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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
926
Shepherd Financial Partners
Massachusetts
$740K +$53.6K +1,223 +8%
GWM
927
Geneos Wealth Management
Colorado
$739K +$199K +4,544 +39%
LJAC
928
L.J. Altfest & Co
New York
$739K +$24.8K +565 +4%
PCS
929
Personal CFO Solutions
New Jersey
$738K -$88.5K -2,017 -11%
WIC
930
Woodmont Investment Counsel
Tennessee
$737K -$27.7K -631 -4%
MA
931
Montag & Associates
Georgia
$736K -$55.9K -1,275 -7%
LWAM
932
Legacy Wealth Asset Management
Minnesota
$736K +$1.49K +34 +0.2%
CI
933
Cigna Investments
Connecticut
$735K -$14.6K -332 -2%
NS
934
NBC Securities
Alabama
$733K -$127K -2,906 -15%
JFL
935
Jarislowsky, Fraser Ltd
Quebec, Canada
$729K -$182K -4,150 -21%
LSA
936
L & S Advisors
California
$723K – – –
NAS
937
Nicolet Advisory Services
Wisconsin
$719K -$86.1K -1,964 -11%
PA
938
Prossimo Advisors
California
$709K +$26.1K +595 +4%
SC
939
Steph & Co
Wisconsin
$708K +$39.4K +899 +6%
APW
940
Axim Planning & Wealth
Ohio
$705K – – –
LIM
941
Longfellow Investment Management
Massachusetts
$705K +$4.08K +93 +0.6%
IIM
942
INTECH Investment Management
Florida
$699K +$259K +5,911 +63%
DDC
943
DF Dent & Co
Maryland
$699K – – –
CAM
944
Cidel Asset Management
Ontario, Canada
$696K -$11.6K -265 -2%
WI
945
WrapManager Inc
California
$696K -$128K -2,923 -16%
RA
946
RFG Advisory
Alabama
$692K -$179K -4,074 -21%
GSB
947
Greenfield Savings Bank
Massachusetts
$689K +$8.25K +188 +1%
NW
948
NewEdge Wealth
Pennsylvania
$688K -$97.5K -2,223 -13%
OFS
949
Oldfather Financial Services
Nebraska
$688K +$2.15K +49 +0.3%
SVWAG
950
Sound View Wealth Advisors Group
Georgia
$684K +$55.9K +1,274 +9%
36 37
38
39 40