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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2001
Blue Bell Private Wealth Management
Pennsylvania
$243K – – –
RWA
2002
Rooted Wealth Advisors
Illinois
$243K +$2.7K +42 +1%
NCM
2003
Next Capital Management
New York
$243K +$237K +3,683 New
NIM
2004
Northeast Investment Management
Massachusetts
$241K – – –
RPWA
2005
Regent Peak Wealth Advisors
Georgia
$241K +$2.06K +32 +0.9%
WRPWM
2006
Werba Rubin Papier Wealth Management
California
$241K +$235K +3,656 New
FFO
2007
Fortitude Family Office
Arizona
$241K -$19.2K -299 -8%
VPP
2008
Vertex Planning Partners
Illinois
$241K +$64 +1 +0%
BAAM
2009
Baker Avenue Asset Management
California
$241K +$235K +3,645 New
LWMNY
2010
Landmark Wealth Management (New York)
New York
$240K +$234K +3,644 New
SIS
2011
Strategic Investment Solutions
Illinois
$240K +$1.8K +28 +0.8%
USB
2012
Union Savings Bank
Connecticut
$240K – – –
JF
2013
JSF Financial
California
$239K +$643 +10 +0.3%
FNFDCM
2014
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$239K -$1.61K -25 -0.7%
CA
2015
Crumly & Associates
Illinois
$239K +$233K +3,622 New
PRTG
2016
Post Resch Tallon Group
New York
$239K +$237K +3,679 New
TSWM
2017
Triangle Securities Wealth Management
North Carolina
$238K -$1.74K -27 -0.7%
DAS
2018
Daybright Advisory Services
Florida
$238K -$20.3K -316 -8%
BMC
2019
Benin Management Corp
Connecticut
$238K – – –
SPWM
2020
Smith Partners Wealth Management
North Carolina
$238K – – –
SCA
2021
Stokes Capital Advisors
South Carolina
$238K +$232K +3,600 New
RIG
2022
Ramiah Investment Group
Wisconsin
$237K +$6.37K +99 +3%
ILI
2023
Invesco LLC (Illinois)
Illinois
$237K – – –
CA
2024
CapWealth Advisors
Tennessee
$237K +$2K +31 +0.9%
WCG
2025
Weaver Consulting Group
California
$237K -$15.3K -238 -6%
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81
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