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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1226
Cortland Associates
Missouri
$615K -$499K -8,271 -44%
MWM
1227
MOKAN Wealth Management
Kansas
$613K -$32.1K -531 -5%
EAM
1228
Erste Asset Management
Austria
$612K -$37.2K -616 -5%
BMWM
1229
Brown Miller Wealth Management
Virginia
$611K – – –
PP
1230
Patron Partners
Texas
$610K -$15.1K -250 -2%
NFC
1231
Northstar Financial Companies
Pennsylvania
$610K +$81.5K +1,349 +15%
SIS
1232
Sound Income Strategies
Florida
$610K +$97.2K +1,609 +19%
FOFP
1233
Fee-Only Financial Planning
South Carolina
$608K – – –
TFA
1234
Transamerica Financial Advisors
Florida
$608K +$15.8K +261 +3%
BL
1235
Balentine LLC
Georgia
$607K -$3.2K -53 -0.5%
JJBC
1236
James J. Burns & Company
New York
$606K -$447K -7,398 -41%
WA
1237
Waddell & Associates
Tennessee
$606K -$3.74K -62 -0.6%
TC
1238
Truvestments Capital
Florida
$605K +$9.96K +165 +2%
DWM
1239
Dakota Wealth Management
Florida
$603K -$28.1K -466 -4%
WA
1240
Wealth Architects
California
$603K -$3.8K -63 -0.6%
EWA
1241
EverSource Wealth Advisors
Alabama
$602K -$30.1K -498 -5%
GIP
1242
Greatmark Investment Partners
Georgia
$601K +$90.6K +1,500 +17%
CCMG
1243
Clark Capital Management Group
Pennsylvania
$600K +$37.5K +621 +6%
1WA
1244
180 Wealth Advisors
Washington
$600K -$8.15K -135 -1%
GSIAS
1245
Garden State Investment Advisory Services
New Jersey
$599K -$32.7K -541 -5%
KFAS
1246
Keating Financial Advisory Services
Kansas
$598K +$626K +10,374 New
CTA
1247
Chesley Taft & Associates
Illinois
$597K +$625K +10,359 New
UF
1248
Univest Financial
Pennsylvania
$597K +$3.38K +56 +0.5%
MSG
1249
Main Street Group
Virginia
$597K +$29.6K +490 +5%
SAM
1250
Secure Asset Management
Michigan
$597K -$60.1K -995 -9%
48 49
50
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