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Altria Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
926
Stearns Financial Services Group
North Carolina
$764K -$14.3K -303 -2%
PWW
927
Pettyjohn Wood & White
Virginia
$762K -$18.9K -400 -3%
ISWM
928
Independent Solutions Wealth Management
New York
$762K +$720K +15,266 New
AWM
929
Altium Wealth Management
New York
$761K -$7.74K -164 -1%
AA
930
Ancora Advisors
Ohio
$761K +$42K +890 +6%
CPO
931
Cerity Partners OCIO
New York
$760K -$190K -4,030 -20%
AI
932
Atom Investors
Texas
$760K +$718K +15,220 New
CA
933
Calton & Associates
Florida
$759K -$12.6K -267 -2%
SSWM
934
Smith Salley Wealth Management
North Carolina
$756K -$30.8K -653 -4%
BSB
935
Bangor Savings Bank
Maine
$755K -$4.1K -87 -0.6%
FC
936
Forte Capital
New York
$752K -$251K -5,330 -26%
SXL
937
Summit X LLC
Missouri
$750K -$943K -19,982 -57%
BA
938
Birinyi Associates
Connecticut
$749K – – –
PWP
939
Principle Wealth Partners
Connecticut
$745K +$97.4K +2,064 +16%
NWP
940
Northstar Wealth Partners
Connecticut
$742K -$19.6K -416 -3%
MC
941
Martin Currie
United Kingdom
$739K – – –
AAS
942
Annex Advisory Services
Wisconsin
$737K +$48.4K +1,027 +7%
CAI
943
Capital Advisors Inc
Oklahoma
$736K +$112K +2,379 +19%
ET
944
Equitable Trust
Tennessee
$735K -$92.7K -1,965 -12%
AIM
945
Anchor Investment Management
South Carolina
$734K -$80.8K -1,714 -10%
IWA
946
Intercontinental Wealth Advisors
Texas
$734K -$757K -16,052 -50%
MWM
947
Modera Wealth Management
New Jersey
$733K +$62.3K +1,320 +10%
FHA
948
First Horizon Advisors
Tennessee
$725K -$80.7K -1,710 -11%
SCA
949
STALEY CAPITAL ADVISERS
Pennsylvania
$725K -$59.2K -1,256 -8%
PA
950
Planning Alternatives
Michigan
$723K – – –
36 37
38
39 40