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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1351
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$52.3K +1,178 +28%
DLHL
1352
Donald L. Hagan LLC
Florida
$205K -$2.09K -47 -0.9%
SWMG
1353
Strategic Wealth Management Group
Maryland
$205K -$222 -5 -0.1%
CCT
1354
Capital City Trust
Florida
$205K – – –
SRIM
1355
Saratoga Research & Investment Management
California
$205K – – –
MWM
1356
MinichMacGregor Wealth Management
New York
$205K +$223K +5,017 New
SCG
1357
Sonata Capital Group
Washington
$204K -$57.7K -1,300 -20%
PP
1358
PDS Planning
Ohio
$204K +$9.1K +205 +4%
P
1359
&Partners
Tennessee
$204K +$39.1K +881 +20%
CSPIA
1360
Cary Street Partners Investment Advisory
Virginia
$203K -$283K -6,383 -55%
BO
1361
BRR OpCo
Ohio
$203K -$34.6K -779 -13%
PAIM
1362
Punch & Associates Investment Management
Minnesota
$203K – – –
WA
1363
Winfield Associates
Ohio
$203K – – –
CAG
1364
Csenge Advisory Group
Florida
$203K +$44.3K +999 +23%
1WA
1365
180 Wealth Advisors
Washington
$202K +$3.33K +75 +1%
MWM
1366
Meridian Wealth Management
Kentucky
$202K +$50.7K +1,142 +28%
CFG
1367
Cooper Financial Group
California
$202K +$232K +5,226 New
WCM
1368
Windsor Capital Management
Arizona
$200K – – –
TSWM
1369
Triangle Securities Wealth Management
North Carolina
$200K +$3.99K +90 +2%
CCM
1370
Carlson Capital Management
Minnesota
$200K +$38.7K +873 +21%
EWM
1371
EPG Wealth Management
Georgia
$197K -$40.8K -919 -15%
TF
1372
TimeScale Financial
Massachusetts
$197K -$8.88K -200 -4%
ST
1373
Smithfield Trust
Pennsylvania
$194K -$8.65K -195 -4%
RCA
1374
Ranch Capital Advisors
Florida
$188K -$399K -8,997 -65%
PCG
1375
Private Capital Group
Connecticut
$187K +$26.6K +600 +15%
53 54
55
56 57