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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1001
WrapManager Inc
California
$633K -$97.5K -1,981 -13%
VCM
1002
Vivaldi Capital Management
Illinois
$633K -$11.5K -233 -2%
PGIM
1003
Pacific Global Investment Management
California
$632K -$172K -3,497 -21%
PCIA
1004
Prime Capital Investment Advisors
Kansas
$632K -$2.95K -60 -0.5%
RL
1005
Rogco LP
Oklahoma
$630K -$9.45K -192 -1%
FHA
1006
First Horizon Advisors
Tennessee
$630K -$73.3K -1,491 -10%
GSB
1007
Greenfield Savings Bank
Massachusetts
$630K -$93.1K -1,893 -13%
CPIG
1008
Chicago Partners Investment Group
Illinois
$628K +$9.94K +202 +2%
CT
1009
Chicago Trust
Illinois
$627K – – –
CPIA
1010
Cornell Pochily Investment Advisors
New York
$626K -$18K -365 -3%
OWP
1011
Obermeyer Wealth Partners
Colorado
$623K +$417K +8,480 +186%
AAM
1012
Auxier Asset Management
Oregon
$622K – – –
AIM
1013
Acropolis Investment Management
Missouri
$616K -$12K -244 -2%
WAG
1014
Wallace Advisory Group
California
$614K +$30.4K +618 +5%
WBC
1015
Westpac Banking Corp
Australia
$612K +$56.2K +1,142 +10%
JMFC
1016
J.M. Forbes & Co
Massachusetts
$606K – – –
JWA
1017
JFS Wealth Advisors
Pennsylvania
$606K +$197 +4 +0%
LSA
1018
Lion Street Advisors
Texas
$605K +$27.2K +552 +5%
AIM
1019
Aigen Investment Management
New York
$604K -$215K -4,361 -26%
AWM
1020
Axxcess Wealth Management
California
$603K -$17.9K -363 -3%
FBFS
1021
First Business Financial Services
Wisconsin
$601K +$174K +3,529 +39%
V
1022
VeraBank
Texas
$599K -$4.38K -89 -0.7%
NAS
1023
Nicolet Advisory Services
Wisconsin
$599K -$183K -3,715 -23%
BC
1024
Bridgefront Capital
Texas
$595K -$519K -10,552 -46%
EA
1025
Emerald Advisors
Washington
$594K +$24.5K +499 +4%
39 40
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