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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1426
WealthPlan Investment Management
Nebraska
$500K +$12K +190 +3%
PJSIMP
1427
P.J. Schmidt Investment Management (PJS)
Wisconsin
$499K – – –
ACA
1428
Affinity Capital Advisors
California
$498K -$17.1K -270 -3%
FPCP
1429
Fort Point Capital Partners
California
$498K +$32.4K +511 +7%
CL
1430
CLG LLC
California
$498K +$507 +8 +0.1%
HFO
1431
Heritage Family Offices
Arizona
$497K – – –
HI
1432
Hendershot Investments
Virginia
$497K -$91.2K -1,439 -16%
PGAM
1433
Princeton Global Asset Management
New Jersey
$496K +$101K +1,600 +27%
GA
1434
GFS Advisors
Texas
$493K – – –
CBA
1435
Coastal Bridge Advisors
Connecticut
$493K +$40.2K +635 +9%
BSSFA
1436
Baron Silver Stevens Financial Advisors
Florida
$492K -$30.2K -477 -6%
SP
1437
Successful Portfolios
Florida
$489K -$16.8K -265 -3%
ZIG
1438
Zullo Investment Group
Pennsylvania
$488K +$11.1K +175 +2%
LRWA
1439
Long Run Wealth Advisors
New York
$487K +$467K +7,372 New
RZH
1440
Relyea Zuckerberg Hanson
Connecticut
$486K -$209K -3,292 -31%
CWMG
1441
Compass Wealth Management (Georgia)
Georgia
$486K +$127 +2 +0%
GM
1442
GeoWealth Management
Illinois
$484K +$24.5K +386 +6%
WT
1443
Washington Trust
Rhode Island
$483K +$18.2K +288 +4%
BIAS
1444
Beacon Investment Advisory Services
New Jersey
$483K +$8.93K +141 +2%
WA
1445
WBH Advisory
Maryland
$483K -$47.4K -748 -9%
DIM
1446
Delta Investment Management
California
$482K +$2.28K +36 +0.5%
EWA
1447
Exit Wealth Advisors
Georgia
$481K +$461K +7,274 New
HAS
1448
Horizon Advisory Services
New York
$480K -$7.54K -119 -2%
PWPS
1449
Pinnacle Wealth Planning Services
Ohio
$480K -$6.78K -107 -1%
SSWM
1450
Smith Salley Wealth Management
North Carolina
$480K – – –
56 57
58
59 60