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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
976
Telos Capital Management
California
$738K -$206K -3,584 -21%
JMFC
977
J.M. Forbes & Co
Massachusetts
$738K -$10.8K -188 -1%
AT
978
American Trust
Kentucky
$735K -$48.1K -837 -6%
CISOA
979
Capital Investment Services of America
Wisconsin
$729K – – –
BAM
980
Berkshire Asset Management
Pennsylvania
$728K – – –
TAM
981
Trust Asset Management
Texas
$727K +$17.5K +304 +2%
PFSC
982
Peoples Financial Services Corp
Pennsylvania
$725K -$23K -400 -3%
PA
983
Parallel Advisors
California
$722K +$99K +1,722 +15%
OIA
984
OneDigital Investment Advisors
Kansas
$722K +$102K +1,770 +15%
IFA
985
Interactive Financial Advisors
Illinois
$716K – – –
CWM
986
ClientFirst Wealth Management
Arkansas
$714K – – –
DWM
987
Dakota Wealth Management
Florida
$712K +$322K +5,600 +72%
JDR
988
Jay D. Rosenbaum
$710K +$14.1K +246 +2%
CHC
989
City Holding Co
West Virginia
$707K – – –
FB
990
First Bancorp
Maine
$707K +$919 +16 +0.1%
GA
991
GoalVest Advisory
New York
$707K +$764K +13,294 New
ADL
992
Asset Dedication LLC
California
$706K -$7.24K -126 -0.9%
WSTAM
993
Wilbanks Smith & Thomas Asset Management
Virginia
$706K +$56K +975 +7%
SACTSONJ
994
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$705K – – –
FAIM
995
Financial Advocates Investment Management
Washington
$704K -$2.19M -38,166 -74%
BI
996
Berkeley Inc
Idaho
$703K +$4.77K +83 +0.6%
FCH
997
Freestone Capital Holdings
Washington
$703K +$34.7K +604 +5%
ANRIA
998
American National Registered Investment Advisor
Texas
$702K -$26.4K -459 -3%
EWA
999
Exencial Wealth Advisors
Oklahoma
$702K +$97.6K +1,698 +15%
AWM
1000
Axxcess Wealth Management
California
$700K +$254K +4,419 +51%
38 39
40
41 42