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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
726
Robertson Stephens Wealth Management
California
$1.14M -$838K -23,506 -43%
LF
727
Lantz Financial
Illinois
$1.14M -$57.5K -1,614 -5%
WS
728
Wedbush Securities
California
$1.13M -$45.7K -1,283 -4%
AAS
729
Avantax Advisory Services
Texas
$1.11M +$92K +2,583 +9%
SIG
730
Sky Investment Group
Connecticut
$1.11M +$660K +18,520 +158%
PHS
731
Pekin Hardy Strauss
Illinois
$1.11M -$61.5K -1,725 -5%
AL
732
Arnhold LLC
New York
$1.11M – – –
FAM
733
Formidable Asset Management
Ohio
$1.09M -$3.81K -107 -0.4%
PA
734
Profund Advisors
Maryland
$1.09M +$66.5K +1,866 +7%
WDA
735
Wendell David Associates
New Hampshire
$1.08M -$1.59M -44,707 -60%
BPA
736
Beacon Pointe Advisors
California
$1.08M +$527K +14,789 +102%
MCM
737
MAI Capital Management
Ohio
$1.08M +$13.6K +383 +1%
NRS
738
Neville Rodie & Shaw
New York
$1.07M – – –
MC
739
Moors & Cabot
Massachusetts
$1.07M +$613K +17,189 +143%
LNWWM
740
Laird Norton Wetherby Wealth Management
California
$1.07M -$182K -5,108 -15%
BPB
741
Badgley, Phelps & Bell
Washington
$1.07M -$43.6K -1,224 -4%
SW
742
SVB Wealth
Massachusetts
$1.06M -$400K -11,236 -28%
OPS
743
Orion Portfolio Solutions
Nebraska
$1.06M +$56.4K +1,583 +6%
TC
744
Telemus Capital
Michigan
$1.05M -$32.2K -903 -3%
NSAM
745
North Star Asset Management
Wisconsin
$1.05M -$120K -3,370 -11%
CNC
746
Canandaigua National Corp
New York
$1.03M +$994K +27,882 New
RCAG
747
Rehmann Capital Advisory Group
Michigan
$1.03M +$42.5K +1,193 +4%
NB
748
NBT Bank
New York
$1.02M -$15.1K -424 -2%
NSIM
749
North Star Investment Management
Illinois
$1.02M -$8.05K -226 -0.8%
LDB
750
Lee, Danner & Bass
Tennessee
$1.02M +$28.5K +800 +3%
28 29
30
31 32