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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
FNFDCM
2026
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$255K -$5.72K -82 -2%
FWA
2027
FSM Wealth Advisors
Ohio
$255K +$20.7K +297 +9%
SHFA
2028
SS&H Financial Advisors
Michigan
$255K +$248K +3,550 New
AOWM
2029
Asset One Wealth Management
Washington
$254K +$419 +6 +0.2%
WAM
2030
Worth Asset Management
Texas
$254K +$21.2K +304 +9%
AM
2031
Atwater Malick
Pennsylvania
$253K +$246K +3,523 New
TWA
2032
Talisman Wealth Advisors
New Jersey
$253K +$246K +3,518 New
PWP
2033
Perfromance Wealth Partners
Illinois
$252K -$14.1K -202 -5%
DAS
2034
Daybright Advisory Services
Florida
$252K +$5.37K +77 +2%
APW
2035
Acima Private Wealth
Virginia
$252K – – –
TF
2036
Trek Financial
Arizona
$252K -$55.8K -800 -19%
AF
2037
Atala Financial
California
$252K – – –
KV
2038
Kickstand Ventures
New York
$251K +$2.51K +36 +1%
BAM
2039
Blueshift Asset Management
New Jersey
$251K +$243K +3,482 New
AP
2040
Anchyra Partners
Georgia
$250K +$29.8K +427 +14%
KWM
2041
KFG Wealth Management
Indiana
$250K +$243K +3,479 New
EPG
2042
Estate Planners Group
Pennsylvania
$250K +$243K +3,479 New
BW
2043
Bravera Wealth
North Dakota
$250K – – –
APFP
2044
Action Point Financial Planning
Michigan
$250K +$243K +3,478 New
CPWL
2045
Coquina Private Wealth LLC
Florida
$249K +$2.72K +39 +1%
EBA
2046
Eagle Bay Advisors
New York
$249K +$16.8K +240 +8%
WG
2047
Warner Group
Connecticut
$249K +$241K +3,460 New
ALC
2048
Alexander Labrunerie & Co
Missouri
$249K +$1.33K +19 +0.6%
SAMC
2049
Spectrum Asset Management (California)
California
$249K – – –
NW
2050
Naviter Wealth
Arkansas
$249K +$14.3K +205 +6%
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