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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1001
J.M. Forbes & Co
Massachusetts
$460K – – –
AWM
1002
Axxcess Wealth Management
California
$460K +$224K +6,943 +100%
WI
1003
WBI Investments
New Jersey
$460K -$105K -3,245 -19%
OCG
1004
Opus Capital Group
Ohio
$459K +$61.8K +1,912 +16%
SXL
1005
Summit X LLC
Missouri
$457K +$2.49K +77 +0.6%
MIFH
1006
Migdal Insurance & Financial Holdings
Israel
$457K -$1.24M -38,240 -73%
CWM
1007
Chronos Wealth Management
Florida
$456K -$3.46M -107,101 -89%
GC
1008
Gilbert & Cook
Iowa
$452K +$23.7K +733 +6%
JCM
1009
Jag Capital Management
Missouri
$452K +$3.85K +119 +0.9%
BP
1010
Ballentine Partners
Massachusetts
$451K -$41.9K -1,297 -9%
IP
1011
Ignite Planners
California
$449K -$95.6K -2,959 -18%
EAM
1012
EFG Asset Management
Oregon
$449K +$154K +4,761 +54%
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$448K +$260K +8,033 +145%
WP
1014
WealthPLAN Partners
Nebraska
$447K +$291 +9 +0.1%
BFA
1015
Bragg Financial Advisors
North Carolina
$446K -$246K -7,625 -36%
IFA
1016
Interactive Financial Advisors
Illinois
$445K – – –
SW
1017
SVB Wealth
Massachusetts
$443K -$601K -18,591 -58%
IFG
1018
Independent Financial Group
California
$442K +$67.9K +2,101 +19%
SC
1019
Steph & Co
Wisconsin
$441K +$4.78K +148 +1%
SACTSONJ
1020
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$438K – – –
GA
1021
Geller Advisors
New York
$436K +$420K +12,993 New
IP
1022
Isthmus Partners
Wisconsin
$429K – – –
N
1023
Numerai
California
$428K +$419K +12,959 New
AIM
1024
Acropolis Investment Management
Missouri
$426K +$73.3K +2,267 +21%
PFSC
1025
Peoples Financial Services Corp
Pennsylvania
$425K +$9.7K +300 +2%
39 40
41
42 43