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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
901
Perigon Wealth Management
California
$880K -$176K -3,500 -17%
PA
902
Pinnacle Associates
New York
$875K -$83.9K -1,673 -8%
ANRIA
903
American National Registered Investment Advisor
Texas
$873K -$4.51K -90 -0.5%
PP
904
Palladium Partners
Virginia
$870K -$35.7K -712 -4%
PI
905
PHH Investments
Texas
$870K -$6.07K -121 -0.7%
CC
906
Colrain Capital
Massachusetts
$870K – – –
RAM
907
Redmond Asset Management
Virginia
$869K -$6.27K -125 -0.7%
MC
908
Moors & Cabot
Massachusetts
$868K -$802 -16 -0.1%
CCWA
909
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$867K +$142K +2,837 +19%
IAA
910
Independent Advisor Alliance
North Carolina
$865K -$36.6K -729 -4%
LWCFA
911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$860K – – –
CNAM
912
Campbell Newman Asset Management
Wisconsin
$857K +$16.5K +330 +2%
NDSI
913
Newman Dignan & Sheerar Inc
Rhode Island
$854K -$30.1K -600 -3%
WTC
914
WhitTier Trust Company
Nevada
$853K -$3.76K -75 -0.4%
HAG
915
HighPoint Advisor Group
Illinois
$844K +$16.5K +329 +2%
PGWM
916
Parisi Gray Wealth Management
New Jersey
$843K +$301 +6 +0%
CPO
917
Cerity Partners OCIO
New York
$842K +$141K +2,804 +19%
LSA
918
L & S Advisors
California
$841K – – –
CCA
919
Checchi Capital Advisers
California
$839K -$21K -418 -2%
BFM
920
Boston Financial Management
Massachusetts
$838K -$203K -4,040 -19%
CFG
921
Citizens Financial Group
Rhode Island
$829K +$13.2K +263 +2%
FSCM
922
Front Street Capital Management
Montana
$827K -$115K -2,290 -12%
ARMC
923
American Research & Management Company
Massachusetts
$826K +$137K +2,724 +19%
WT
924
Whittier Trust
California
$825K +$52.2K +1,041 +6%
RT
925
Rockland Trust
Massachusetts
$824K +$18.1K +361 +2%
35 36
37
38 39