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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1226
Oakworth Capital
Alabama
$666K – – –
CSB
1227
City State Bank
Iowa
$665K – – –
CIA
1228
Cladis Investment Advisory
Montana
$665K -$9.5K -150 -1%
LAM
1229
Lingohr Asset Management
Germany
$664K -$226K -3,567 -26%
CG
1230
CFO4Life Group
Texas
$663K +$6.84K +108 +1%
PFA
1231
Peak Financial Advisors
Colorado
$663K +$63 +1 +0%
NFG
1232
Nations Financial Group
Iowa
$663K +$13.2K +209 +2%
SFC
1233
Swisher Financial Concepts
Ohio
$662K – – –
AWM
1234
Angeles Wealth Management
California
$661K +$3.67K +58 +0.6%
AWM
1235
Ariadne Wealth Management
California
$659K +$37.1K +586 +5%
AWA
1236
Acorn Wealth Advisors
Michigan
$658K +$5.58K +88 +0.9%
LWL
1237
Leo Wealth LLC
Texas
$657K -$526K -8,299 -45%
OAM
1238
Occidental Asset Management
California
$654K +$30.1K +475 +5%
CPA
1239
Court Place Advisors
Maryland
$653K – – –
BCA
1240
Bay Colony Advisors
Massachusetts
$652K -$1.33K -21 -0.2%
NAM
1241
NorthCrest Asset Manangement
Minnesota
$652K +$43.3K +684 +8%
MSG
1242
Main Street Group
Virginia
$651K -$17.2K -272 -3%
AWM
1243
Avaii Wealth Management
Wisconsin
$651K +$12.9K +203 +2%
UWP
1244
Uniting Wealth Partners
Kansas
$651K +$95.1K +1,501 +18%
JAFL
1245
Jay A. Fishman Ltd
Michigan
$650K – – –
IPWA
1246
International Private Wealth Advisors
California
$647K -$88.1K -1,390 -12%
TCM
1247
Tufton Capital Management
Maryland
$647K -$29.9K -472 -5%
OFS
1248
OneAscent Financial Services
Alabama
$647K +$9.95K +157 +2%
CFO
1249
CVA Family Office
Colorado
$646K -$26.4K -416 -4%
IFWM
1250
Institute for Wealth Management
Colorado
$646K +$58.9K +929 +10%
48 49
50
51 52