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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1126
Wealth Architects
California
$551K – – –
SRAM
1127
Stone Ridge Asset Management
New York
$550K -$2.09M -40,842 -81%
CLOS
1128
Compagnie Lombard Odier SCmA
Switzerland
$550K -$450K -8,813 -48%
PWP
1129
Principle Wealth Partners
Connecticut
$550K -$71K -1,389 -13%
CIC
1130
Chilton Investment Company
Connecticut
$549K -$55.4K -1,083 -10%
QCG
1131
Quadrant Capital Group
Ohio
$548K +$192K +3,754 +62%
EDRIA
1132
Edmonds Duncan Registered Investment Advisors
Kansas
$547K – – –
CWM
1133
Centric Wealth Management
Illinois
$546K -$260K -5,082 -35%
OIA
1134
Optimum Investment Advisors
Illinois
$542K -$358 -7 -0.1%
UBV
1135
United Bank (Virginia)
Virginia
$541K -$57.2K -1,120 -11%
BFC
1136
Bedel Financial Consulting
Indiana
$541K – – –
AHB
1137
Abner Herrman & Brock
New Jersey
$541K +$10.9K +213 +2%
VIA
1138
Vident Investment Advisory
Georgia
$539K -$113K -2,209 -19%
AF
1139
Arrow Financial
New York
$539K -$16.7K -326 -3%
MIH
1140
Madison Investment Holdings
Wisconsin
$539K – – –
DJSG
1141
D.J. St. Germain
Massachusetts
$536K -$95.1K -1,860 -17%
SP
1142
Successful Portfolios
Florida
$536K +$613 +12 +0.1%
HIC
1143
Harvey Investment Company
Kentucky
$535K – – –
LPT
1144
Legacy Private Trust
Wisconsin
$534K -$51.6K -1,010 -10%
RWM
1145
RKL Wealth Management
Pennsylvania
$532K -$70.1K -1,371 -13%
BHWM
1146
Bar Harbor Wealth Management
New Hampshire
$528K -$25.6K -500 -5%
JGIA
1147
Jackson Grant Investment Advisers
Connecticut
$527K +$25.3K +495 +6%
MWPCG
1148
Measured Wealth Private Client Group
New Hampshire
$527K +$469K +9,176 New
ECA
1149
Elevated Capital Advisors
Utah
$527K +$659K +12,888 New
IC
1150
InterOcean Capital
Illinois
$526K -$51.9K -1,015 -10%
44 45
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