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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Strategic Wealth Management
Washington
$640K -$78.1K -1,603 -11%
PGFC
902
Peapack-Gladstone Financial Corp
New Jersey
$638K +$195K +3,996 +45%
PVWM
903
Point View Wealth Management
New Jersey
$629K -$4.14K -85 -0.7%
LNB
904
Ledyard National Bank
$627K -$21.6K -444 -3%
FANJ
905
Financial Architects (New Jersey)
New Jersey
$627K +$106K +2,185 +21%
AHB
906
Abner Herrman & Brock
New Jersey
$624K -$142K -2,925 -19%
WCM
907
Weik Capital Management
Pennsylvania
$620K -$23.7K -487 -4%
CIA
908
Choate Investment Advisors
Massachusetts
$617K -$21.6K -443 -3%
LCM
909
Liberty Capital Management
Michigan
$612K – – –
ACM
910
Azimuth Capital Management
Michigan
$612K +$21.6K +443 +4%
MC
911
MSF Capital
New York
$611K – – –
W
912
Wealthfront
California
$610K +$163K +3,336 +37%
CB
913
Community Bank
New York
$608K +$601K +12,332 New
CPS
914
Counsel Portfolio Services
Ontario, Canada
$606K – – –
MIH
915
Madison Investment Holdings
Wisconsin
$602K – – –
ACM
916
Americafirst Capital Management
California
$601K -$250K -5,128 -30%
CBT
917
Central Bank & Trust
Kentucky
$598K +$120K +2,456 +25%
RCWMU
918
Rothschild & Co Wealth Management (UK)
United Kingdom
$591K -$585K -12,000 -50%
GIA
919
Guyasuta Investment Advisors
Pennsylvania
$591K +$97 +2 +0%
BFM
920
Boston Financial Management
Massachusetts
$589K +$15.1K +309 +3%
WA
921
Wealth Architects
California
$586K +$579K +11,885 New
BW
922
Bison Wealth
Georgia
$584K +$578K +11,862 New
SFSG
923
Stearns Financial Services Group
North Carolina
$579K +$3.56K +73 +0.6%
CRIG
924
Charter Research & Investment Group
Connecticut
$579K +$572K +11,745 New
OCG
925
Opus Capital Group
Ohio
$576K -$379K -7,770 -40%
35 36
37
38 39