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Altria Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
2001
Investors Research Corp
Georgia
$216K -$325K -5,122 -61%
PCM
2002
Parsons Capital Management
Rhode Island
$216K +$207K +3,274 New
ONST
2003
Old North State Trust
North Carolina
$216K +$208K +3,277 New
CIC
2004
Chilton Investment Company
Connecticut
$216K +$207K +3,267 New
MWA
2005
Medallion Wealth Advisors
Connecticut
$216K -$18.8K -296 -8%
FMTCOCP
2006
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$215K – – –
WF
2007
Warner Financial
Maryland
$215K +$206K +3,250 New
MNA
2008
Manning & Napier Advisors
New York
$215K +$207K +3,270 New
BWCS
2009
Beirne Wealth Consulting Services
Connecticut
$215K +$203K +3,201 New
TIM
2010
Thompson Investment Management
Wisconsin
$215K -$6.33K -100 -3%
MAM
2011
Madison Asset Management
Wisconsin
$213K +$205K +3,230 New
MG
2012
Marex Group
$213K +$204K +3,227 New
SWM
2013
Sculati Wealth Management
Michigan
$213K +$204K +3,225 New
FA
2014
FDx Advisors
Illinois
$213K +$239K +3,775 New
BCP
2015
Blue Chip Partners
Michigan
$213K +$204K +3,219 New
RWMG
2016
Redwood Wealth Management Group
New Jersey
$212K +$204K +3,216 New
NW
2017
Naviter Wealth
Arkansas
$212K -$28.9K -456 -13%
AWM
2018
Affinity Wealth Management
Delaware
$212K +$203K +3,204 New
SSI
2019
Scott & Selber Inc
Texas
$212K +$203K +3,203 New
EWM
2020
Edge Wealth Management
New York
$211K +$203K +3,200 New
BA
2021
Birinyi Associates
Connecticut
$211K +$203K +3,200 New
CCM
2022
Chickasaw Capital Management
Tennessee
$211K +$203K +3,200 New
MC
2023
Mathes Company
New York
$211K +$203K +3,200 New
CSPIA
2024
Cary Street Partners Investment Advisory
Virginia
$211K +$6.91K +109 +4%
FWA
2025
FSM Wealth Advisors
Ohio
$211K +$202K +3,193 New
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