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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
1976
Glen Eagle Advisors
New Jersey
$59.6K – – –
HFS
1977
Hopwood Financial Services
Virginia
$59.2K +$60.2K +1,131 New
GTAM
1978
Global Trust Asset Management
Florida
$58.3K – – –
RMP
1979
Richards, Merrill & Peterson
Washington
$57.9K +$59K +1,108 New
FWA
1980
Flagship Wealth Advisors
Massachusetts
$57.5K +$58.6K +1,100 New
AEPWM
1981
Atlantic Edge Private Wealth Management
Florida
$56.6K +$16K +300 +38%
GKIM
1982
GW&K Investment Management
Massachusetts
$56K +$2.02K +38 +4%
C
1983
Covestor
United Kingdom
$56K +$2.77K +52 +5%
BC
1984
Bayforest Capital
United Kingdom
$54.3K +$55.3K +1,038 New
MSWM
1985
Mowery & Schoenfeld Wealth Management
Illinois
$53.8K +$12.1K +228 +29%
BLC
1986
Brown, Lisle/Cummings
Rhode Island
$53.5K – – –
SIC
1987
SJS Investment Consulting
Ohio
$53.4K -$21.3K -400 -28%
TC
1988
Tacita Capital
Ontario, Canada
$52.9K -$32K -600 -37%
ATC
1989
Advantage Trust Company
Kansas
$52.3K – – –
PP
1990
Pingora Partners
Wyoming
$52.3K – – –
LFA
1991
Legend Financial Advisors
Pennsylvania
$52.3K +$53.3K +1,000 New
TVWM
1992
Tower View Wealth Management
Wisconsin
$51.2K +$639 +12 +1%
IA
1993
IFS Advisors
Kansas
$51.1K +$40K +750 +330%
CFS
1994
CGC Financial Services
Oregon
$49.7K – – –
OW
1995
Olistico Wealth
Oklahoma
$49.1K – – –
ADL
1996
Asset Dedication LLC
California
$48.2K +$10.7K +200 +28%
PWMG
1997
Private Wealth Management Group
New Jersey
$47.8K -$1.65K -31 -3%
LIA
1998
Luken Investment Analytics
Tennessee
$47.1K +$47.9K +900 New
BGAI
1999
Bruce G. Allen Investments
Colorado
$45.5K – – –
LI
2000
Louisbourg Investments
New Brunswick, Canada
$45K – – –
78 79
80
81 82