
JF
1920
JSF Financial
California
$238K +$824 +13 +0.4%
BMC
1921
Benin Management Corp
Connecticut
$238K – – –
MKC
1922
M. Kraus & Co
Vermont
$238K – – –
OAS
1923
Optivise Advisory Services
Tennessee
$238K +$228K +3,597 New
FWMM
1924
Foundation Wealth Management (Missouri)
Missouri
$237K +$228K +3,595 New
WCA
1925
Whetstone Capital Advisors
Kansas
$237K +$228K +3,592 New
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77
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