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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
826
Private Trust Company
Ohio
$1.13M -$25.6K -598 -2%
CAG
827
Crestwood Advisors Group
Massachusetts
$1.13M -$25.6K -599 -2%
AF
828
Arrow Financial
New York
$1.13M +$7.15K +167 +0.7%
SLI
829
Sumitomo Life Insurance
Japan
$1.12M -$62K -1,448 -5%
SFP
830
Shepherd Financial Partners
Massachusetts
$1.12M +$498K +11,628 +83%
BFA
831
Buttonwood Financial Advisors
Maryland
$1.11M +$70.7K +1,652 +7%
BJL
832
Brighton Jones LLC
Washington
$1.11M -$102K -2,379 -9%
LIM
833
Longfellow Investment Management
Massachusetts
$1.1M +$262K +6,115 +32%
DGAM
834
Desjardins Global Asset Management
Quebec, Canada
$1.1M -$801K -18,724 -43%
BPWM
835
Badgley Phelps Wealth Managers
Washington
$1.1M +$211K +4,940 +24%
MFG
836
Merit Financial Group
Georgia
$1.09M +$1.07M +25,097 New
MA
837
Montag & Associates
Georgia
$1.09M -$37.1K -868 -3%
IVP
838
Intrinsic Value Partners
Arizona
$1.09M -$596K -13,930 -36%
LIM
839
Leavell Investment Management
Alabama
$1.09M -$58.6K -1,370 -5%
CW
840
CIC Wealth
Maryland
$1.09M +$1.07M +24,893 New
VC
841
Vestor Capital
Illinois
$1.08M +$7.88K +184 +0.7%
QCM
842
Quantinno Capital Management
New York
$1.08M +$702K +16,411 +198%
DWM
843
Dakota Wealth Management
Florida
$1.08M – – –
ACL
844
Applied Capital LLC
Florida
$1.07M +$1.05M +24,600 New
BL
845
Balentine LLC
Georgia
$1.07M -$50.5K -1,179 -5%
WANY
846
Wealthspire Advisors (New York)
New York
$1.07M +$356K +8,323 +52%
STC
847
Sarah T. Connolly
$1.06M +$9.42K +220 +0.9%
MOS
848
MGO One Seven
Ohio
$1.06M +$143K +3,351 +16%
SFG
849
SevenBridge Financial Group
Pennsylvania
$1.05M -$18.1K -424 -2%
SJIA
850
St. James Investment Advisors
New York
$1.05M +$84.7K +1,978 +9%
32 33
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35 36