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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
926
Virtue Capital Management
Tennessee
$833K -$407K -8,150 -35%
I
927
INVST
Indiana
$831K -$176K -3,516 -20%
BWAM
928
Boyd Watterson Asset Management
Ohio
$830K – – –
JMFC
929
J.M. Forbes & Co
Massachusetts
$820K -$899 -18 -0.1%
RCIM
930
Red Cedar Investment Management
Michigan
$820K +$740K +14,820 New
AWM
931
Avior Wealth Management
Nebraska
$806K -$12.3K -247 -2%
RIL
932
Rothschild Investment LLC
Illinois
$806K +$160K +3,208 +28%
BP
933
Ballentine Partners
Massachusetts
$798K +$7.84K +157 +1%
MMG
934
Monetary Management Group
Missouri
$795K +$25K +500 +4%
WWM
935
Western Wealth Management
Colorado
$791K +$47.4K +950 +7%
RCA
936
Resonant Capital Advisors
Wisconsin
$785K -$33.7K -675 -5%
DSC
937
Duncker Streett & Co
Missouri
$782K – – –
VFA
938
Valeo Financial Advisors
Indiana
$782K +$345K +6,904 +96%
MIAN
939
Mariner Independent Advisor Network
Kansas
$780K -$31.2K -625 -4%
F
940
F3Logic
Minnesota
$776K -$2.6K -52 -0.4%
GC
941
Gratus Capital
Georgia
$775K -$67.5K -1,352 -9%
BA
942
Bridgewater Advisors
New York
$773K +$648K +12,980 New
DA
943
Detalus Advisors
Missouri
$771K +$7.74K +155 +1%
ANRIA
944
American National Registered Investment Advisor
Texas
$767K -$400 -8 -0.1%
WIA
945
Wealthstreet Investment Advisors
Texas
$765K – – –
WDG
946
Wealth Dimensions Group
Ohio
$763K – – –
RC
947
RegentAtlantic Capital
New Jersey
$761K +$372K +7,454 +118%
MRCM
948
M&R Capital Management
New Jersey
$760K – – –
VCM
949
Vivaldi Capital Management
Illinois
$755K +$175K +3,500 +40%
SWP
950
Stratos Wealth Partners
Ohio
$753K -$20.6K -412 -3%
36 37
38
39 40