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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1701
Surevest
California
$58K +$56K +1,222 New
ASBI
1702
American State Bank (Iowa)
Iowa
$57.8K – – –
MFA
1703
McClarren Financial Advisors
Pennsylvania
$57K -$26.3K -574 -32%
BL
1704
Bleichroeder LP
New York
$57K – – –
IRAG
1705
Investment Research & Advisory Group
Georgia
$57K – – –
SC
1706
Steph & Co
Wisconsin
$57K – – –
FPB
1707
First PREMIER Bank
South Dakota
$56K – – –
NOI
1708
Newton One Investments
Delaware
$56K +$412 +9 +0.8%
DHGWA
1709
Dixon Hughes Goodman Wealth Advisors
North Carolina
$54K +$52.6K +1,147 New
TCWM
1710
Total Clarity Wealth Management
Illinois
$52K -$477K -10,400 -90%
RWA
1711
RGT Wealth Advisors
Texas
$51K +$49.3K +1,075 New
WPA
1712
West Paces Advisors
Georgia
$50.4K +$1.28K +28 +3%
LFG
1713
Larson Financial Group
Missouri
$50K -$494K -10,777 -91%
CM
1714
Cornerstone Management
Georgia
$49.8K +$48.2K +1,051 New
TCM
1715
Tradewinds Capital Management
Washington
$49K -$4.58K -100 -9%
TC
1716
Tacita Capital
Ontario, Canada
$49K – – –
WAS
1717
Winch Advisory Services
Wisconsin
$49K +$321 +7 +0.7%
O
1718
Ossiam
France
$48K +$46.3K +1,010 New
FPWM
1719
FSB Premier Wealth Management
Iowa
$48K +$47.3K +1,033 New
HFS
1720
Horizon Financial Services
North Carolina
$47.4K +$45.8K +1,000 New
FIA
1721
FNY Investment Advisers
New York
$47K – – –
TVWM
1722
Tower View Wealth Management
Wisconsin
$47K – – –
PWC
1723
PYA Waltman Capital
Tennessee
$47K +$45.6K +995 New
MHR
1724
Matthew Hamilton Rosenberg
$46K -$10.5K -229 -19%
MCM
1725
MV Capital Management
Maryland
$46K -$4.22K -92 -9%
67 68
69
70 71