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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
876
SignalPoint Asset Management
Missouri
$909K +$37 +1 +0%
MPM
877
Meritage Portfolio Management
Kansas
$907K -$5.48K -150 -0.7%
CCM
878
Carlson Capital Management
Minnesota
$905K +$298K +8,161 +64%
AWM
879
Axxcess Wealth Management
California
$890K +$203K +5,544 +37%
MNBTD
880
Moody National Bank Trust Division
Texas
$887K -$815K -22,286 -52%
AIA
881
Angeles Investment Advisors
California
$887K +$5.19K +142 +0.7%
MFG
882
MidWestOne Financial Group
Iowa
$886K -$101K -2,750 -12%
CAM
883
Chesapeake Asset Management
New York
$882K +$33.7K +923 +5%
MLA
884
My Legacy Advisors
Oregon
$881K +$67.6K +1,850 +10%
MIH
885
Meitav Investment House
Israel
$879K -$78K -2,133 -10%
BG
886
Bollard Group
Massachusetts
$878K – – –
IAS
887
Insigneo Advisory Services
Florida
$877K +$363K +9,922 +98%
RWM
888
Ritholtz Wealth Management
New York
$877K +$75.2K +2,056 +11%
NAS
889
Nicolet Advisory Services
Wisconsin
$873K -$43.9K -1,201 -6%
WP
890
WealthPLAN Partners
Nebraska
$866K +$237K +6,491 +48%
PFA
891
Pathway Financial Advisers
Indiana
$865K +$58.3K +1,594 +9%
NRS
892
Neville Rodie & Shaw
New York
$861K – – –
CA
893
Clearstead Advisors
Ohio
$861K -$78.3K -2,142 -10%
PAM
894
Panagora Asset Management
Massachusetts
$854K – – –
FP
895
Financial Perspectives
Minnesota
$854K +$950 +26 +0.1%
CG
896
Corundum Group
Colorado
$854K -$61.6K -1,684 -8%
LIM
897
Leavell Investment Management
Alabama
$852K -$18.3K -501 -3%
JWM
898
JGP Wealth Management
Oregon
$847K -$12.5K -342 -2%
JWCA
899
J.W. Coons Advisors
Ohio
$845K – – –
MA
900
Montag & Associates
Georgia
$843K +$62.5K +1,709 +10%
34 35
36
37 38