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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
851
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$654K -$127K -2,628 -12%
OFG
852
Oxford Financial Group
Indiana
$649K +$909K +18,849 New
BAM
853
Beaumont Asset Management
Texas
$648K -$70.4K -1,460 -7%
CL
854
Choreo LLC
Illinois
$647K +$43.2K +896 +5%
PGWM
855
Parisi Gray Wealth Management
New Jersey
$646K +$33K +685 +4%
WPC
856
White Pine Capital
Minnesota
$645K -$9.64K -200 -1%
BP
857
Ballentine Partners
Massachusetts
$642K +$68.6K +1,424 +8%
CIC
858
Cornercap Investment Counsel
Georgia
$642K +$305K +6,333 +51%
AMC
859
Asset Management Corp
Illinois
$638K -$56.1K -1,164 -6%
PWM
860
Perigon Wealth Management
California
$638K -$3.52K -73 -0.4%
WAM
861
Wealthspire Advisors (Maryland)
Maryland
$637K -$218K -4,524 -20%
CWM
862
Calamos Wealth Management
Illinois
$633K -$250K -5,185 -22%
CC
863
Cadinha & Co
Hawaii
$630K -$4.7M -97,551 -84%
DA
864
Detalus Advisors
Missouri
$627K +$322K +6,681 +58%
TC
865
Toews Corporation
New Jersey
$627K +$877K +18,200 New
CNFG
866
Creegan & Nassoura Financial Group
New Hampshire
$625K – – –
CISOA
867
Capital Investment Services of America
Wisconsin
$624K -$248K -5,140 -22%
CFA
868
CWS Financial Advisors
Michigan
$624K – – –
EWM
869
Endurance Wealth Management
Rhode Island
$623K -$2.01M -41,626 -70%
FBC
870
Fairfield, Bush & Co
Connecticut
$623K -$15.7K -325 -2%
BCMO
871
Buckingham Capital Management (Ohio)
Ohio
$621K -$784K -16,270 -47%
TYCC
872
Texas Yale Capital Corp
Florida
$618K +$345K +7,159 +66%
TCA
873
Transcend Capital Advisors
New Jersey
$610K -$1.1M -22,789 -76%
CNAM
874
Campbell Newman Asset Management
Wisconsin
$610K +$19.5K +404 +2%
OL
875
Optas LLC
Texas
$609K +$22.2K +461 +3%
33 34
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36 37