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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
901
Personal Wealth Partners
Minnesota
$566K -$122K -2,529 -13%
HWM
902
HighMark Wealth Management
Minnesota
$564K +$61.6K +1,277 +8%
IWA
903
Intercontinental Wealth Advisors
Texas
$560K +$784K +16,257 New
DPIM
904
Duff & Phelps Investment Management
Illinois
$557K -$9.16K -190 -1%
DWA
905
Douglass Winthrop Advisors
New York
$552K – – –
NFGCM
906
Norman Fields Gottscho Capital Management
New York
$552K +$161K +3,340 +26%
AWM
907
Avior Wealth Management
Nebraska
$546K +$636K +13,200 +493%
AC
908
Abbrea Capital
California
$543K -$36.1K -750 -5%
CCMG
909
Clark Capital Management Group
Pennsylvania
$542K -$156K -3,245 -17%
CSIC
910
Clifford Swan Investment Counsel
California
$541K +$21.2K +440 +3%
CCM
911
Covington Capital Management
California
$540K -$9.25K -192 -1%
S
912
Seeyond
France
$539K -$690K -14,311 -48%
VSWA
913
Vontobel Swiss Wealth Advisors
Switzerland
$539K -$366K -7,585 -33%
MC
914
Middleton & Co
Massachusetts
$534K -$186K -3,865 -20%
PAIM
915
Punch & Associates Investment Management
Minnesota
$531K – – –
CFGS
916
Concourse Financial Group Securities
Alabama
$530K +$99.4K +2,063 +16%
SIM
917
Sonora Investment Management
Arizona
$528K +$21.7K +450 +3%
SFA
918
Sequoia Financial Advisors
Ohio
$527K +$405K +8,397 +122%
BWL
919
Bogart Wealth LLC
Virginia
$523K +$142K +2,949 +24%
JMFC
920
J.M. Forbes & Co
Massachusetts
$519K -$5.78K -120 -0.8%
BWAM
921
Boyd Watterson Asset Management
Ohio
$517K – – –
APA
922
American Portfolios Advisors
New York
$517K +$26.7K +554 +4%
MCWS
923
McKinley Carter Wealth Services
West Virginia
$515K -$206K -4,270 -22%
SW
924
SteelPeak Wealth
California
$513K -$48.1K -998 -6%
CGL
925
Clarius Group LLC
Washington
$513K +$279K +5,779 +63%
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