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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
Modern Wealth Management
Kansas
$813K +$57.3K +1,242 +7%
SFS
927
Sowell Financial Services
Arkansas
$806K -$346K -7,496 -28%
FRM
928
Fox Run Management
Connecticut
$802K +$877K +19,006 New
CIAS
929
CFS Investment Advisory Services
New Jersey
$801K +$1.01K +22 +0.1%
PAM
930
Panagora Asset Management
Massachusetts
$798K -$69.6K -1,508 -7%
LBC
931
Lowe Brockenbrough & Co
Virginia
$789K -$2.08K -45 -0.2%
QIM
932
Quantitative Investment Management
Virginia
$788K +$862K +18,673 New
MWM
933
Mission Wealth Management
California
$782K -$488K -10,572 -36%
FCB
934
First County Bank
Connecticut
$781K -$39K -846 -4%
TSWM
935
Triangle Securities Wealth Management
North Carolina
$777K +$26.1K +565 +3%
JWM
936
JGP Wealth Management
Oregon
$774K -$20.3K -439 -2%
ECM
937
Evergreen Capital Management
Washington
$774K +$27.7K +601 +3%
SLI
938
Sumitomo Life Insurance
Japan
$764K -$7.52K -163 -0.9%
GBT
939
Grove Bank & Trust
Florida
$760K -$678K -14,687 -45%
WAAG
940
Wealth Alliance Advisory Group
Kansas
$759K -$98.9K -2,143 -11%
SC
941
Steph & Co
Wisconsin
$757K +$83.6K +1,813 +11%
TAM
942
Trust Asset Management
Texas
$753K +$69.7K +1,511 +9%
BMCM
943
Bryn Mawr Capital Management
Pennsylvania
$751K -$217K -4,693 -21%
MLA
944
My Legacy Advisors
Oregon
$750K -$10.4K -226 -1%
CCM
945
Cohen Capital Management
California
$747K – – –
BA
946
Bridgewater Advisors
New York
$741K -$18.8K -407 -2%
AL
947
Arnhold LLC
New York
$740K – – –
AIM
948
AHL Investment Management
Florida
$739K – – –
FWP
949
FAS Wealth Partners
Kansas
$738K -$16.4K -356 -2%
WPC
950
Wedmont Private Capital
Pennsylvania
$736K -$160K -3,460 -15%
36 37
38
39 40