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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
MHB
1701
Midwest Heritage Bank
Iowa
$325K +$6.78K +107 +2%
OL
1702
Optas LLC
Texas
$325K +$25.8K +407 +9%
MFC
1703
Mechanics Financial Corp
Ohio
$325K – – –
EB
1704
Emprise Bank
Kansas
$325K – – –
CPSAC
1705
Chas P. Smith & Associates (CPS)
Florida
$325K -$176K -2,775 -36%
OA
1706
Operose Advisors
Wisconsin
$324K – – –
YIM
1707
Yoffe Investment Management
Pennsylvania
$324K – – –
UBG
1708
United Bank (Georgia)
Georgia
$323K +$4.18K +66 +1%
BCV
1709
Banque Cantonale Vaudoise
Switzerland
$323K – – –
ADL
1710
Asset Dedication LLC
California
$322K +$248K +3,920 +413%
LIP
1711
Lighthouse Investment Partners
Florida
$322K -$132K -2,079 -30%
SCG
1712
Sonata Capital Group
Washington
$321K -$6.33K -100 -2%
ST
1713
Sageworth Trust
Pennsylvania
$320K +$307K +4,847 New
BI
1714
Beckerman Institutional
New Jersey
$320K – – –
KAM
1715
KEB Asset Management
Illinois
$320K +$40K +632 +15%
EW
1716
Element Wealth
Mississippi
$319K +$16.5K +261 +6%
AWM
1717
Act Wealth Management
Texas
$319K -$4.75K -75 -2%
AWMM
1718
Aegis Wealth Management (Maryland)
Maryland
$319K -$101K -1,601 -25%
SCI
1719
Silver Coast Investments
United States
$318K -$115K -1,815 -27%
RCM
1720
Raleigh Capital Management
North Carolina
$318K -$25K -395 -8%
AP
1721
Atwood & Palmer
Missouri
$318K – – –
SDWMA
1722
Schneider Downs Wealth Management Advisors
Pennsylvania
$317K +$10.6K +168 +4%
SFM
1723
Signet Financial Management
New Jersey
$317K -$6.33K -100 -2%
BTD
1724
BankPlus Trust Department
Mississippi
$316K +$292K +4,604 +2,516%
TCBWMS
1725
Texas Capital Bank Wealth Management Services
Texas
$316K +$303K +4,783 New
67 68
69
70 71