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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
2001
Future Financial Wealth Management
Ohio
– -$166K -3,812 Closed
LFA
2002
LGT Financial Advisors
Texas
– -$157K -3,600 Closed
TW
2003
TritonPoint Wealth
Maryland
– -$247K -3,479 Closed
BWM
2004
BKM Wealth Management
Wisconsin
– -$148K -3,384 Closed
NIC
2005
Northwest Investment Counselors
Oregon
– -$144K -3,306 Closed
KLWA
2006
Kelly Lawrence W & Associates
California
– -$118K -2,715 Closed
NJIM
2007
Nabity-Jensen Investment Management
Nebraska
– -$109K -2,500 Closed
PH
2008
Pinnacle Holdings
Oklahoma
– -$101K -2,319 Closed
ACM
2009
ADAR1 Capital Management
Texas
– -$87.2K -2,000 Closed
GPFA
2010
Game Plan Financial Advisors
Ohio
– -$87.2K -2,000 Closed
GAA
2011
Global Assets Advisory
Florida
– -$81.5K -1,885 Closed
GFL
2012
Granite FO LLC
New Hampshire
– -$69.3K -1,302 Closed
BL
2013
Bleichroeder LP
New York
– -$52.3K -1,200 Closed
LGF
2014
LGT Group Foundation
Liechtenstein
– -$50.9K -1,168 Closed
IFS
2015
Intelligent Financial Strategies
Minnesota
– -$35.7K -800 Closed
MTCM
2016
Mint Tower Capital Management
Netherlands
– -$23K -530 Closed
FSWA
2017
Financial Synergies Wealth Advisors
Texas
– -$18.6K -426 Closed
LF
2018
LifeSteps Financial
California
– -$9.81K -225 Closed
CWAF
2019
Core Wealth Advisors (Florida)
Florida
– -$7.42K -170 Closed
PAM
2020
Palisade Asset Management
Minnesota
– -$6.54K -150 Closed
MWM
2021
Mascoma Wealth Management
New Hampshire
– -$4.36K -100 Closed
FPF
2022
First Pacific Financial
Washington
– -$2.49K -57 Closed
WPWM
2023
Western Pacific Wealth Management
Illinois
– -$2.44K -56 Closed
TWP
2024
TFO Wealth Partners
Ohio
– -$305 -7 Closed
BIC
2025
Beach Investment Counsel
Pennsylvania
– +$444 +10 New
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