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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1076
Gratus Capital
Georgia
$427K -$23K -563 -5%
ECG
1077
Edge Capital Group
Georgia
$427K -$23.2K -570 -5%
MWM
1078
Modern Wealth Management
Kansas
$425K -$7.87K -193 -2%
FLPIM
1079
F.L. Putnam Investment Management
Massachusetts
$424K -$979 -24 -0.2%
FCH
1080
Freestone Capital Holdings
Washington
$422K +$11.7K +286 +3%
AF
1081
Advisornet Financial
Minnesota
$422K +$24.5K +602 +6%
ACP
1082
Aveo Capital Partners
Colorado
$422K +$40.1K +983 +10%
CNFG
1083
Creegan & Nassoura Financial Group
New Hampshire
$421K – – –
FFM
1084
Forum Financial Management
Illinois
$421K +$734 +18 +0.2%
EFG
1085
Everhart Financial Group
Ohio
$420K +$7.95K +195 +2%
EA
1086
Emerald Advisors
Washington
$420K +$187K +4,578 +76%
DFA
1087
DHJJ Financial Advisors
Illinois
$420K – – –
SCA
1088
Sage Capital Advisors
South Dakota
$419K – – –
EDRIA
1089
Edmonds Duncan Registered Investment Advisors
Kansas
$417K -$4.12K -101 -1%
BEI
1090
Benjamin Edwards Inc
Missouri
$415K -$10.6K -260 -2%
TSMHT
1091
Thurston Springer Miller Herd & Titak
Indiana
$415K +$426K +10,454 New
AIA
1092
Affinity Investment Advisors
California
$413K – – –
LIA
1093
Lynx Investment Advisory
District of Columbia
$411K +$422K +10,344 New
KP
1094
Keel Point
Alabama
$410K +$124K +3,052 +46%
OAM
1095
Ostrum Asset Management
France
$410K -$32.7K -803 -7%
EM
1096
Excalibur Management
Massachusetts
$410K +$16.9K +415 +4%
SAM
1097
Smartleaf Asset Management
Massachusetts
$410K +$37.9K +929 +10%
AF
1098
Alerus Financial
North Dakota
$409K – – –
CMAI
1099
Capital Management Associates Inc
Minnesota
$409K -$3.83K -94 -0.9%
HOWA
1100
Heritage Oak Wealth Advisors
Florida
$409K +$420K +10,293 New
42 43
44
45 46