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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
Madison Wealth Management
Ohio
$2.24M +$2.19M +37,812 New
SSWM
702
Sheets Smith Wealth Management
North Carolina
$2.24M – – –
ST
703
Spinnaker Trust
Maine
$2.23M -$119K -2,055 -5%
CWM
704
Concentric Wealth Management
California
$2.22M +$130K +2,244 +6%
AFIA
705
America First Investment Advisors
Nebraska
$2.21M – – –
CK
706
Cohen Klingenstein
New York
$2.21M – – –
NSAM
707
North Star Asset Management
Wisconsin
$2.2M -$35.3K -610 -2%
MC
708
Matisse Capital
Oregon
$2.18M – – –
SFG
709
SevenBridge Financial Group
Pennsylvania
$2.16M -$28.6K -495 -1%
NA
710
NewEdge Advisors
Louisiana
$2.16M +$282K +4,881 +15%
ECM
711
Exchange Capital Management
Michigan
$2.12M -$151K -2,610 -7%
ASN
712
Advisory Services Network
Georgia
$2.12M -$226K -3,901 -10%
OAM
713
Oxford Asset Management
United Kingdom
$2.12M +$661K +11,430 +47%
FHB
714
First Hawaiian Bank
Hawaii
$2.11M +$90.7K +1,569 +5%
RFA
715
Reilly Financial Advisors
California
$2.11M +$35.3K +610 +2%
WIC
716
Woodmont Investment Counsel
Tennessee
$2.11M +$41.9K +724 +2%
TCBWMS
717
Texas Capital Bank Wealth Management Services
Texas
$2.09M +$2.04M +35,253 New
SIC
718
SFE Investment Counsel
California
$2.08M +$1.33K +23 +0.1%
HFM
719
Hartford Financial Management
Connecticut
$2.08M – – –
SPC
720
Sigma Planning Corp
Michigan
$2.07M -$28.9K -499 -1%
GIA
721
Guyasuta Investment Advisors
Pennsylvania
$2.07M +$122K +2,105 +6%
KWM
722
Kingsview Wealth Management
Oregon
$2.06M +$107K +1,845 +6%
COI
723
Connable Office Inc
Michigan
$2.04M -$470K -8,127 -19%
AP
724
Atwood & Palmer
Missouri
$2.04M – – –
BCMO
725
Buckingham Capital Management (Ohio)
Ohio
$2.03M -$463K -8,013 -19%
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