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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
JE
1951
Jacobs Equity
Utah
$282K +$419 +6 +0.2%
VPP
1952
Vertex Planning Partners
Illinois
$282K +$18.7K +268 +7%
RC
1953
Roundview Capital
New Jersey
$282K -$24.1K -345 -8%
BW
1954
BostonPremier Wealth
Massachusetts
$282K +$209 +3 +0.1%
RPGNY
1955
Retirement Planning Group (New York)
New York
$282K +$558 +8 +0.2%
MFP
1956
Meramec Financial Planners
Missouri
$281K -$2.09K -30 -0.8%
FCG
1957
Fielder Capital Group
Tennessee
$281K +$10.2K +146 +4%
RPWA
1958
Regent Peak Wealth Advisors
Georgia
$281K +$17.3K +248 +7%
SS
1959
STG Securities
New York
$281K +$272K +3,902 New
CAL
1960
Capital Advisors Ltd
Ohio
$280K -$4.68K -67 -2%
MAG
1961
Meadowbrook Advisors Group
New Jersey
$280K – – –
DDC
1962
DF Dent & Co
Maryland
$280K – – –
BS
1963
Banco Santander
Spain
$279K -$10.7M -153,548 -98%
SIG
1964
Spinnaker Investment Group
California
$279K +$4.47K +64 +2%
CW
1965
Code Waechter
Florida
$278K -$140 -2 -0.1%
CSPIA
1966
Cary Street Partners Investment Advisory
Virginia
$277K +$23K +329 +9%
SCA
1967
Stokes Capital Advisors
South Carolina
$277K +$17.4K +249 +7%
HW
1968
HORAN Wealth
Ohio
$276K -$2.72K -39 -1%
TGIA
1969
Torrey Growth & Income Advisors
California
$276K – – –
FFWM
1970
Future Financial Wealth Management
Ohio
$276K -$5.93K -85 -2%
CFG
1971
Copley Financial Group
California
$275K -$168K -2,410 -39%
CPWM
1972
Cypress Point Wealth Management
Texas
$275K +$266K +3,817 New
CCA
1973
Cottonwood Capital Advisors
Utah
$275K +$1.6K +23 +0.6%
PAG
1974
Poinciana Advisors Group
Florida
$274K – – –
APW
1975
Allied Private Wealth
Florida
$273K +$261K +3,742 New
77 78
79
80 81