We are live on ! Find out more
USB icon

US Bancorp
USB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1026
Corient Capital Partners
California
$268K +$265K +6,246 New
AIM
1027
Acropolis Investment Management
Missouri
$265K -$1.66K -39 -0.6%
AW
1028
Alpha Windward
Massachusetts
$265K +$1.49K +35 +0.6%
MIC
1029
Meridian Investment Counsel
California
$264K – – –
GLI
1030
Guardian Life Insurance
New York
$260K -$2.34K -55 -0.9%
LCM
1031
Leisure Capital Management
California
$258K – – –
GWCM
1032
Godshalk Welsh Capital Management
Pennsylvania
$257K -$6.37K -150 -2%
PFA
1033
Pure Financial Advisors
California
$256K -$7.18K -169 -3%
PPSG
1034
Princeton Portfolio Strategies Group
New Jersey
$256K +$12.7K +300 +5%
BFIM
1035
Beese Fulmer Investment Management
Ohio
$252K -$78.6K -1,850 -24%
TAM
1036
Trillium Asset Management
Massachusetts
$251K +$19.5K +460 +9%
SBWM
1037
Sunflower Bank Wealth Management
Arizona
$247K – – –
MCM
1038
Manchester Capital Management
Vermont
$246K -$139K -3,268 -36%
VWM
1039
Vector Wealth Management
Minnesota
$246K – – –
HCM
1040
Highlander Capital Management
New Jersey
$244K -$21.2K -500 -8%
RBC
1041
Ronald Blue & Co
Georgia
$242K – – –
FWM
1042
Focused Wealth Management
New York
$242K +$42.5K +1,000 +22%
FIM
1043
Fruth Investment Management
Texas
$240K – – –
PFM
1044
Parsec Financial Management
North Carolina
$239K – – –
VC
1045
Vicus Capital
Pennsylvania
$238K +$1.36K +32 +0.6%
BDF
1046
Balasa Dinverno & Foltz
$238K +$12.8K +302 +6%
TBA
1047
Tower Bridge Advisors
Pennsylvania
$237K – – –
SCM
1048
Sterneck Capital Management
Missouri
$236K – – –
BRWA
1049
B. Riley Wealth Advisors
Florida
$233K -$23.1K -544 -9%
CG
1050
Colony Group
Massachusetts
$231K – – –
40 41
42
43 44