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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
801
Burney Company
Virginia
$1.49M +$227K +3,761 +17%
AFG
802
Atomi Financial Group
New York
$1.49M -$3.58M -59,333 -70%
CT
803
Chicago Trust
Illinois
$1.48M -$260K -4,298 -14%
ACI
804
Alpha Cubed Investments
California
$1.47M -$3.74K -62 -0.2%
CT
805
Caldwell Trust
Florida
$1.47M -$125K -2,075 -8%
KWA
806
Kingswood Wealth Advisors
California
$1.47M -$267K -4,424 -15%
DF
807
Donoghue Forlines
Massachusetts
$1.46M -$1.81M -29,937 -54%
KFS
808
Keynote Financial Services
Connecticut
$1.46M -$7.85K -130 -0.5%
MWM
809
Modern Wealth Management
Kansas
$1.45M +$113K +1,874 +8%
IP
810
Ignite Planners
California
$1.44M -$111K -1,836 -7%
RIL
811
Rothschild Investment LLC
Illinois
$1.44M -$76.9K -1,274 -5%
IPWA
812
International Private Wealth Advisors
California
$1.43M +$908K +15,046 +154%
BHBT
813
Burke & Herbert Bank & Trust
Virginia
$1.43M +$181K +3,000 +14%
GA
814
GoalVest Advisory
New York
$1.42M -$212K -3,512 -12%
SWA
815
Stratos Wealth Advisors
Ohio
$1.42M -$17.7K -293 -1%
AA
816
Ancora Advisors
Ohio
$1.42M +$317K +5,254 +27%
JIC
817
Joel Isaacson & Co
New York
$1.42M +$54.1K +896 +4%
DCM
818
DGS Capital Management
New Jersey
$1.41M -$37.2K -616 -2%
PA
819
Procyon Advisors
Connecticut
$1.41M +$916K +15,169 +164%
HWM
820
Hohimer Wealth Management
Washington
$1.41M +$13.6K +225 +0.9%
KCFA
821
Key Client Fiduciary Advisors
New Jersey
$1.4M +$26.6K +441 +2%
IAIM
822
International Assets Investment Management
Florida
$1.4M +$3.08M +50,931 +207%
VWM
823
Vigil Wealth Management
Florida
$1.4M +$1.47M +24,300 New
WWA
824
WCG Wealth Advisors
Nevada
$1.4M +$803K +13,293 +121%
WBC
825
Westpac Banking Corp
Australia
$1.39M – – –
31 32
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