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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1101
Synergy Asset Management
Washington
$621K -$22.1K -415 -3%
PP
1102
Patten & Patten
Tennessee
$621K -$22.5K -422 -3%
MFS
1103
Miller Financial Services
Michigan
$621K +$632K +11,869 New
FNBTCON
1104
First National Bank & Trust Co of Newtown
Pennsylvania
$617K -$119K -2,230 -16%
UWS
1105
Unique Wealth Strategies
Illinois
$617K +$75K +1,407 +14%
LAM
1106
Lingohr Asset Management
Germany
$617K +$631K +11,841 New
SWA
1107
Serenus Wealth Advisors
California
$613K +$624K +11,722 New
CGF
1108
Constant Guidance Financial
Massachusetts
$612K +$624K +11,710 New
PWA
1109
Provenance Wealth Advisors
Florida
$612K – – –
TAM
1110
Taurus Asset Management
New York
$611K – – –
GSB
1111
Greenfield Savings Bank
Massachusetts
$611K -$775K -14,550 -55%
GIA
1112
Gladstone Institutional Advisory
Florida
$609K +$12.4K +232 +2%
ST
1113
Spinnaker Trust
Maine
$608K -$37.3K -700 -6%
PFP
1114
Paragon Financial Partners
California
$607K -$552K -10,364 -47%
NAMNJ
1115
NorthStar Asset Management (New Jersey)
New Jersey
$607K +$11.3K +212 +2%
LMKC
1116
L.M. Kohn & Company
Ohio
$606K +$45.1K +846 +8%
RDWM
1117
Red Door Wealth Management
Tennessee
$606K -$639 -12 -0.1%
PIMG
1118
Patriot Investment Management Group
Tennessee
$605K +$18K +338 +3%
WA
1119
Wealthstar Advisors
Texas
$603K +$615K +11,536 New
RBC
1120
Romano Brothers & Co
Illinois
$603K – – –
HA
1121
Herold Advisors
New York
$602K +$7.56K +142 +1%
CFP
1122
Catalyst Financial Partners
Massachusetts
$600K +$13K +244 +2%
CIA
1123
Cape Investment Advisory
Georgia
$598K +$9.11K +171 +2%
JSL
1124
JT Stratford LLC
Georgia
$596K -$3.36K -63 -0.5%
LSAG
1125
Lake Street Advisors Group
New Hampshire
$595K +$15.6K +292 +3%
43 44
45
46 47