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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
876
Meritage Portfolio Management
Kansas
$907K -$5.48K -150 -0.7%
CCM
877
Carlson Capital Management
Minnesota
$905K +$298K +8,161 +64%
AWM
878
Axxcess Wealth Management
California
$890K +$203K +5,544 +37%
MNBTD
879
Moody National Bank Trust Division
Texas
$887K -$815K -22,286 -52%
AIA
880
Angeles Investment Advisors
California
$887K +$5.19K +142 +0.7%
MFG
881
MidWestOne Financial Group
Iowa
$886K -$101K -2,750 -12%
CAM
882
Chesapeake Asset Management
New York
$882K +$33.7K +923 +5%
MLA
883
My Legacy Advisors
Oregon
$881K +$67.6K +1,850 +10%
MIH
884
Meitav Investment House
Israel
$879K -$78K -2,133 -10%
BG
885
Bollard Group
Massachusetts
$878K – – –
IAS
886
Insigneo Advisory Services
Florida
$877K +$363K +9,922 +98%
RWM
887
Ritholtz Wealth Management
New York
$877K +$75.2K +2,056 +11%
NAS
888
Nicolet Advisory Services
Wisconsin
$873K -$43.9K -1,201 -6%
WP
889
WealthPLAN Partners
Nebraska
$866K +$237K +6,491 +48%
PFA
890
Pathway Financial Advisers
Indiana
$865K +$58.3K +1,594 +9%
NRS
891
Neville Rodie & Shaw
New York
$861K – – –
CA
892
Clearstead Advisors
Ohio
$861K -$892K -24,404 -55%
PAM
893
Panagora Asset Management
Massachusetts
$854K – – –
FP
894
Financial Perspectives
Minnesota
$854K +$950 +26 +0.1%
CG
895
Corundum Group
Colorado
$854K -$61.6K -1,684 -8%
LIM
896
Leavell Investment Management
Alabama
$852K -$18.3K -501 -3%
JWM
897
JGP Wealth Management
Oregon
$847K -$12.5K -342 -2%
JWCA
898
J.W. Coons Advisors
Ohio
$845K – – –
MA
899
Montag & Associates
Georgia
$843K +$62.5K +1,709 +10%
MMG
900
Monetary Management Group
Missouri
$838K – – –
34 35
36
37 38