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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1051
44 Wealth Management
Oregon
$597K +$1.88K +32 +0.3%
DWM
1052
Defined Wealth Management
Oregon
$587K – – –
KCPG
1053
Kavar Capital Partners Group
Kansas
$587K – – –
IMA
1054
Investment Management Associates
Colorado
$584K -$6.34K -108 -1%
CCA
1055
Checchi Capital Advisers
California
$583K +$17.7K +301 +3%
RFN
1056
RDA Financial Network
Iowa
$582K -$4.46K -76 -0.7%
DBT
1057
Dubuque Bank & Trust
Iowa
$580K – – –
DAS
1058
Dynamic Advisor Solutions
Arizona
$578K +$5.63K +96 +1%
NQWM
1059
Northwest Quadrant Wealth Management
Oregon
$577K -$8.27K -141 -1%
WPA
1060
West Paces Advisors
Georgia
$577K -$37.1K -632 -6%
AB
1061
Atlas Brown
Kentucky
$576K +$235 +4 +0%
CCMG
1062
Clark Capital Management Group
Pennsylvania
$575K +$58.7K +1,000 +11%
CIA
1063
Choate Investment Advisors
Massachusetts
$569K -$30.2K -515 -5%
ACM
1064
Azimuth Capital Management
Michigan
$565K +$39.6K +675 +7%
HIIFS
1065
Harel Insurance Investments & Financial Services
Israel
$564K +$178K +3,037 New
GI
1066
GAMCO Investors
Connecticut
$561K +$8.51K +145 +1%
SC
1067
Scotia Capital
Ontario, Canada
$561K +$15.7K +268 +3%
CT
1068
Caldwell Trust
Florida
$560K -$8.8K -150 -2%
BFG
1069
Beacon Financial Group
Texas
$558K +$40K +682 +7%
JCM
1070
Jacobi Capital Management
Pennsylvania
$556K -$15.7K -267 -3%
ME
1071
McIlrath & Eck
Washington
$556K +$46.5K +792 +9%
AC
1072
Asio Capital
Kentucky
$553K +$569K +9,700 New
YIH
1073
Y-Intercept (HK)
Hong Kong
$553K +$569K +9,700 New
LWM
1074
Loveless Wealth Management
Montana
$552K – – –
MCI
1075
McDonald Capital Investors
California
$550K – – –
41 42
43
44 45