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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2026
IAG Wealth Partners
Wisconsin
$34.3K -$9.96K -187 -22%
BCA
2027
Bray Capital Advisors
Florida
$34K – – –
RWM
2028
Ruedi Wealth Management
Illinois
$34K – – –
AWM
2029
AllSquare Wealth Management
New York
$33.7K – – –
BCM
2030
Basso Capital Management
Connecticut
$33.2K – – –
PS
2031
Pinney & Scofield
Massachusetts
$33K +$33.6K +631 New
BP
2032
BNP Paribas
France
$32.9K – – –
PC
2033
Promus Capital
Illinois
$32.9K +$33.6K +630 New
AAG
2034
Accordant Advisory Group
Maryland
$32.7K – – –
SWM
2035
Sanctuary Wealth Management
Idaho
$32.1K – – –
MIM
2036
Marshall Investment Management
Colorado
$31.8K +$33.2K +624 New
AT
2037
Arlington Trust
Alabama
$31.4K – – –
MCA
2038
Maryland Capital Advisors
Maryland
$31.3K +$426 +8 +1%
PCWA
2039
Pacific Capital Wealth Advisors
California
$31.2K – – –
TWD
2040
True Wealth Design
Ohio
$30.8K +$959 +18 +3%
WPA
2041
West Paces Advisors
Georgia
$30.3K – – –
FMP
2042
Financial Management Professionals
Texas
$29.9K +$2.02K +38 +7%
CCA
2043
Criterion Capital Advisors
Tennessee
$29.6K – – –
LIS
2044
Legacy Investment Solutions
Idaho
$29.3K -$2.77K -52 -9%
LWMI
2045
Legacy Wealth Management (Idaho)
Idaho
$29.3K -$2.77K -52 -9%
SR
2046
Summer Road
Florida
$28.8K – – –
VWA
2047
VSM Wealth Advisory
Maryland
$28.8K +$29.3K +550 New
TCG
2048
Transcendent Capital Group
Oklahoma
$28.7K +$53 +1 +0.2%
PP
2049
Pacifica Partners
Canada
$27.8K +$426 +8 +2%
TCM
2050
TD Capital Management
Tennessee
$26.9K -$5.11K -96 -16%
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