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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1001
Atria Investments
North Carolina
$225K -$19.1K -457 -8%
ISL
1002
Ingalls & Snyder LLC
New York
$225K – – –
RFA
1003
Reilly Financial Advisors
California
$225K +$137K +3,280 +172%
LCM
1004
LVM Capital Management
Michigan
$224K – – –
BAM
1005
Berkshire Asset Management
Pennsylvania
$223K – – –
QIM
1006
Quest Investment Management
Oregon
$223K – – –
SBWM
1007
Sunflower Bank Wealth Management
Arizona
$222K -$16.7K -400 -7%
HIM
1008
Hillsdale Investment Management
Ontario, Canada
$221K -$8.35K -200 -4%
OMC
1009
Overbrook Management Corp
New York
$219K – – –
BIA
1010
Biondo Investment Advisors
Pennsylvania
$217K – – –
CCM
1011
Cohen Capital Management
California
$217K – – –
LOCB
1012
Lombard Odier & Cie (Bahamas)
Bahamas
$217K – – –
HFM
1013
Hartford Financial Management
Connecticut
$216K – – –
NES
1014
New England Securities
New York
$214K -$63.6K -1,523 -24%
GLRA
1015
Gerald L. Ray & Associates
Texas
$213K – – –
SCM
1016
Suffolk Capital Management
New York
$212K +$205K +4,900 New
BCM
1017
BTR Capital Management
California
$211K – – –
SWM
1018
SVA Wealth Management
Wisconsin
$211K +$42 +1 +0%
SIM
1019
Sadoff Investment Management
Wisconsin
$209K – – –
AWA
1020
ARS Wealth Advisors
Florida
$208K – – –
DCM
1021
Donaldson Capital Management
Indiana
$206K – – –
IPC
1022
Independent Portfolio Consultants
Florida
$206K +$199K +4,762 New
WA
1023
WBH Advisory
Maryland
$204K -$6.22K -149 -3%
BWP
1024
Baldwin Wealth Partners
Massachusetts
$204K – – –
FNFDCM
1025
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$204K – – –
39 40
41
42 43