We are live on ! Find out more
MO icon

Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2001
Clark Wealth Partners
Illinois
$125K +$109K +2,000 +2,326%
CAM
2002
Costello Asset Management
Pennsylvania
$124K +$41.8K +766 +59%
GWP
2003
Gen-Wealth Partners
Michigan
$123K -$7.97K -146 -7%
RBC
2004
Roble Belko & Company
Pennsylvania
$122K -$24.8K -454 -18%
ETS
2005
ESL Trust Services
New York
$120K – – –
SNB
2006
Security National Bank
Nebraska
$117K – – –
DPW
2007
DiNuzzo Private Wealth
Pennsylvania
$117K -$55 -1 -0.1%
AFG
2008
Albion Financial Group
Utah
$116K -$45K -824 -30%
GFM
2009
GF Fund Management
China
$115K +$105K +1,915 New
CM
2010
Capula Management
Cayman Islands
$113K +$103K +1,887 New
CFD
2011
Creative Financial Designs
Indiana
$110K -$151K -2,760 -60%
OCM
2012
Orion Capital Management
California
$107K +$97.5K +1,785 New
NECFA
2013
New England Capital Financial Advisors
Connecticut
$104K +$1.75K +32 +2%
AW
2014
Avion Wealth
Texas
$104K – – –
PG
2015
Proffitt & Goodson
Tennessee
$103K -$5.95K -109 -6%
PMFA
2016
Plante Moran Financial Advisors
Michigan
$101K -$5.46K -100 -6%
ZBNA
2017
Zions Bancorporation, National Association
Utah
$97.3K +$88.5K +1,621 New
PCFFS
2018
Pacific Center for Financial Services
California
$96.2K – – –
EDRH
2019
Edmond de Rothschild Holding
Switzerland
$96K – – –
HC
2020
Hoese & Co
Minnesota
$96K – – –
HWM
2021
Hemington Wealth Management
Virginia
$96K +$7.26K +133 +9%
GJIA
2022
Glass Jacobson Investment Advisors
Maryland
$95.6K – – –
MEG
2023
Millstone Evans Group
Colorado
$95.4K – – –
TFIPS
2024
Towarzystwo Funduszy Inwestycyjnych PZU SA
$94.2K – – –
BL
2025
BFSG LLC
California
$93.9K +$983 +18 +1%
79 80
81
82 83