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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
1951
Trust Company of Oklahoma
Oklahoma
$231K – – –
RSA
1952
River Street Advisors
Illinois
$231K -$2.85K -45 -1%
S
1953
Steadtrust
Texas
$231K +$63 +1 +0%
AIM
1954
Acropolis Investment Management
Missouri
$230K +$249K +3,931 New
DIP
1955
DT Investment Partners
Pennsylvania
$230K – – –
CIP
1956
Capital Insight Partners
Arizona
$230K -$6.59K -104 -3%
OCPWS
1957
One Charles Private Wealth Services
Massachusetts
$229K +$1.39K +22 +0.6%
GKWIM
1958
Gerber Kawasaki Wealth & Investment Management
California
$229K +$220K +3,471 New
SFG
1959
SevenBridge Financial Group
Pennsylvania
$229K – – –
NFG
1960
Nadler Financial Group
Illinois
$229K +$760 +12 +0.3%
SAMC
1961
Spectrum Asset Management (California)
California
$229K +$216K +3,405 New
NP
1962
Nilsine Partners
Colorado
$229K +$219K +3,459 New
HI
1963
Hudock Inc
Pennsylvania
$228K +$760 +12 +0.3%
PP
1964
PFS Partners
New Jersey
$228K +$4.37K +69 +2%
ITIM
1965
Indiana Trust & Investment Management
Indiana
$228K +$25.3K +400 +13%
CWI
1966
Conscious Wealth Investments
Florida
$228K – – –
JWA
1967
JFS Wealth Advisors
Pennsylvania
$228K +$10K +158 +5%
LWA
1968
Lineweaver Wealth Advisors
Ohio
$228K +$218K +3,444 New
GT
1969
GreatBanc Trust
Illinois
$227K +$218K +3,440 New
BWM
1970
BKM Wealth Management
Wisconsin
$225K – – –
CA
1971
Claro Advisors
Massachusetts
$225K +$216K +3,406 New
DAM
1972
Doheny Asset Management
California
$225K +$215K +3,400 New
ALC
1973
Alexander Labrunerie & Co
Missouri
$225K -$67.4K -1,064 -24%
PIFP
1974
Partners in Financial Planning
Virginia
$225K +$215K +3,400 New
PSIWM
1975
Paradigm Strategies in Wealth Management
Minnesota
$225K -$25.8K -407 -11%
77 78
79
80 81