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Altria Group

Name Holding Trade Value Shares
Change
Change in
Stake
GEM
1826
Global Endowment Management
North Carolina
– -$297K -7,245 Closed
HIIFS
1827
Harel Insurance Investments & Financial Services
Israel
– -$949K -7,194 Closed
TPM
1828
Triasima Portfolio Management
Quebec, Canada
– -$287K -7,000 Closed
HGWM
1829
Harvest Group Wealth Management
Massachusetts
– -$275K -6,708 Closed
MFG
1830
Magnus Financial Group
New York
– -$267K -6,505 Closed
GKWIM
1831
Gerber Kawasaki Wealth & Investment Management
California
– -$262K -6,405 Closed
SRSA
1832
S.R. Schill & Associates
Washington
– -$253K -6,161 Closed
HPCM
1833
Hunter Perkins Capital Management
Illinois
– -$252K -6,150 Closed
ITIM
1834
Indiana Trust & Investment Management
Indiana
– -$252K -6,139 Closed
MIH
1835
Meitav Investment House
Israel
– -$249K -6,100 Closed
NWM
1836
Northwest Wealth Management
Iowa
– -$222K -5,402 Closed
PHAM
1837
Palisades Hudson Asset Management
Florida
– -$221K -5,387 Closed
CPA
1838
Capital Planning Advisors
California
– -$220K -5,375 Closed
PFO
1839
Pathstone Family Office
New Jersey
– -$215K -5,240 Closed
CCFM
1840
Clear Creek Financial Management
Washington
– -$204K -4,975 Closed
TI
1841
tru Independence
Oregon
– -$171 -4,191 Closed
IA
1842
Inspire Advisors
Idaho
– -$154K -3,764 Closed
BDS
1843
Banco de Sabadell
Florida
– -$114K -2,800 Closed
FPCG
1844
Fort Pitt Capital Group
Pennsylvania
– -$101K -2,465 Closed
PH
1845
Pinnacle Holdings
Oklahoma
– -$83.5K -2,036 Closed
FWM
1846
ForthRight Wealth Management
Georgia
– -$82K -1,996 Closed
FTDI
1847
First Trust Direct Indexing
Massachusetts
– -$79K -1,931 Closed
D
1848
Diversified
Delaware
– -$61K -1,571 Closed
BCM
1849
Bourgeon Capital Management
Connecticut
– -$63K -1,543 Closed
LGA
1850
Lebenthal Global Advisors
New York
– -$55K -1,348 Closed