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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1026
Balentine LLC
Georgia
$268K – – –
EM
1027
Excalibur Management
Massachusetts
$268K – – –
FFWA
1028
FRG Family Wealth Advisors
Washington
$268K – – –
CCP
1029
Corient Capital Partners
California
$268K +$265K +6,246 New
AIM
1030
Acropolis Investment Management
Missouri
$265K -$1.66K -39 -0.6%
AW
1031
Alpha Windward
Massachusetts
$265K +$1.49K +35 +0.6%
MIC
1032
Meridian Investment Counsel
California
$264K – – –
GLI
1033
Guardian Life Insurance
New York
$260K -$2.34K -55 -0.9%
LCM
1034
Leisure Capital Management
California
$258K – – –
GWCM
1035
Godshalk Welsh Capital Management
Pennsylvania
$257K -$6.37K -150 -2%
PFA
1036
Pure Financial Advisors
California
$256K -$7.18K -169 -3%
PPSG
1037
Princeton Portfolio Strategies Group
New Jersey
$256K +$12.7K +300 +5%
BFIM
1038
Beese Fulmer Investment Management
Ohio
$252K -$78.6K -1,850 -24%
TAM
1039
Trillium Asset Management
Massachusetts
$251K +$19.5K +460 +9%
SBWM
1040
Sunflower Bank Wealth Management
Arizona
$247K – – –
MCM
1041
Manchester Capital Management
Vermont
$246K -$139K -3,268 -36%
VWM
1042
Vector Wealth Management
Minnesota
$246K – – –
HCM
1043
Highlander Capital Management
New Jersey
$244K -$21.2K -500 -8%
RBC
1044
Ronald Blue & Co
Georgia
$242K – – –
FWM
1045
Focused Wealth Management
New York
$242K +$42.5K +1,000 +22%
FIM
1046
Fruth Investment Management
Texas
$240K – – –
PFM
1047
Parsec Financial Management
North Carolina
$239K – – –
VC
1048
Vicus Capital
Pennsylvania
$238K +$1.36K +32 +0.6%
BDF
1049
Balasa Dinverno & Foltz
$238K +$12.8K +302 +6%
TBA
1050
Tower Bridge Advisors
Pennsylvania
$237K – – –
40 41
42
43 44