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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1051
Auxier Asset Management
Oregon
$629K – – –
HAI
1052
Hennessy Advisors Inc
California
$628K +$615K +13,000 New
AP
1053
Atwood & Palmer
Missouri
$628K – – –
PCIA
1054
Prime Capital Investment Advisors
Kansas
$628K -$145K -3,065 -19%
SC
1055
Syon Capital
California
$624K +$92.6K +1,957 +18%
PCM
1056
Perkins Capital Management
Minnesota
$623K -$7.09K -150 -1%
NWM
1057
Northwest Wealth Management
Iowa
$621K -$74.1K -1,566 -11%
WP
1058
WealthPLAN Partners
Nebraska
$617K +$12K +254 +2%
EFG
1059
Everhart Financial Group
Ohio
$616K +$87.1K +1,841 +17%
PPC
1060
Park Place Capital
Alabama
$614K +$79.4K +1,678 +15%
MSS
1061
Mitchell Sinkler & Starr
Pennsylvania
$614K +$4.97K +105 +0.8%
WDC
1062
Woodward Diversified Capital
California
$613K +$1.84K +39 +0.3%
IP
1063
Isthmus Partners
Wisconsin
$611K – – –
IWM
1064
IHT Wealth Management
Illinois
$609K +$82.8K +1,751 +16%
UWPG
1065
Ullmann Wealth Partners Group
Florida
$609K +$20.1K +425 +3%
SA
1066
Sylvest Advisors
Texas
$606K +$51.6K +1,090 +10%
JWA
1067
JFS Wealth Advisors
Pennsylvania
$604K -$47 -1 -0%
NIM
1068
Northeast Investment Management
Massachusetts
$601K +$6.34K +134 +1%
KWA
1069
Kingswood Wealth Advisors
California
$593K -$1.7K -36 -0.3%
PIM
1070
Penobscot Investment Management
Massachusetts
$591K +$66.2K +1,400 +13%
IP
1071
Ignite Planners
California
$590K -$6.81K -144 -1%
VNA
1072
Valley National Advisers
Pennsylvania
$589K -$39.4K -834 -6%
EA
1073
Everpar Advisors
Oklahoma
$589K -$14.2K -301 -2%
BWAM
1074
Boyd Watterson Asset Management
Ohio
$584K +$5.3K +112 +0.9%
WT
1075
Whittier Trust
California
$583K +$14.2K +300 +3%
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