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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HAI
1001
Hennessy Advisors Inc
California
$515K -$373K -7,000 -41%
BWP
1002
Baldwin Wealth Partners
Massachusetts
$515K – – –
CCT
1003
Country Club Trust
Missouri
$514K -$6.93K -130 -1%
KPCM
1004
Kings Point Capital Management
New York
$514K – – –
LWAC
1005
Laurel Wealth Advisors (California)
California
$511K -$1.07K -20 -0.2%
SBIA
1006
Sheaff Brock Investment Advisors
Indiana
$510K +$267 +5 +0.1%
MFS
1007
Madrona Financial Services
Washington
$509K -$419K -7,859 -44%
JWM
1008
Janiczek Wealth Management
Colorado
$509K -$6.56K -123 -1%
BFPW
1009
BOK Financial Private Wealth
Colorado
$507K -$56.3K -1,055 -10%
VWM
1010
Venturi Wealth Management
Texas
$506K +$542K +10,161 New
FHA
1011
First Horizon Advisors
Tennessee
$504K -$45.9K -861 -8%
IWMPD
1012
Integrated Wealth Management (Palm Desert)
California
$503K – – –
SOAMC
1013
Spirit of America Management Corp
New York
$500K – – –
MCI
1014
McDonald Capital Investors
California
$497K – – –
CAI
1015
Capital Advisors Inc
Oklahoma
$497K +$7.3K +137 +1%
PA
1016
Parallel Advisors
California
$497K +$302K +5,656 +146%
MGIA
1017
Moneta Group Investment Advisors
Missouri
$496K -$57.3K -1,074 -10%
AI
1018
Accredited Investors
Minnesota
$495K -$70.4K -1,320 -12%
PCMK
1019
Paragon Capital Management (Kansas)
Kansas
$495K +$213 +4 +0%
MA
1020
MCF Advisors
Kentucky
$493K -$21.6K -405 -4%
QI
1021
Quotient Investors
New York
$489K -$634K -11,900 -56%
BB
1022
Bell Bank
North Dakota
$488K -$31.7K -595 -6%
TF
1023
Tompkins Financial
New York
$481K -$3.89K -73 -0.8%
FPS
1024
Fieldpoint Private Securities
Connecticut
$481K +$498K +9,349 New
AC
1025
Abbrea Capital
California
$479K +$49.3K +925 +11%
39 40
41
42 43