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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1976
Morris Financial Concepts
South Carolina
$250K -$89.8K -1,396 -27%
WCA
1977
Whetstone Capital Advisors
Kansas
$250K -$6.82K -106 -3%
SDAM
1978
Shulman DeMeo Asset Management
New York
$249K -$35.3K -548 -13%
WFA
1979
Wellspring Financial Advisors
Ohio
$249K -$67.5K -1,049 -22%
MWM
1980
Maridea Wealth Management
New York
$249K +$243K +3,770 New
MKC
1981
M. Kraus & Co
Vermont
$249K +$10.9K +170 +5%
KJWM
1982
Kiley Juergens Wealth Management
Washington
$248K +$242K +3,764 New
FCG
1983
Fielder Capital Group
Tennessee
$248K +$242K +3,761 New
BAM
1984
Bellevue Asset Management
Washington
$248K +$450 +7 +0.2%
SCP
1985
Stevens Capital Partners
Nebraska
$248K +$242K +3,755 New
CCM
1986
Chilton Capital Management
Texas
$248K -$1.87K -29 -0.8%
LA
1987
Latitude Advisors
Florida
$247K -$63.2K -983 -21%
CA
1988
Calton & Associates
Florida
$247K -$112K -1,741 -32%
SAM
1989
Smith Asset Management
Florida
$247K -$8.69K -135 -3%
FFG
1990
Fortem Financial Group
California
$246K +$240K +3,735 New
NAS
1991
NWF Advisory Services
California
$246K +$8.17K +127 +4%
CCT
1992
Chemung Canal Trust
New York
$246K -$220K -3,420 -48%
CPA
1993
Cardiff Park Advisors
California
$246K -$5.28K -82 -2%
NDBT
1994
North Dallas Bank & Trust
Texas
$245K -$12.9K -200 -5%
ATC
1995
Adirondack Trust Company
New York
$245K – – –
FFO
1996
Fiduciary Family Office
Florida
$245K -$4.57K -71 -2%
PWP
1997
Perfromance Wealth Partners
Illinois
$245K +$450 +7 +0.2%
CA
1998
Cambridge Advisors
Nebraska
$244K +$579 +9 +0.2%
AWG
1999
Altus Wealth Group
Colorado
$244K – – –
KA
2000
Kozak & Associates
Colorado
$244K – – –
78 79
80
81 82