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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1001
BRR OpCo
Ohio
$301K – – –
PL
1002
Perpetual Ltd
Australia
$299K -$390K -9,170 -57%
MCWS
1003
McKinley Carter Wealth Services
West Virginia
$299K -$17.8K -420 -6%
IH
1004
IFC Holdings
Florida
$298K +$13.1K +309 +5%
ACI
1005
Alpha Cubed Investments
California
$298K +$21.2K +500 +8%
BFG
1006
Beacon Financial Group
Texas
$293K +$56.4K +1,327 +24%
MIM
1007
Marco Investment Management
Georgia
$291K – – –
JFA
1008
JNBA Financial Advisors
Minnesota
$287K -$40.8K -960 -13%
SNT
1009
Security National Trust
West Virginia
$287K -$2.76K -65 -1%
MA
1010
Marshwinds Advisory
Georgia
$287K – – –
ARMC
1011
American Research & Management Company
Massachusetts
$287K +$7.09K +167 +3%
S
1012
SignatureFD
Georgia
$287K +$43.5K +1,024 +18%
TC
1013
Telemus Capital
Michigan
$286K -$2.08K -49 -0.7%
OA
1014
Outfitter Advisors
Virginia
$286K – – –
IP
1015
Investment Partners
Ohio
$285K +$19.2K +453 +7%
CRIG
1016
Charter Research & Investment Group
Connecticut
$284K – – –
CBTWT
1017
Community Bank & Trust (Waco, Texas)
Texas
$283K +$637 +15 +0.2%
CEP
1018
Chicago Equity Partners
Illinois
$282K -$209K -4,910 -43%
PTC
1019
Provident Trust Company
Wisconsin
$280K – – –
DK
1020
Darrell & King
Virginia
$277K – – –
WI
1021
Wintrust Investments
Illinois
$275K -$63.5K -1,494 -19%
HPC
1022
HM Payson & Co
Maine
$271K +$8.5K +200 +3%
BL
1023
Balentine LLC
Georgia
$268K – – –
EM
1024
Excalibur Management
Massachusetts
$268K – – –
FFWA
1025
FRG Family Wealth Advisors
Washington
$268K – – –
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