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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2001
Kozak & Associates
Colorado
$263K +$1.68K +24 +0.7%
TI
2002
tru Independence
Oregon
$262K +$14.9K +214 +6%
SAM
2003
Smith Asset Management
Florida
$262K -$6.98K -100 -3%
USB
2004
Union Savings Bank
Connecticut
$262K -$70 -1 -0%
DBRC
2005
D.B. Root & Company
Pennsylvania
$260K +$3.07K +44 +1%
APC
2006
Aspire Private Capital
North Carolina
$260K -$16.1K -231 -6%
SFG
2007
Stonebridge Financial Group
California
$260K +$249K +3,569 New
TSWM
2008
Triangle Securities Wealth Management
North Carolina
$260K – – –
TCWM
2009
Total Clarity Wealth Management
Illinois
$259K +$251K +3,602 New
BMC
2010
Benin Management Corp
Connecticut
$259K – – –
HI
2011
Hudock Inc
Pennsylvania
$259K +$8.79K +126 +4%
WCG
2012
Weaver Consulting Group
California
$259K +$977 +14 +0.4%
SPWM
2013
Smith Partners Wealth Management
North Carolina
$259K – – –
WAG
2014
Winthrop Advisory Group
Massachusetts
$259K +$247K +3,544 New
TCOO
2015
Trust Company of Oklahoma
Oklahoma
$258K +$6.7K +96 +3%
ILI
2016
Invesco LLC (Illinois)
Illinois
$258K – – –
CA
2017
CapWealth Advisors
Tennessee
$258K – – –
NDBT
2018
North Dallas Bank & Trust
Texas
$258K -$9.28K -133 -4%
MPW
2019
Magnolia Private Wealth
Pennsylvania
$258K +$7.12K +102 +3%
AWA
2020
ARQ Wealth Advisors
Arizona
$257K – – –
AWM
2021
Aries Wealth Management
Maine
$257K – – –
PDL
2022
Portfolio Design Labs
California
$257K +$209 +3 +0.1%
SFG
2023
Shum Financial Group
California
$256K -$1.12K -16 -0.4%
OCPWS
2024
One Charles Private Wealth Services
Massachusetts
$256K +$70 +1 +0%
FDCP
2025
Foster Dykema Cabot & Partners
Massachusetts
$256K – – –
79 80
81
82 83