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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1026
Charles Schwab Trust
Nevada
$711K +$40.8K +689 +6%
FCH
1027
Freestone Capital Holdings
Washington
$709K +$61.7K +1,043 +9%
BC
1028
Bridgefront Capital
Texas
$707K +$744K +12,579 New
CFA
1029
Carroll Financial Associates
North Carolina
$705K -$41.6K -704 -5%
GIA
1030
Gladstone Institutional Advisory
Florida
$703K +$306K +5,177 +70%
RT
1031
Rockland Trust
Massachusetts
$702K +$10.1K +171 +1%
GC
1032
Gilbert & Cook
Iowa
$701K +$65.8K +1,113 +10%
LL
1033
LPWM LLC
Minnesota
$700K -$25.7K -434 -3%
PIM
1034
Penobscot Investment Management
Massachusetts
$700K – – –
JCM
1035
Jacobi Capital Management
Pennsylvania
$700K +$48.3K +817 +7%
OIA
1036
Optimum Investment Advisors
Illinois
$695K -$364K -6,162 -33%
WDC
1037
Woodward Diversified Capital
California
$695K +$113K +1,913 +18%
WANY
1038
Wealthspire Advisors (New York)
New York
$692K +$38.1K +645 +6%
CGL
1039
Clarius Group LLC
Washington
$691K +$4.67K +79 +0.6%
I
1040
INVST
Indiana
$690K -$71.2K -1,204 -9%
PAG
1041
Powers Advisory Group
Illinois
$687K +$723K +12,224 New
BFC
1042
Bedel Financial Consulting
Indiana
$685K +$23.1K +390 +3%
DA
1043
Detalus Advisors
Missouri
$684K -$185K -3,123 -20%
FCM
1044
Fourpath Capital Management
Oklahoma
$680K +$716K +12,107 New
VCM
1045
Vivaldi Capital Management
Illinois
$677K +$828 +14 +0.1%
SIM
1046
Sentry Investment Management
Wisconsin
$674K -$812K -13,723 -53%
GFA
1047
Gifford Fong Associates
California
$674K – – –
SBIA
1048
Sheaff Brock Investment Advisors
Indiana
$670K +$177K +3,000 +34%
CSIC
1049
Clifford Swan Investment Counsel
California
$667K – – –
JFA
1050
JNBA Financial Advisors
Minnesota
$665K +$2.9K +49 +0.4%
40 41
42
43 44