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Altria Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1951
Binnacle Investments
Iowa
$191K +$174K +3,179 New
CSPIA
1952
Cary Street Partners Investment Advisory
Virginia
$188K +$39.6K +726 +30%
JWA
1953
JFS Wealth Advisors
Pennsylvania
$185K +$13.3K +243 +9%
SGC
1954
Slocum, Gordon & Co
Rhode Island
$184K -$10.9K -200 -6%
ITIM
1955
Indiana Trust & Investment Management
Indiana
$183K – – –
FC
1956
Fairscale Capital
New Hampshire
$181K -$4.26K -78 -3%
KFI
1957
Key Financial Inc
Pennsylvania
$180K -$437 -8 -0.3%
JEST
1958
JTC Employer Solutions Trustee
Jersey
$180K – – –
AGWCA
1959
Annis Gardner Whiting Capital Advisors
Florida
$179K +$1.58K +29 +1%
NC
1960
North Capital
Utah
$179K +$162K +2,976 New
GIM
1961
Generali Investments Management
Slovenia
$177K +$119K +2,174 +281%
RP
1962
Rowlandmiller & Partners
Georgia
$176K – – –
TLA
1963
Tanglewood Legacy Advisors
Texas
$176K – – –
CCMW
1964
Cypress Capital Management (Wyoming)
Wyoming
$174K – – –
CBT
1965
Crews Bank & Trust
Florida
$170K +$22.4K +410 +17%
PAI
1966
Pittenger & Anderson Inc
Nebraska
$168K -$928 -17 -0.6%
KB
1967
Kimelman & Baird
New York
$167K – – –
ME
1968
McIlrath & Eck
Washington
$166K +$32.1K +588 +27%
M
1969
MOTCO
Texas
$165K +$32.5K +595 +28%
WOC
1970
West Oak Capital
California
$165K – – –
CHC
1971
City Holding Co
West Virginia
$163K -$5.46K -100 -4%
CTWM
1972
Cherry Tree Wealth Management
Minnesota
$160K -$5.46K -100 -4%
JGIA
1973
Jackson Grant Investment Advisers
Connecticut
$157K +$2.46K +45 +2%
PAM
1974
Paradigm Asset Management
New York
$156K – – –
APW
1975
Aventura Private Wealth
Florida
$154K – – –
77 78
79
80 81