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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
976
Clearstead Advisors
Ohio
$930K +$399K +6,906 +79%
LCP
977
Legacy Capital Partners
Wisconsin
$925K +$6.07K +105 +0.7%
KA
978
Kintegral Advisory
New York
$924K – – –
SP
979
Symmetry Partners
Connecticut
$922K +$229K +3,958 +34%
GP
980
Girard Partners
Pennsylvania
$921K -$169K -2,920 -16%
MGIA
981
Moneta Group Investment Advisors
Missouri
$919K -$49.3K -853 -5%
LRPA
982
L. Roy Papp & Associates
Arizona
$917K +$106K +1,827 +13%
FSCM
983
Front Street Capital Management
Montana
$916K -$29.1K -504 -3%
PAIM
984
Punch & Associates Investment Management
Minnesota
$914K – – –
CC
985
ClearArc Capital
Ohio
$910K -$362K -6,253 -29%
CSIC
986
Clifford Swan Investment Counsel
California
$906K -$139K -2,400 -14%
MA
987
Mutual Advisors
Nebraska
$903K +$116K +2,000 +15%
JMFC
988
J.M. Forbes & Co
Massachusetts
$900K -$18.1K -313 -2%
SCA
989
Snowden Capital Advisors
New York
$897K -$42.6K -736 -5%
HWM
990
HighMark Wealth Management
Minnesota
$895K +$873K +15,101 New
MCM
991
Matarin Capital Management
New York
$892K +$870K +15,047 New
BWAM
992
Boyd Watterson Asset Management
Ohio
$889K – – –
SIM
993
Sonora Investment Management
Arizona
$882K -$6.33M -109,553 -88%
RG
994
Rikoon Group
New Mexico
$875K +$58 +1 +0%
RIM
995
Regent Investment Management
Kentucky
$872K -$15.5K -268 -2%
APA
996
American Portfolios Advisors
New York
$857K +$65.6K +1,135 +9%
VFA
997
Voya Financial Advisors
Connecticut
$856K -$3.01K -52 -0.4%
WIA
998
Wealthstreet Investment Advisors
Texas
$851K – – –
GPFA
999
Game Plan Financial Advisors
Ohio
$849K +$828K +14,314 New
IP
1000
Isthmus Partners
Wisconsin
$847K -$46K -795 -5%
38 39
40
41 42