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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2026
Trek Financial
Arizona
$252K -$55.8K -800 -19%
AF
2027
Atala Financial
California
$252K – – –
KV
2028
Kickstand Ventures
New York
$251K +$2.51K +36 +1%
BAM
2029
Blueshift Asset Management
New Jersey
$251K +$243K +3,482 New
AP
2030
Anchyra Partners
Georgia
$250K +$29.8K +427 +14%
KWM
2031
KFG Wealth Management
Indiana
$250K +$243K +3,479 New
EPG
2032
Estate Planners Group
Pennsylvania
$250K +$243K +3,479 New
BW
2033
Bravera Wealth
North Dakota
$250K – – –
APFP
2034
Action Point Financial Planning
Michigan
$250K +$243K +3,478 New
CPWL
2035
Coquina Private Wealth LLC
Florida
$249K +$2.72K +39 +1%
EBA
2036
Eagle Bay Advisors
New York
$249K +$16.8K +240 +8%
WG
2037
Warner Group
Connecticut
$249K +$241K +3,460 New
ALC
2038
Alexander Labrunerie & Co
Missouri
$249K +$1.33K +19 +0.6%
SAMC
2039
Spectrum Asset Management (California)
California
$249K – – –
NW
2040
Naviter Wealth
Arkansas
$249K +$14.3K +205 +6%
ITIM
2041
Indiana Trust & Investment Management
Indiana
$248K – – –
WIM
2042
Warwick Investment Management
Texas
$248K +$241K +3,449 New
JCM
2043
Jacobsen Capital Management
Utah
$247K +$8.38K +120 +4%
FFO
2044
Fortitude Family Office
Arizona
$247K -$15.3K -219 -6%
ISL
2045
Ingalls & Snyder LLC
New York
$246K – – –
CA
2046
Crumly & Associates
Illinois
$245K -$14.7K -210 -6%
AG
2047
AIA Group
Hong Kong
$245K +$238K +3,409 New
HTIM
2048
Harbour Trust & Investment Management
Indiana
$245K -$5.24K -75 -2%
SIS
2049
Strategic Investment Solutions
Illinois
$245K -$16.8K -241 -7%
GWMIA
2050
Global Wealth Management Investment Advisory
Florida
$245K -$3.49K -50 -1%
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