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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1901
Abound Wealth Management
Tennessee
$2.66K -$6.25K -141 -71%
EPW
1902
Evergreen Private Wealth
Colorado
$2.5K – – –
ZRP
1903
Zynergy Retirement Planning
New Jersey
$2.28K +$2.22K +50 New
SIC
1904
SJS Investment Consulting
Ohio
$1.91K +$266 +6 +17%
LTI
1905
Laffer Tengler Investments
Tennessee
$1.69K – – –
FGAM
1906
Financial Gravity Asset Management
Texas
$1.69K – – –
HWP
1907
Highline Wealth Partners
California
$1.69K +$1.64K +37 New
NC
1908
NewSquare Capital
Pennsylvania
$1.32K -$2.04K -46 -61%
VAMG
1909
Voisard Asset Management Group
Michigan
$1.14K +$1.11K +25 New
W
1910
WealthCollab
Washington
$1K – – –
WCM
1911
Winthrop Capital Management
Indiana
$1K – – –
CMA
1912
Cedar Mountain Advisors
Oregon
$960 – – –
NMG
1913
New Millennium Group
Utah
$729 +$710 +16 New
WA
1914
WestEnd Advisors
North Carolina
$683 – – –
RAM
1915
Riggs Asset Management
Pennsylvania
$319 – – –
RA
1916
Ransom Advisory
Rhode Island
$231 -$17.3K -391 -99%
EAM
1917
Erste Asset Management
Austria
$46 – – –
ICP
1918
Ilex Capital Partners
United Kingdom
– -$27.6M -633,046 Closed
CCPM
1919
Cooper Creek Partners Management
New York
– -$21.3M -489,166 Closed
AIG
1920
American International Group
New York
– -$19.5M -446,652 Closed
TPSF
1921
Texas Permanent School Fund
Texas
– -$15.9M -364,442 Closed
LIP
1922
Lighthouse Investment Partners
Florida
– -$10.9M -250,000 Closed
GH
1923
GAM Holding
Switzerland
– -$9.1M -208,576 Closed
SFG
1924
Sather Financial Group
Texas
– -$4.52M -103,732 Closed
BDWCC
1925
B&D White Capital Company
Texas
– -$3.92M -89,915 Closed
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77
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