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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWK
1051
Stephen W. Kidder
$389K – – –
MCWS
1052
McKinley Carter Wealth Services
West Virginia
$388K – – –
MPAM
1053
Murphy Pohlad Asset Management
Minnesota
$387K – – –
PPSG
1054
Princeton Portfolio Strategies Group
New Jersey
$384K +$52.3K +1,000 +16%
TCM
1055
Tradewinds Capital Management
Washington
$384K +$281K +5,379 +148%
SFA
1056
Sequoia Financial Advisors
Ohio
$383K +$20.6K +393 +6%
CPIM
1057
Columbia Partners Investment Management
Virginia
$378K -$576 -11 -0.2%
CWM
1058
Circle Wealth Management
New Jersey
$375K +$1.99K +38 +0.5%
CAAS
1059
Capital Asset Advisory Services
Michigan
$373K +$2.35K +45 +0.7%
EWM
1060
Evermay Wealth Management
Virginia
$371K +$38.3K +732 +12%
BCM
1061
Bayesian Capital Management
New York
$371K +$362K +6,922 New
FI
1062
FormulaFolio Investments
Michigan
$368K +$17.8K +341 +5%
QCMC
1063
Quantum Capital Management (California)
California
$366K +$7.8K +149 +2%
JFA
1064
JNBA Financial Advisors
Minnesota
$365K +$13.9K +266 +4%
YWP
1065
YorkBridge Wealth Partners
New York
$363K +$54K +1,033 +18%
RE
1066
RBC Europe
United Kingdom
$363K +$354K +6,770 New
SSB
1067
Sandy Spring Bank
Maryland
$358K – – –
OA
1068
Outfitter Advisors
Virginia
$357K – – –
FHC
1069
First Heartland Consultants
Missouri
$356K +$27.4K +523 +9%
S
1070
SignatureFD
Georgia
$355K +$27.4K +524 +9%
CBTWT
1071
Community Bank & Trust (Waco, Texas)
Texas
$354K – – –
IAA
1072
Independent Advisor Alliance
North Carolina
$354K +$136K +2,606 +66%
PTC
1073
Provident Trust Company
Wisconsin
$350K -$26.4K -504 -7%
WA
1074
Waverly Advisors
Alabama
$349K -$18.6K -355 -5%
AWM
1075
AE Wealth Management
Kansas
$349K +$71.6K +1,369 +27%
41 42
43
44 45