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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBFA
1126
Brindle & Bay Financial Advisors
Texas
$833K – – –
BHC
1127
Bull Harbor Capital
Maryland
$833K +$812K +12,623 New
SLP
1128
Storen Legacy Partners
Indiana
$832K +$3.67K +57 +0.5%
CA
1129
Cullinan Associates
Kentucky
$831K -$1.15M -17,827 -59%
OL
1130
Odyssean LLC
Connecticut
$828K +$807K +12,542 New
LAM
1131
Lewis Asset Management
California
$820K – – –
PPW
1132
Parcion Private Wealth
Washington
$818K -$5.15K -80 -0.6%
CF
1133
Clarity Financial
Texas
$816K -$21.4M -333,013 -96%
XF
1134
XML Financial
Maryland
$816K +$9.27K +144 +1%
AAM
1135
Aureus Asset Management
Massachusetts
$815K – – –
SL
1136
Sentinus LLC
Illinois
$811K +$224K +3,476 +39%
WKWM
1137
Walter & Keenan Wealth Management
Indiana
$810K -$39.4K -613 -5%
FLPIM
1138
F.L. Putnam Investment Management
Massachusetts
$809K -$155K -2,405 -16%
NRS
1139
Neville Rodie & Shaw
New York
$807K -$12.9K -200 -2%
PCA
1140
Pallas Capital Advisors
Massachusetts
$804K +$35.5K +552 +5%
ECA
1141
Elevated Capital Advisors
Utah
$804K +$55.3K +860 +8%
MWM
1142
Manske Wealth Management
Texas
$804K – – –
CCWM
1143
Cassaday & Co Wealth Management
Virginia
$800K -$5.79K -90 -0.7%
SFGP
1144
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$800K +$780K +12,123 New
AFPL
1145
Advus Financial Partners, LLC
Florida
$799K +$4.95K +77 +0.6%
KIG
1146
Kennedy Investment Group
New Jersey
$798K -$13.3K -206 -2%
RL
1147
Rogco LP
Oklahoma
$797K -$2.77K -43 -0.4%
BFO
1148
Boston Family Office
Massachusetts
$797K -$15.4K -240 -2%
FG
1149
Foster Group
Iowa
$795K +$14.3K +223 +2%
PP
1150
PDS Planning
Ohio
$795K +$30.2K +469 +4%
44 45
46
47 48