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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
976
Welch Group
Alabama
$248K – – –
MCM
977
MAI Capital Management
Ohio
$248K +$23.7K +619 +11%
KIG
978
Kovitz Investment Group
Illinois
$248K +$235K +6,136 New
MPWT
979
MassMutual Private Wealth & Trust
Connecticut
$248K +$235K +6,132 New
SNT
980
Security National Trust
West Virginia
$247K – – –
NES
981
New England Securities
New York
$246K +$171K +4,446 +271%
WC
982
Whitnell & Co
Illinois
$242K -$33.6K -875 -13%
MBT
983
Montecito Bank & Trust
California
$241K -$54.7K -1,425 -19%
FWM
984
Focused Wealth Management
New York
$241K +$269 +7 +0.1%
TCM
985
Telos Capital Management
California
$240K – – –
VF
986
Virtu Financial
New York
$240K +$228K +5,936 New
GP
987
Girard Partners
Pennsylvania
$239K +$227K +5,915 New
PPCM
988
Pillar Pacific Capital Management
California
$238K – – –
TSWM
989
Triangle Securities Wealth Management
North Carolina
$237K – – –
BC
990
Barnett & Company
Tennessee
$237K +$225K +5,872 New
CNBT
991
Canandaigua National Bank & Trust
New York
$234K – – –
TWA
992
TCI Wealth Advisors
Arizona
$233K +$3.84K +100 +2%
PLFAM
993
Pineno Levin & Ford Asset Management
Virginia
$227K +$216K +5,625 New
FIM
994
Fruth Investment Management
Texas
$226K – – –
AI
995
Atria Investments
North Carolina
$226K +$1.04K +27 +0.5%
VDBMI
996
Van Den Berg Management I
Texas
$224K – – –
SBWM
997
Sunflower Bank Wealth Management
Arizona
$223K – – –
ARMC
998
American Research & Management Company
Massachusetts
$222K – – –
BRM
999
Boston Research & Management
Massachusetts
$217K +$207K +5,390 New
BC
1000
Banced Corp
Illinois
$215K -$28.6K -746 -12%
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40
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