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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
976
Cobiz Wealth
Colorado
$693K -$92.2K -1,838 -11%
WIA
977
Wealthstreet Investment Advisors
Texas
$692K – – –
RIL
978
Rothschild Investment LLC
Illinois
$688K -$10K -200 -1%
MSAM
979
Moloney Securities Asset Management
Missouri
$687K +$76.2K +1,520 +12%
F
980
F3Logic
Minnesota
$687K +$717K +14,303 New
FAIM
981
Financial Advocates Investment Management
Washington
$680K -$13.3K -265 -2%
SFS
982
Sowell Financial Services
Arkansas
$680K +$5.12K +102 +0.7%
AAM
983
Auxier Asset Management
Oregon
$673K +$65.2K +1,300 +10%
NAM
984
NTV Asset Management
West Virginia
$672K -$25.1K -500 -3%
PBO
985
Peoples Bank (Ohio)
Ohio
$671K +$112K +2,231 +19%
CSIC
986
Clifford Swan Investment Counsel
California
$670K – – –
GRP
987
Global Retirement Partners
California
$668K +$18.6K +371 +3%
B
988
Barings
North Carolina
$666K – – –
PGIM
989
Pacific Global Investment Management
California
$664K -$65K -1,296 -9%
ARMT
990
Amica Retiree Medical Trust
Rhode Island
$663K – – –
EDRIA
991
Edmonds Duncan Registered Investment Advisors
Kansas
$662K – – –
KAS
992
Kemnay Advisory Services
New York
$660K +$687K +13,702 New
AC
993
Abbrea Capital
California
$659K -$12K -240 -2%
SS
994
Simplicity Solutions
Minnesota
$659K +$25K +499 +4%
WGA
995
Weather Gauge Advisory
Virginia
$658K +$953 +19 +0.1%
AWM
996
AE Wealth Management
Kansas
$656K +$109K +2,174 +19%
MIH
997
Meitav Investment House
Israel
$644K -$244K -4,864 -27%
SC
998
Scotia Capital
Ontario, Canada
$644K -$206K -4,102 -23%
VCM
999
Vision Capital Management
Oregon
$641K – – –
PCM
1000
Perkins Capital Management
Minnesota
$639K -$301K -6,000 -31%
38 39
40
41 42