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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
826
Stratos Wealth Partners
Ohio
$723K -$64.3K -1,333 -6%
MPM
827
Meritage Portfolio Management
Kansas
$723K – – –
EWA
828
EP Wealth Advisors
California
$722K +$70.2K +1,456 +7%
JFGIW
829
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$714K -$46.2K -958 -4%
AWM
830
AE Wealth Management
Kansas
$713K +$77.6K +1,610 +8%
EAMA
831
EFG Asset Management (Americas)
Florida
$712K +$73.8K +1,531 +8%
RWM
832
RKL Wealth Management
Pennsylvania
$711K -$19.4K -403 -2%
MIAS
833
Mason Investment Advisory Services
Virginia
$709K – – –
IR
834
IAT Reinsurance
New York
$699K – – –
MMPW
835
Mitchell McLeod Pugh & Williams
Alabama
$694K -$35K -727 -3%
KFBMI
836
Kentucky Farm Bureau Mutual Insurance
Kentucky
$689K – – –
VIA
837
Vident Investment Advisory
Georgia
$685K +$289K +5,996 +43%
WR
838
Watson Rebecca
$680K -$24.1K -500 -2%
P
839
Pitcairn
Pennsylvania
$678K -$38.6K -800 -4%
JFA
840
JNBA Financial Advisors
Minnesota
$675K +$31.3K +650 +3%
LCM
841
Landscape Capital Management
New Jersey
$673K +$941K +19,523 New
SP
842
Symmetry Partners
Connecticut
$672K +$191K +3,962 +25%
FMT
843
First Mercantile Trust
Tennessee
$670K -$369K -7,647 -28%
IAA
844
Independent Advisor Alliance
North Carolina
$670K -$342K -7,090 -27%
MLL
845
Moody Lynn & Lieberson
Massachusetts
$668K -$60.5K -1,256 -6%
AWM
846
Altium Wealth Management
New York
$667K -$25.9K -538 -3%
FP
847
Financial Perspectives
Minnesota
$666K +$530 +11 +0.1%
TCM
848
Telos Capital Management
California
$662K +$370K +7,674 +67%
CPO
849
Cerity Partners OCIO
New York
$660K -$7.57K -157 -0.8%
MFW
850
Mosaic Family Wealth
Missouri
$657K -$9.98K -207 -1%
32 33
34
35 36