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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1101
Hartford Financial Management
Connecticut
$202K – – –
WA
1102
Wealth Architects
California
$202K +$519 +13 +0.3%
CYG
1103
Clean Yield Group
Vermont
$201K +$195K +4,880 New
CIC
1104
Crawford Investment Counsel
Georgia
$200K +$197K +4,931 New
WA
1105
WFG Advisors
Texas
$198K -$1.8K -45 -0.9%
GWM
1106
Gupta Wealth Management
California
$189K -$56.3K -1,412 -23%
FWM
1107
Focused Wealth Management
New York
$189K -$5.99K -150 -3%
SAMC
1108
Shinko Asset Management Company
Japan
$186K -$16.2K -406 -8%
CFA
1109
Carroll Financial Associates
North Carolina
$180K -$4.11K -103 -2%
MFBTD
1110
MB Financial Bank - Trust Department
Illinois
$180K -$1.12K -28 -0.6%
AIS
1111
Accurate Investment Solutions
Pennsylvania
$180K +$137K +3,435 +344%
DBT
1112
Dubuque Bank & Trust
Iowa
$169K -$181K -4,525 -52%
SWA
1113
Sutton Wealth Advisors
Florida
$168K +$166K +4,150 New
TG
1114
TLP Group
Illinois
$166K +$164K +4,100 New
HCP
1115
Holt Capital Partners
Texas
$164K +$162K +4,050 New
JIR
1116
James Investment Research
Ohio
$162K – – –
NFG
1117
Next Financial Group
Texas
$157K +$23.5K +590 +18%
DAM
1118
Delta Asset Management
Tennessee
$156K – – –
ST
1119
Smithfield Trust
Pennsylvania
$155K -$7.06K -177 -4%
HI
1120
Hudock Inc
Pennsylvania
$150K +$718 +18 +0.5%
KF
1121
Krilogy Financial
Missouri
$148K +$27.9K +700 +24%
ATC
1122
Adirondack Trust Company
New York
$144K – – –
SBL
1123
Sargent Bickham Lagudis
Colorado
$143K +$141K +3,522 New
SC
1124
SRB Corp
Massachusetts
$141K +$6.46K +162 +5%
AWM
1125
Avior Wealth Management
Nebraska
$136K +$4.19K +105 +3%
43 44
45
46 47