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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
2001
American State Bank (Iowa)
Iowa
– -$49.2K -1,220 Closed
EC
2002
EdgeRock Capital
Colorado
– -$48.3K -1,169 Closed
TVAMP
2003
Tennessee Valley Asset Management Partners
Tennessee
– -$43.1K -1,068 Closed
DI
2004
DAGCO Inc
Ohio
– -$29.9K -741 Closed
AWM
2005
Able Wealth Management
New Jersey
– -$29.7K -737 Closed
RDFA
2006
Ritter Daniher Financial Advisory
Ohio
– -$24.2K -600 Closed
BCM
2007
Bourgeon Capital Management
Connecticut
– -$21.9K -542 Closed
LF
2008
Lee Financial
Texas
– -$21.3K -515 Closed
NMM
2009
Naples Money Management
Florida
– -$20.2K -500 Closed
PS
2010
Planned Solutions
California
– -$20.2K -500 Closed
AIMA
2011
Ables Iannone Moore & Associates
Georgia
– -$16.1K -400 Closed
BFS
2012
Bare Financial Services
Pennsylvania
– -$11.8K -284 Closed
LFA
2013
Livelsberger Financial Advisory
Ohio
– -$9.08K -225 Closed
LIWM
2014
Long Island Wealth Management
New York
– -$5K -130 Closed
NFA
2015
Northwest Financial Advisors
Virginia
– -$5.24K -130 Closed
RF
2016
Robinswood Financial
Washington
– -$4.82K -119 Closed
CI
2017
Cordant Inc
Oregon
– -$4.31K -107 Closed
TCWA
2018
Turtle Creek Wealth Advisors
Texas
– -$2.1K -52 Closed
TFG
2019
Team Financial Group
California
– -$1.69K -42 Closed
DWA
2020
Delos Wealth Advisors
Texas
– -$1.01K -25 Closed
CAM
2021
ClariVest Asset Management
California
– -$804 -20 Closed
NMG
2022
New Millennium Group
Utah
– -$645 -16 Closed
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