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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
926
Everett Harris & Co
California
$726K -$572K -12,628 -44%
NFSG
927
Newbridge Financial Services Group
Florida
$722K -$45K -994 -6%
BFA
928
Beacon Financial Advisory
Ohio
$721K +$32K +706 +5%
EWM
929
Evercore Wealth Management
New York
$721K -$10.1K -222 -1%
BOTW
930
Bank of the West
California
$718K -$45 -1 -0%
V
931
VeraBank
Texas
$716K -$91 -2 -0%
IWN
932
Independent Wealth Network
Iowa
$715K +$16.3K +360 +2%
FIA
933
Foundations Investment Advisors
Arizona
$715K +$234K +5,169 +49%
GCM
934
Graham Capital Management
Connecticut
$715K +$708K +15,634 New
GCM
935
Gables Capital Management
Florida
$714K -$6.79K -150 -1%
MGIA
936
Moneta Group Investment Advisors
Missouri
$713K -$60.3K -1,332 -8%
IA
937
IFG Advisory
Georgia
$712K -$423K -9,335 -37%
BG
938
Bahl & Gaynor
Ohio
$708K +$30.8K +681 +5%
MCA
939
Magnolia Capital Advisors
Mississippi
$705K +$168K +3,709 +32%
CCG
940
Coastwise Capital Group
California
$704K -$69.2K -1,527 -9%
LW
941
Linscomb Wealth
Texas
$702K +$249K +5,504 +56%
SFI
942
Siemens Fonds Invest
Germany
$702K -$61.3K -1,353 -8%
GIA
943
Gladstone Institutional Advisory
Florida
$700K +$80.8K +1,784 +13%
LI
944
Lafayette Investments
Maryland
$699K – – –
VC
945
Veracity Capital
Georgia
$698K -$86.2K -1,904 -11%
AUB
946
Atlantic Union Bankshares
Virginia
$696K -$483K -10,656 -41%
VF
947
Virtu Financial
New York
$691K -$729K -16,093 -52%
PCM
948
Palisade Capital Management
New Jersey
$690K – – –
KCM
949
Kendall Capital Management
Maryland
$690K -$30.5K -673 -4%
HGWM
950
Horst & Graben Wealth Management
Oregon
$690K +$12.6K +278 +2%
36 37
38
39 40