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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1201
Ropes Wealth Advisors
Massachusetts
$312K +$146K +3,640 +92%
PFM
1202
Parsec Financial Management
North Carolina
$311K -$15.1K -377 -5%
ACM
1203
Allred Capital Management
Texas
$311K +$442 +11 +0.1%
PL
1204
Plancorp LLC
Missouri
$311K +$304K +7,574 New
MGAM
1205
McGowan Group Asset Management
Texas
$310K +$1.08K +27 +0.4%
VSWA
1206
Vontobel Swiss Wealth Advisors
Switzerland
$310K +$32.7K +815 +12%
DJSG
1207
D.J. St. Germain
Massachusetts
$309K -$12.8K -318 -4%
SAM
1208
SP Asset Management
California
$309K +$5.62K +140 +2%
PJSIMP
1209
P.J. Schmidt Investment Management (PJS)
Wisconsin
$308K +$301K +7,499 New
SAM
1210
Synergy Asset Management
Washington
$308K +$301K +7,506 New
IAM
1211
Infusive Asset Management
New York
$308K +$302K +7,512 New
GIP
1212
Greatmark Investment Partners
Georgia
$307K +$3.94K +98 +1%
ANTB
1213
AMG National Trust Bank
Colorado
$306K -$4.01K -100 -1%
FCA
1214
FLC Capital Advisors
California
$305K – – –
PFGIA
1215
Patriot Financial Group Insurance Agency
Massachusetts
$303K -$54.4K -1,356 -16%
IWP
1216
Icon Wealth Partners
Texas
$303K -$12.9K -321 -4%
MS
1217
Madden Securities
Texas
$302K -$46.6K -1,160 -14%
PWPS
1218
Pinnacle Wealth Planning Services
Ohio
$302K -$32.3K -804 -10%
CG
1219
Clarus Group
Texas
$302K +$280K +6,968 New
CCM
1220
Condor Capital Management
New Jersey
$301K -$40.2K -1,000 -12%
SWRP
1221
Summit Wealth & Retirement Planning
California
$301K +$683 +17 +0.2%
PWM
1222
Perigon Wealth Management
California
$300K -$21.5K -535 -7%
CA
1223
Callahan Advisors
Texas
$300K +$201 +5 +0.1%
PM
1224
Parametrica Management
Hong Kong
$299K +$293K +7,290 New
APP
1225
Alpha Paradigm Partners
Illinois
$299K +$293K +7,293 New
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