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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
2001
Riverview Trust Company
Washington
$44.9K – – –
T
2002
Transce3nd
Texas
$44.6K +$45.4K +853 New
PPA
2003
Painted Porch Advisors
California
$44.6K +$36.6K +687 +416%
ICM
2004
Islay Capital Management
Texas
$44K – – –
DWM
2005
Darwin Wealth Management
Florida
$42.4K -$78.3K -1,470 -64%
SC
2006
Sawyer & Company
Massachusetts
$42K -$16K -300 -27%
WWM
2007
Wolff Wiese Magana
California
$42K +$320 +6 +0.8%
CAM
2008
Creekmur Asset Management
Illinois
$41.7K -$12.1K -228 -22%
PIS
2009
POM Investment Strategies
North Carolina
$41.6K +$479 +9 +1%
CFG
2010
Chapman Financial Group
Hawaii
$41.1K +$41.9K +786 New
SWA
2011
SOA Wealth Advisors
New York
$40.5K -$2.08K -39 -5%
GIM
2012
Generali Investments Management
Slovenia
$40.5K +$41.2K +774 New
KIM
2013
Kestra Investment Management
Texas
$40.3K +$41.1K +771 New
BHWM
2014
Beaird Harris Wealth Management
Texas
$39.5K +$28K +525 +228%
PCA
2015
PMV Capital Advisers
Texas
$39.2K +$40K +750 New
UIA
2016
Ulland Investment Advisors
Minnesota
$39K – – –
MFG
2017
Menard Financial Group
Texas
$38.9K +$39.6K +744 New
VWM
2018
Valley Wealth Managers
New Jersey
$38.3K – – –
TIM
2019
Tortoise Investment Management
New York
$38K +$266 +5 +0.7%
BA
2020
Bellwether Advisors
Nebraska
$37.8K +$38.5K +722 New
PA
2021
Pineridge Advisors
Missouri
$37.6K +$3.68K +69 +11%
BFP
2022
Briaud Financial Planning
Texas
$37K +$37.8K +710 New
CIAS
2023
CBIZ Investment Advisory Services
Ohio
$36.4K +$33.4K +627 +896%
EPIME
2024
Evelyn Partners Investment Management (Europe)
$35.5K +$36.1K +678 New
IHWM
2025
Iron Horse Wealth Management
Iowa
$34.8K +$53 +1 +0.2%
79 80
81
82 83