We are live on ! Find out more
MO icon

Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
926
Central Bank & Trust
Kentucky
$596K +$20.3K +401 +3%
OCG
927
Opus Capital Group
Ohio
$595K -$39K -770 -6%
LIC
928
Lodestar Investment Counsel
Illinois
$593K +$69.4K +1,369 +13%
LCM
929
Liberty Capital Management
Michigan
$591K – – –
RCWMU
930
Rothschild & Co Wealth Management (UK)
United Kingdom
$587K -$226K -4,450 -27%
SWM
931
Strategic Wealth Management
Washington
$585K -$1.22K -24 -0.2%
CAG
932
Crestwood Advisors Group
Massachusetts
$582K -$34.6K -683 -5%
BFM
933
Boston Financial Management
Massachusetts
$579K – – –
PMG
934
ProVise Management Group
Florida
$578K +$19.8K +390 +3%
SSWM
935
Smith Salley Wealth Management
North Carolina
$574K -$21K -415 -3%
CRIG
936
Charter Research & Investment Group
Connecticut
$574K – – –
SFSG
937
Stearns Financial Services Group
North Carolina
$568K +$2.79K +55 +0.5%
GCAC
938
Guardian Capital Advisors (Canada)
Ontario, Canada
$564K +$10.1K +200 +2%
AB
939
AT Bancorp
Iowa
$561K -$1.57K -31 -0.3%
TT
940
Tiedemann Trust
Delaware
$561K +$582K +11,477 New
FWM
941
Frontier Wealth Management
Missouri
$560K -$322K -6,357 -36%
MIH
942
Madison Investment Holdings
Wisconsin
$555K -$5.07K -100 -0.9%
AWM
943
Altavista Wealth Management
North Carolina
$554K +$138K +2,713 +32%
WPP
944
Whalerock Point Partners
Rhode Island
$553K +$33.3K +657 +6%
WT
945
Washington Trust
Rhode Island
$551K +$30.1K +594 +6%
PAS
946
Partnervest Advisory Services
California
$548K +$5.73K +113 +1%
RIL
947
Rothschild Investment LLC
Illinois
$547K -$12.7K -250 -2%
WCM
948
Windsor Capital Management
Arizona
$546K -$3.14K -62 -0.6%
BHWM
949
Bar Harbor Wealth Management
New Hampshire
$543K -$25.3K -500 -4%
MSR
950
Main Street Research
Connecticut
$542K +$132K +2,605 +31%
36 37
38
39 40