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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2351
VSM Wealth Advisory
Maryland
$77.7K +$628 +9 +0.8%
IRAG
2352
Investment Research & Advisory Group
Georgia
$77.4K +$907 +13 +1%
BHWM
2353
Beaird Harris Wealth Management
Texas
$76.8K – – –
CFS
2354
CGC Financial Services
Oregon
$76.6K – – –
CWM
2355
Copia Wealth Management
Oregon
$76.5K – – –
NECFA
2356
New England Capital Financial Advisors
Connecticut
$74.7K +$977 +14 +1%
TC
2357
Tacita Capital
Ontario, Canada
$74.6K -$4.4K -63 -6%
WA
2358
Walsh & Associates
Florida
$74.4K – – –
RRMM
2359
Regatta Research & Money Management
Louisiana
$74.3K +$72.1K +1,033 New
ECM
2360
EMC Capital Management
Texas
$73K +$69.8K +1,000 New
CAIM
2361
Catherine Avery Investment Management
Florida
$72K – – –
GCP
2362
Gill Capital Partners
Colorado
$72K – – –
MSWA
2363
Marshall & Sterling Wealth Advisors
New York
$72K – – –
PP
2364
Pingora Partners
Wyoming
$72K – – –
BCA
2365
Bitterroot Capital Advisors
Montana
$72K +$69.8K +1,000 New
B
2366
Bayban
Minnesota
$71.9K – – –
PS
2367
Planning Strategies
Pennsylvania
$70.8K +$68.7K +984 New
PWMG
2368
Private Wealth Management Group
New Jersey
$65.8K – – –
TWD
2369
True Wealth Design
Ohio
$65.8K +$27.4K +392 +75%
S
2370
Sachetta
Massachusetts
$65.4K +$9.98K +143 +19%
CTA
2371
Colonial Trust Advisors
South Carolina
$63.7K – – –
MUMSS
2372
Mitsubishi UFJ Morgan Stanley Securities
Japan
$63.2K -$141K -2,023 -70%
LI
2373
Louisbourg Investments
New Brunswick, Canada
$62.9K -$39.4K -565 -39%
KFP
2374
Kerr Financial Planning
California
$61.1K +$838 +12 +1%
IWP
2375
IAG Wealth Partners
Wisconsin
$60.9K +$698 +10 +1%
93 94
95
96 97