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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
926
Moloney Securities Asset Management
Missouri
$1.05M +$94.2K +1,630 +10%
MRCM
927
M&R Capital Management
New Jersey
$1.05M -$120K -2,075 -11%
BPWA
928
Beacon Pointe Wealth Advisors
California
$1.05M +$295K +5,109 +41%
CWM
929
Chesapeake Wealth Management
Virginia
$1.05M +$1.02M +17,652 New
SMH
930
Sanders Morris Harris
Texas
$1.04M – – –
CCM
931
Carlson Capital Management
Minnesota
$1.04M +$62.9K +1,088 +7%
PP
932
Palladium Partners
Virginia
$1.04M -$73.3K -1,267 -7%
LSA
933
L & S Advisors
California
$1.03M – – –
CNAM
934
Campbell Newman Asset Management
Wisconsin
$1.03M -$6.42K -111 -0.6%
AAS
935
Avantax Advisory Services
Texas
$1.03M +$47K +813 +5%
PA
936
Pinnacle Associates
New York
$1.02M -$6.88K -119 -0.7%
OL
937
Optas LLC
Texas
$1.02M +$998K +17,268 New
BP
938
Ballentine Partners
Massachusetts
$1.02M +$4.45K +77 +0.5%
LJAC
939
L.J. Altfest & Co
New York
$1.01M – – –
WWM
940
Western Wealth Management
Colorado
$1.01M -$23.8K -411 -2%
RL
941
Ruffer LLP
United Kingdom
$1.01M – – –
OAM
942
Optimal Asset Management
California
$1.01M +$981K +16,969 New
RMCM
943
Reynders McVeigh Capital Management
Massachusetts
$1M -$28.3K -490 -3%
RCIM
944
Russell Clark Investment Management
United Kingdom
$1M – – –
RT
945
Rockland Trust
Massachusetts
$1M -$41.5K -717 -4%
CWM
946
Cordatus Wealth Management
Pennsylvania
$994K +$168K +2,902 +21%
ARMC
947
American Research & Management Company
Massachusetts
$989K -$6.24K -108 -0.6%
PBT
948
Pictet Bank & Trust
Bahamas
$989K – – –
IA
949
IFG Advisors
Missouri
$985K – – –
BCCM
950
Bridge Creek Capital Management
Massachusetts
$985K +$19.4K +335 +2%
36 37
38
39 40