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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
926
HighPoint Advisor Group
Illinois
$728K +$125K +2,948 +24%
LJAC
927
L.J. Altfest & Co
New York
$724K – – –
QCG
928
Quadrant Capital Group
Ohio
$724K +$176K +4,148 +36%
CAM
929
Cresset Asset Management
Illinois
$722K -$976K -23,066 -60%
PCM
930
Poehling Capital Management
Wisconsin
$722K -$3.38K -80 -0.5%
MAM
931
Meeder Asset Management
Ohio
$721K -$734K -17,337 -53%
AC
932
Addison Capital
Pennsylvania
$719K -$24.6K -581 -4%
PAIM
933
Punch & Associates Investment Management
Minnesota
$718K – – –
GC
934
Gratus Capital
Georgia
$716K -$64.8K -1,532 -9%
V
935
VeraBank
Texas
$715K – – –
GAM
936
Gotham Asset Management
New York
$712K -$1.4M -33,024 -68%
PWS
937
Precision Wealth Strategies
Missouri
$708K +$643K +15,187 New
WT
938
Whittier Trust
California
$704K -$42K -992 -6%
VWA
939
V Wealth Advisors
Kansas
$704K +$640K +15,115 New
CIC
940
Cornercap Investment Counsel
Georgia
$702K -$1.46M -34,564 -74%
BWAM
941
Boyd Watterson Asset Management
Ohio
$699K – – –
PC
942
Port Capital
Illinois
$696K -$4.61K -109 -0.7%
RCA
943
Resonant Capital Advisors
Wisconsin
$694K -$10.6K -250 -2%
PAA
944
Peregrine Asset Advisers
Oregon
$693K -$103K -2,427 -14%
JMFC
945
J.M. Forbes & Co
Massachusetts
$691K – – –
AWM
946
Avior Wealth Management
Nebraska
$690K +$52.9K +1,250 +9%
MIAN
947
Mariner Independent Advisor Network
Kansas
$686K +$72.5K +1,713 +13%
PWP
948
Principle Wealth Partners
Connecticut
$685K +$70.2K +1,660 +13%
AC
949
Abbrea Capital
California
$684K +$151K +3,558 +32%
MLL
950
Moody Lynn & Lieberson
Massachusetts
$683K – – –
36 37
38
39 40