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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1301
Van Hulzen Asset Management
California
$256K -$19.9K -300 -7%
RFS
1302
Rockefeller Financial Services
New York
$254K – – –
TCM
1303
Telos Capital Management
California
$254K +$66.5K +1,000 +33%
MC
1304
MIG Capital
California
$253K -$34K -512 -11%
CAM
1305
Cidel Asset Management
Ontario, Canada
$253K – – –
WA
1306
Waverly Advisors
Alabama
$252K -$41.9K -631 -14%
PWAG
1307
Polaris Wealth Advisory Group
California
$252K -$38.1K -573 -13%
HI
1308
Horizon Investments
North Carolina
$251K +$264K +3,973 New
GIM
1309
Greylin Investment Management
Virginia
$250K -$16.6K -250 -6%
GIM
1310
Goelzer Investment Management
Indiana
$250K -$2.46K -37 -0.9%
BCM
1311
BTR Capital Management
California
$250K – – –
BCM
1312
BTC Capital Management
Iowa
$250K +$29.9K +450 +13%
PC
1313
Passport Capital
California
$250K +$263K +3,953 New
FWM
1314
Focused Wealth Management
New York
$249K +$266 +4 +0.1%
BA
1315
Bristlecone Advisors
Washington
$246K -$153K -2,306 -37%
SSWM
1316
Sheets Smith Wealth Management
North Carolina
$246K +$47K +708 +22%
LC
1317
Lourd Capital
California
$245K -$40.5K -609 -14%
SCA
1318
Stonebridge Capital Advisors
Minnesota
$245K – – –
FMP
1319
Financial Management Professionals
Texas
$245K +$4.65K +70 +2%
HHGA
1320
Halbert Hargrove Global Advisors
California
$244K -$14.5K -218 -5%
CA
1321
Cornerstone Advisory
Maryland
$242K – – –
KC
1322
Kingfisher Capital
North Carolina
$242K – – –
LI
1323
Lafayette Investments
Maryland
$241K -$5.52K -83 -2%
SAM
1324
Summit Asset Management
Tennessee
$241K +$199 +3 +0.1%
AAM
1325
Aureus Asset Management
Massachusetts
$240K +$252K +3,793 New
51 52
53
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