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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
1601
Trust Company of Toledo
Ohio
$227K – – –
APG
1602
Abacus Planning Group
South Carolina
$227K +$221K +4,346 New
PSIWM
1603
Paradigm Strategies in Wealth Management
Minnesota
$226K – – –
OCPWS
1604
One Charles Private Wealth Services
Massachusetts
$226K +$408 +8 +0.2%
PIA
1605
Powell Investment Advisors
Florida
$226K +$2.8K +55 +1%
MA
1606
MBA Advisors
Pennsylvania
$225K -$3.21K -63 -1%
EWP
1607
Engrave Wealth Partners
Texas
$225K – – –
AAP
1608
Arax Advisory Partners
Colorado
$225K +$357 +7 +0.2%
DLHL
1609
Donald L. Hagan LLC
Florida
$225K +$1.22K +24 +0.6%
BA
1610
Bluesphere Advisors
Pennsylvania
$225K +$219K +4,306 New
CB
1611
Cadence Bank
Mississippi
$223K – – –
JSW
1612
Journey Strategic Wealth
New Jersey
$223K +$217K +4,263 New
SFM
1613
Signet Financial Management
New Jersey
$222K – – –
SFS
1614
Summit Financial Strategies
Ohio
$221K – – –
SWA
1615
Sutton Wealth Advisors
Florida
$221K +$6.62K +130 +3%
APA
1616
Astoria Portfolio Advisors
New York
$220K -$450K -8,833 -68%
BFA
1617
Bragg Financial Advisors
North Carolina
$220K -$22K -432 -9%
RWM
1618
RKL Wealth Management
Pennsylvania
$220K +$214K +4,206 New
JC
1619
Jacobs & Co
California
$219K +$214K +4,210 New
FPCG
1620
Fort Pitt Capital Group
Pennsylvania
$218K +$212K +4,168 New
FWSM
1621
First Wilshire Securities Management
California
$218K +$212K +4,170 New
SCM
1622
SOL Capital Management
Maryland
$217K -$15.3K -300 -7%
MFG
1623
Magnus Financial Group
New York
$217K +$211K +4,149 New
CCA
1624
Cottonwood Capital Advisors
Utah
$217K +$212K +4,156 New
ASC
1625
Atalanta Sosnoff Capital
New York
$216K -$8.66K -170 -4%
63 64
65
66 67