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Altria Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
951
Annex Advisory Services
Wisconsin
$562K -$22.6K -491 -3%
NNP
952
Nachman Norwood & Parrott
South Carolina
$562K -$16K -348 -2%
RSWM
953
Robertson Stephens Wealth Management
California
$562K +$620K +13,476 New
TCOO
954
Trust Company of Oklahoma
Oklahoma
$560K – – –
FNBOO
955
First National Bank of Omaha
Nebraska
$560K -$20.5K -446 -3%
BMO
956
Beck Mack & Oliver
New York
$558K -$182K -3,966 -23%
AP
957
Atwood & Palmer
Missouri
$556K – – –
V
958
VeraBank
Texas
$547K -$55.7K -1,210 -8%
MWM
959
Modera Wealth Management
New Jersey
$547K -$33.4K -727 -5%
GVAG
960
Great Valley Advisor Group
Delaware
$545K +$98K +2,130 +19%
LSCM
961
LaSalle Street Capital Management
Illinois
$544K – – –
CFG
962
Citizens Financial Group
Rhode Island
$544K +$920 +20 +0.2%
LNB
963
Ledyard National Bank
$544K +$9.2K +200 +2%
BAS
964
Brown Advisory Securities
Maryland
$543K -$32.2K -700 -5%
GC
965
Gratus Capital
Georgia
$543K +$69.5K +1,512 +13%
IMOV
966
Investment Management of Virginia
Virginia
$541K -$46K -1,000 -7%
BMA
967
Brooks Moore & Associates
Tennessee
$541K – – –
PAM
968
Premier Asset Management
Illinois
$538K +$7.59K +165 +1%
IC
969
Intersect Capital
California
$536K -$74.9K -1,628 -11%
ACM
970
Azimuth Capital Management
Michigan
$534K – – –
BIAS
971
Beacon Investment Advisory Services
New Jersey
$532K -$25.1K -546 -4%
AWE
972
Avidian Wealth Enterprises
Texas
$529K +$156K +3,400 +36%
CPSAC
973
Chas P. Smith & Associates (CPS)
Florida
$527K -$48.3K -1,051 -8%
MFG
974
MidWestOne Financial Group
Iowa
$527K -$40.5K -881 -6%
PWP
975
Principle Wealth Partners
Connecticut
$526K +$109K +2,373 +23%
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