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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1101
Nations Financial Group
Iowa
$524K +$88.9K +1,884 +22%
PMG
1102
ProVise Management Group
Florida
$523K +$88.8K +1,882 +22%
PL
1103
Plancorp LLC
Missouri
$520K +$75.2K +1,594 +18%
GD
1104
Grandfield & Dodd
New York
$515K – – –
SWA
1105
Stratos Wealth Advisors
Ohio
$514K -$391K -8,284 -45%
WWM
1106
Western Wealth Management
Colorado
$514K -$245K -5,188 -34%
CAC
1107
Certified Advisory Corp
Florida
$514K -$75.2K -1,595 -13%
HFBOT
1108
Home Federal Bank of Tennessee
Tennessee
$511K – – –
SAM
1109
Security Asset Management
New York
$510K -$67.8K -1,438 -12%
USGIU
1110
U.S. Global Investors (USGI)
Texas
$510K – – –
EDRIA
1111
Edmonds Duncan Registered Investment Advisors
Kansas
$508K – – –
MRCM
1112
M&R Capital Management
New Jersey
$503K -$32.4K -686 -6%
PA
1113
Procyon Advisors
Connecticut
$503K +$476K +10,081 New
SAMC
1114
Spectrum Asset Management (California)
California
$502K +$95.8K +2,030 +25%
FWM
1115
Frontier Wealth Management
Missouri
$498K -$226K -4,801 -32%
WEC
1116
Winslow Evans & Crocker
Massachusetts
$498K -$6.7K -142 -1%
DWM
1117
Dakota Wealth Management
Florida
$498K -$1.6K -34 -0.3%
WMA
1118
Wealth Management Associates
New Jersey
$497K +$4.39K +93 +0.9%
PWM
1119
PBMares Wealth Management
Virginia
$497K +$470K +9,963 New
WAAG
1120
Wealth Alliance Advisory Group
Kansas
$493K – – –
KWMG
1121
King Wealth Management Group
Florida
$491K +$283 +6 +0.1%
FFA
1122
First Foundation Advisors
California
$486K +$19.2K +406 +4%
CP
1123
Cumberland Partners
Ontario, Canada
$486K +$459K +9,737 New
SWM
1124
SVA Wealth Management
Wisconsin
$485K -$92.9K -1,970 -17%
PFGIA
1125
Patriot Financial Group Insurance Agency
Massachusetts
$483K -$19.9K -421 -4%
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45
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