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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
2001
1 North Wealth Services
Maryland
$140K – – –
FDW
2002
Fourth Dimension Wealth
Ohio
$138K +$1.76K +30 +1%
POIA
2003
Pin Oak Investment Advisors
Texas
$136K -$59 -1 -0%
TCM
2004
Traub Capital Management
Massachusetts
$133K +$133K +2,267 New
AW
2005
Avion Wealth
Texas
$131K +$14K +239 +12%
SPF
2006
South Plains Financial
Texas
$131K +$1.47K +25 +1%
KTC
2007
Kentucky Trust Company
Kentucky
$129K – – –
CHC
2008
City Holding Co
West Virginia
$128K -$31.3K -533 -20%
IRAG
2009
Investment Research & Advisory Group
Georgia
$127K -$70.3K -1,197 -36%
BFS
2010
Burkett Financial Services
South Carolina
$126K +$2.11K +36 +2%
QWM
2011
Quaker Wealth Management
New Jersey
$125K +$125K +2,130 New
WAS
2012
Winch Advisory Services
Wisconsin
$125K +$2.11K +36 +2%
SGC
2013
Slocum, Gordon & Co
Rhode Island
$124K -$55.8K -950 -31%
LFASL
2014
Lugano Financial Advisors SA (LFA)
Switzerland
$123K – – –
MTIC
2015
Missouri Trust & Investment Company
Missouri
$123K – – –
CWM
2016
CarsonAllaria Wealth Management
Illinois
$122K -$2.64K -45 -2%
CAM
2017
Costello Asset Management
Pennsylvania
$121K +$176 +3 +0.1%
M
2018
MOTCO
Texas
$120K -$48.1K -819 -30%
SNB
2019
Security National Bank
Nebraska
$119K +$4.41K +75 +4%
ETS
2020
ESL Trust Services
New York
$117K – – –
GKIM
2021
GW&K Investment Management
Massachusetts
$117K +$27.6K +470 +31%
GWP
2022
Gen-Wealth Partners
Michigan
$114K -$5.52K -94 -5%
MPW
2023
MASECO Private Wealth
$111K +$111K +1,887 New
ZBNA
2024
Zions Bancorporation, National Association
Utah
$108K +$12.9K +220 +14%
OCM
2025
Orion Capital Management
California
$106K +$1.82K +31 +2%
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