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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1151
Patron Partners
Texas
$570K – – –
MWM
1152
Mattern Wealth Management
Kansas
$569K – – –
GC
1153
Grimes & Company
Massachusetts
$569K +$2.93K +55 +0.5%
TFM
1154
TFC Financial Management
Massachusetts
$567K – – –
IAS
1155
Insigneo Advisory Services
Florida
$567K -$132K -2,471 -19%
MPM
1156
Meritage Portfolio Management
Kansas
$567K +$19.4K +365 +3%
PCM
1157
Perritt Capital Management
Illinois
$565K +$1.6K +30 +0.3%
ESB
1158
Essex Savings Bank
Connecticut
$563K +$10.9K +204 +2%
VIA
1159
Virtus Investment Advisers
Connecticut
$563K +$283K +5,310 +97%
AF
1160
Apexium Financial
Texas
$561K +$572K +10,736 New
TAM
1161
Titleist Asset Management
Texas
$561K +$92.1K +1,729 +19%
SLT
1162
St Louis Trust
Missouri
$560K – – –
LWCFA
1163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$559K – – –
WA
1164
Wealth Architects
California
$559K -$7.72K -145 -1%
CFO
1165
Callan Family Office
Pennsylvania
$559K +$349K +6,560 +159%
SFI
1166
Siemens Fonds Invest
Germany
$555K – – –
LA
1167
Legacy Advisors
Pennsylvania
$555K +$49.6K +931 +10%
BMWM
1168
Brown Miller Wealth Management
Virginia
$554K -$15.9K -298 -3%
TA
1169
TFB Advisors
Kansas
$553K +$27.8K +522 +5%
FMTC
1170
Farmers & Merchants Trust Company
California
$552K +$23.3K +438 +4%
PA
1171
Procyon Advisors
Connecticut
$552K +$6.82K +128 +1%
AC
1172
Avestar Capital
New York
$552K +$49.2K +923 +10%
JAFL
1173
Jay A. Fishman Ltd
Michigan
$552K – – –
FOFP
1174
Fee-Only Financial Planning
South Carolina
$552K – – –
SB
1175
Strategic Blueprint
Georgia
$551K -$17.1K -321 -3%
45 46
47
48 49