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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
951
Pathstone Family Office
New Jersey
$753K +$689K +13,749 +732%
SCM
952
Schnieders Capital Management
California
$751K -$10.8K -215 -1%
PJSIMP
953
P.J. Schmidt Investment Management (PJS)
Wisconsin
$750K -$5.01K -100 -0.6%
AWM
954
Altium Wealth Management
New York
$748K +$446K +8,885 +134%
AAS
955
Avantax Advisory Services
Texas
$747K +$22.2K +442 +3%
PAIM
956
Punch & Associates Investment Management
Minnesota
$746K – – –
KA
957
Kintegral Advisory
New York
$746K +$404K +8,050 +108%
BP
958
Ballentine Partners
Massachusetts
$738K -$30.5K -609 -4%
CK
959
Cohen Klingenstein
New York
$737K – – –
TG
960
TCW Group
California
$734K -$66K -1,317 -8%
LCP
961
Legacy Capital Partners
Wisconsin
$730K -$16.3K -325 -2%
HCM
962
Horrell Capital Management
Arkansas
$726K – – –
HAI
963
Hennessy Advisors Inc
California
$723K -$50.1K -1,000 -6%
BWAM
964
Boyd Watterson Asset Management
Ohio
$723K – – –
RIM
965
Regent Investment Management
Kentucky
$722K +$120K +2,402 +19%
NFGCM
966
Norman Fields Gottscho Capital Management
New York
$721K +$750K +14,955 New
WP
967
WealthPLAN Partners
Nebraska
$711K +$251 +5 +0%
FPCG
968
Fort Pitt Capital Group
Pennsylvania
$710K -$231K -4,607 -24%
ONB
969
Old National Bancorp
Indiana
$708K -$1.2K -24 -0.2%
BHWM
970
Bar Harbor Wealth Management
New Hampshire
$707K -$278K -5,545 -27%
WG
971
Welch Group
Alabama
$700K +$62.1K +1,239 +9%
VFA
972
Voya Financial Advisors
Connecticut
$698K -$60K -1,197 -8%
QCM
973
Quest Capital Management
Texas
$695K +$723K +14,421 New
CW
974
Cobiz Wealth
Colorado
$693K -$92.2K -1,838 -11%
WIA
975
Wealthstreet Investment Advisors
Texas
$692K – – –
37 38
39
40 41