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Altria Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2026
Vermillion Wealth Management
Minnesota
$106K +$23K +392 +28%
CTWM
2027
Cherry Tree Wealth Management
Minnesota
$105K -$51.3K -873 -33%
MEG
2028
Millstone Evans Group
Colorado
$105K +$11.7K +200 +13%
CWA
2029
Carolina Wealth Advisors
South Carolina
$104K +$83.6K +1,424 +410%
CFD
2030
Creative Financial Designs
Indiana
$103K -$4.58K -78 -4%
PG
2031
Proffitt & Goodson
Tennessee
$101K +$294 +5 +0.3%
BIA
2032
Bell Investment Advisors
California
$97.5K +$8.16K +139 +9%
AFG
2033
Albion Financial Group
Utah
$97.4K -$16.1K -275 -14%
PCFFS
2034
Pacific Center for Financial Services
California
$93.9K – – –
EDRH
2035
Edmond de Rothschild Holding
Switzerland
$93.8K – – –
ATC
2036
Advantage Trust Company
Kansas
$93.8K +$47K +800 +100%
HWM
2037
Hemington Wealth Management
Virginia
$93K -$705 -12 -0.7%
BC
2038
Barrett & Company
Rhode Island
$92.9K +$1.29K +22 +1%
MHR
2039
Matthew Hamilton Rosenberg
$92.4K +$14.7K +250 +19%
BL
2040
BFSG LLC
California
$92.3K +$587 +10 +0.6%
TFIPS
2041
Towarzystwo Funduszy Inwestycyjnych PZU SA
$92K – – –
SAM
2042
S.A. Mason
Michigan
$91.8K – – –
WCM
2043
Westend Capital Management
California
$91.7K – – –
RWM
2044
Rialto Wealth Management
New York
$90.9K +$2.06K +35 +2%
EWM
2045
Evermay Wealth Management
Virginia
$90.5K – – –
VWA
2046
VSM Wealth Advisory
Maryland
$89.5K +$28K +477 +45%
TPWA
2047
Twin Peaks Wealth Advisors
California
$88.8K +$79K +1,345 New
AWM
2048
Activest Wealth Management
Florida
$88.4K +$294 +5 +0.3%
OLVIG
2049
Oliver Lagore Vanvalin Investment Group
Michigan
$88.1K +$86.2K +1,468 New
AWM
2050
Atticus Wealth Management
Florida
$86.5K +$29.4K +500 +51%
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