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Altria Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
901
IBEX Wealth Advisors
New Jersey
$913K +$959K +14,432 New
SMC
902
Smith, Moore & Co
Missouri
$912K +$36.2K +545 +4%
MCM
903
Monarch Capital Management
Indiana
$910K – – –
MCM
904
MAI Capital Management
Ohio
$907K -$19.9K -300 -2%
MCM
905
Moore Capital Management
New York
$907K +$234K +3,515 +32%
WGCA
906
Wolf Group Capital Advisors
Virginia
$906K -$200K -3,010 -17%
WB
907
Webster Bank
Connecticut
$903K -$44.9K -675 -5%
UBWV
908
United Bank (West Virginia)
West Virginia
$897K -$51.5K -775 -5%
AOWM
909
Alpha Omega Wealth Management
Virginia
$896K – – –
FANJ
910
Financial Architects (New Jersey)
New Jersey
$892K +$13.2K +198 +1%
NJBEST
911
New Jersey Better Educational Savings Trust
New Jersey
$885K – – –
AAS
912
Annex Advisory Services
Wisconsin
$885K +$43.1K +648 +5%
BJL
913
Brighton Jones LLC
Washington
$882K -$16.1K -243 -2%
AF
914
Allworth Financial
California
$881K +$54.9K +826 +6%
KF
915
Krilogy Financial
Missouri
$879K -$39.5K -594 -4%
AI
916
Axiom Investors
Connecticut
$879K +$279K +4,200 +43%
ACI
917
Alpha Cubed Investments
California
$878K +$511K +7,682 +124%
WIC
918
Water Island Capital
New York
$874K +$919K +13,827 New
FIM
919
Freedom Investment Management
Connecticut
$873K +$378K +5,684 +70%
PVWM
920
Point View Wealth Management
New Jersey
$872K -$22.4K -337 -2%
TNAM
921
Terra Nova Asset Management
New York
$864K -$590K -8,883 -39%
CCM
922
Condor Capital Management
New Jersey
$855K +$15.9K +240 +2%
CL
923
CPWM LLC
Washington
$851K -$58.9K -887 -6%
GD
924
Grandfield & Dodd
New York
$851K -$15K -225 -2%
CCT
925
Chemung Canal Trust
New York
$849K -$19.9K -300 -2%
35 36
37
38 39