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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
551
Hartford Financial Management
Connecticut
$2.06M – – –
SC
552
SouthState Corp
Florida
$2.06M -$103K -2,249 -5%
EAMA
553
EFG Asset Management (Americas)
Florida
$2.03M +$9.24K +201 +0.4%
CFGS
554
Concourse Financial Group Securities
Alabama
$2.03M +$92.3K +2,007 +5%
FPGT
555
Financial Partners Group (Tennessee)
Tennessee
$2.03M -$19.4K -422 -0.9%
BHPW
556
Beverly Hills Private Wealth
California
$2.02M +$37.7K +819 +2%
NB
557
NBT Bank
New York
$2M -$5.52K -120 -0.3%
HH
558
Hilltop Holdings
Texas
$2M +$54.3K +1,181 +3%
CW
559
CreativeOne Wealth
Kansas
$1.99M +$429K +9,340 +26%
O
560
Ossiam
France
$1.99M +$797K +17,331 +64%
NSAM
561
North Star Asset Management
Wisconsin
$1.98M -$26.7K -581 -1%
HPC
562
HM Payson & Co
Maine
$1.98M -$136K -2,961 -6%
SGCA
563
Steel Grove Capital Advisors
Tennessee
$1.97M +$136K +2,964 +7%
PFO
564
Pathstone Family Office
New Jersey
$1.97M -$898K -19,541 -30%
IBOK
565
Independence Bank of Kentucky
Kentucky
$1.96M +$34.5K +750 +2%
RIM
566
Redwood Investment Management
Arizona
$1.95M +$138K +2,997 +7%
CWS
567
Confluence Wealth Services
Pennsylvania
$1.94M -$170K -3,708 -8%
KFP
568
KMG Fiduciary Partners
Ohio
$1.94M +$1.73M +37,555 +634%
XSC
569
X-Square Capital
Puerto Rico
$1.93M -$289K -6,282 -13%
SCM
570
Spreng Capital Management
Ohio
$1.93M -$139K -3,026 -7%
AFA
571
Abacus FCF Advisors
Florida
$1.92M +$258K +5,620 +15%
AIMC
572
Alley Investment Management Company
Illinois
$1.92M -$6.94M -150,868 -78%
KC
573
Kinloch Capital
Virginia
$1.91M -$1.39M -30,309 -41%
GT
574
Greenleaf Trust
Michigan
$1.9M +$111K +2,406 +6%
OP
575
ORG Partners
Indiana
$1.9M +$1.95M +42,389 New
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