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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1976
Whetstone Capital Advisors
Kansas
$272K – – –
SDAM
1977
Shulman DeMeo Asset Management
New York
$272K +$349 +5 +0.1%
LA
1978
Legacy Advisors
Pennsylvania
$272K +$39.4K +565 +18%
SPWM
1979
Schrum Private Wealth Management
Florida
$272K -$56.5K -809 -12%
KJWM
1980
Kiley Juergens Wealth Management
Washington
$271K +$628 +9 +0.2%
CBT
1981
Crews Bank & Trust
Florida
$271K +$51.4K +736 +24%
MKC
1982
M. Kraus & Co
Vermont
$271K – – –
AWG
1983
Altus Wealth Group
Colorado
$271K +$4.61K +66 +2%
WFA
1984
Wellspring Financial Advisors
Ohio
$270K -$1.05K -15 -0.4%
CCM
1985
Chilton Capital Management
Texas
$270K – – –
BAM
1986
Bellevue Asset Management
Washington
$270K -$698 -10 -0.3%
PSIWM
1987
Paradigm Strategies in Wealth Management
Minnesota
$269K +$22.3K +319 +9%
PRTG
1988
Post Resch Tallon Group
New York
$268K +$3.49K +50 +1%
FPWM
1989
FSB Premier Wealth Management
Iowa
$268K -$27.1K -388 -9%
CCT
1990
Chemung Canal Trust
New York
$268K – – –
VFG
1991
Victory Financial Group
Texas
$268K -$54.3K -778 -17%
CCC
1992
Compass Capital Corp
Massachusetts
$267K -$219K -3,143 -44%
VC
1993
Vicus Capital
Pennsylvania
$266K -$36K -516 -12%
ACA
1994
Aspire Capital Advisors
Washington
$266K +$33.2K +475 +15%
CTA
1995
Chesley Taft & Associates
Illinois
$265K -$445K -6,380 -63%
SCM
1996
SCS Capital Management
Massachusetts
$265K -$220K -3,146 -46%
JWM
1997
Jeppson Wealth Management
California
$264K -$29.3K -420 -10%
ATC
1998
Adirondack Trust Company
New York
$264K -$3.77K -54 -1%
NIM
1999
Northeast Investment Management
Massachusetts
$263K – – –
TAFW
2000
Tred Avon Family Wealth
Maryland
$263K +$21.8K +312 +9%
78 79
80
81 82