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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1051
Winslow Asset Management
Ohio
$373K – – –
AP
1052
Appleton Partners
Massachusetts
$367K +$6.38K +131 +2%
SFS
1053
Summit Financial Strategies
Ohio
$367K +$363K +7,457 New
OC
1054
Oarsman Capital
Wisconsin
$365K -$37K -759 -9%
CTA
1055
Chesley Taft & Associates
Illinois
$365K -$14.6K -300 -4%
SRIM
1056
Saratoga Research & Investment Management
California
$365K – – –
CC
1057
Cornerstone Capital
California
$363K – – –
WCM
1058
Weatherstone Capital Management
Colorado
$363K +$84.9K +1,742 +31%
SAMC
1059
Spectrum Asset Management (California)
California
$363K +$359K +7,374 New
SAA
1060
Southeast Asset Advisors
Georgia
$362K -$24K -492 -6%
MCA
1061
Mercer Capital Advisers
New Jersey
$362K +$358K +7,348 New
I2I
1062
Insight 2811 Inc
Illinois
$360K – – –
NYLIM
1063
New York Life Investment Management
New York
$360K – – –
GEM
1064
Global Endowment Management
North Carolina
$359K – – –
IWA
1065
Inspirion Wealth Advisors
Illinois
$356K +$352K +7,220 New
FWM
1066
Frontier Wealth Management
Missouri
$355K +$351K +7,200 New
CCA
1067
Cobblestone Capital Advisors
New York
$354K – – –
PHAM
1068
Palisades Hudson Asset Management
Florida
$354K – – –
F
1069
FolioMetrix
Nebraska
$354K +$351K +7,200 New
LWM
1070
Lyons Wealth Management
Florida
$350K -$156K -3,207 -31%
WDA
1071
Wendell David Associates
New Hampshire
$350K +$348K +7,150 New
MA
1072
MCF Advisors
Kentucky
$349K -$26.8K -551 -7%
HF
1073
Hoxton Financial
West Virginia
$346K +$44K +904 +15%
PMFA
1074
Plante Moran Financial Advisors
Michigan
$345K +$5.75K +118 +2%
MFW
1075
Meristem Family Wealth
Minnesota
$343K +$14.6K +300 +5%
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43
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