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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2001
Hudock Inc
Pennsylvania
$259K +$8.79K +126 +4%
WCG
2002
Weaver Consulting Group
California
$259K +$977 +14 +0.4%
SPWM
2003
Smith Partners Wealth Management
North Carolina
$259K – – –
WAG
2004
Winthrop Advisory Group
Massachusetts
$259K +$247K +3,544 New
TCOO
2005
Trust Company of Oklahoma
Oklahoma
$258K +$6.7K +96 +3%
ILI
2006
Invesco LLC (Illinois)
Illinois
$258K – – –
CA
2007
CapWealth Advisors
Tennessee
$258K – – –
NDBT
2008
North Dallas Bank & Trust
Texas
$258K -$9.28K -133 -4%
MPW
2009
Magnolia Private Wealth
Pennsylvania
$258K +$7.12K +102 +3%
AWA
2010
ARQ Wealth Advisors
Arizona
$257K – – –
AWM
2011
Aries Wealth Management
Maine
$257K – – –
PDL
2012
Portfolio Design Labs
California
$257K +$209 +3 +0.1%
SFG
2013
Shum Financial Group
California
$256K -$1.12K -16 -0.4%
OCPWS
2014
One Charles Private Wealth Services
Massachusetts
$256K +$70 +1 +0%
FDCP
2015
Foster Dykema Cabot & Partners
Massachusetts
$256K – – –
FNFDCM
2016
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$255K -$5.72K -82 -2%
FWA
2017
FSM Wealth Advisors
Ohio
$255K +$20.7K +297 +9%
SHFA
2018
SS&H Financial Advisors
Michigan
$255K +$248K +3,550 New
AOWM
2019
Asset One Wealth Management
Washington
$254K +$419 +6 +0.2%
WAM
2020
Worth Asset Management
Texas
$254K +$21.2K +304 +9%
AM
2021
Atwater Malick
Pennsylvania
$253K +$246K +3,523 New
TWA
2022
Talisman Wealth Advisors
New Jersey
$253K +$246K +3,518 New
PWP
2023
Perfromance Wealth Partners
Illinois
$252K -$14.1K -202 -5%
DAS
2024
Daybright Advisory Services
Florida
$252K +$5.37K +77 +2%
APW
2025
Acima Private Wealth
Virginia
$252K – – –
79 80
81
82 83