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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
2101
Dynamic Wealth Strategies
California
$44.5K +$40.5K +741 New
VWM
2102
Valley Wealth Managers
New Jersey
$44K – – –
TIM
2103
Tortoise Investment Management
New York
$43.9K +$218 +4 +0.5%
PPA
2104
Painted Porch Advisors
California
$43.9K -$6.61K -121 -14%
IWP
2105
IAG Wealth Partners
Wisconsin
$43.7K +$3.99K +73 +11%
CIAS
2106
CBIZ Investment Advisory Services
Ohio
$43.5K +$1.53K +28 +4%
BA
2107
Bellwether Advisors
Nebraska
$43.3K – – –
CFS
2108
Compass Financial Services
Iowa
$43K +$15.3K +281 +64%
DWM
2109
Darwin Wealth Management
Florida
$42.4K – – –
BFP
2110
Briaud Financial Planning
Texas
$42K – – –
SJIM
2111
St. Johns Investment Management
Florida
$41.4K +$10.3K +189 +38%
SWA
2112
SOA Wealth Advisors
New York
$40.9K -$5.08K -93 -12%
EPIME
2113
Evelyn Partners Investment Management (Europe)
$40.7K – – –
PWM
2114
Proathlete Wealth Management
Florida
$40.7K +$37K +677 New
FMP
2115
Financial Management Professionals
Texas
$40.5K +$5.62K +103 +18%
IHWM
2116
Iron Horse Wealth Management
Iowa
$40K – – –
AF
2117
Abound Financial
California
$39.9K +$36.3K +664 New
RWM
2118
Ruedi Wealth Management
Illinois
$39K – – –
AWM
2119
AllSquare Wealth Management
New York
$38.7K – – –
PC
2120
Promus Capital
Illinois
$38.5K +$655 +12 +2%
MSWM
2121
Mowery & Schoenfeld Wealth Management
Illinois
$38.4K -$21.2K -388 -38%
OW
2122
Olistico Wealth
Oklahoma
$38.4K -$16.4K -300 -32%
TCM
2123
TruNorth Capital Management
Michigan
$38.2K +$11.8K +217 +52%
BCM
2124
Basso Capital Management
Connecticut
$38.1K – – –
PS
2125
Pinney & Scofield
Massachusetts
$37.9K – – –
83 84
85
86 87