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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
JRP
1101
Jasper Ridge Partners
California
$204K – – –
JIC
1102
Joel Isaacson & Co
New York
$204K – – –
TCM
1103
Tegean Capital Management
New York
$203K -$200K -5,000 -50%
BIA
1104
Biondo Investment Advisors
Pennsylvania
$203K – – –
IFB
1105
iAB Financial Bank
Indiana
$203K – – –
FNT
1106
First National Trust
Pennsylvania
$202K -$7.9K -198 -4%
HFM
1107
Hartford Financial Management
Connecticut
$202K – – –
WA
1108
Wealth Architects
California
$202K +$519 +13 +0.3%
CYG
1109
Clean Yield Group
Vermont
$201K +$195K +4,880 New
CIC
1110
Crawford Investment Counsel
Georgia
$200K +$197K +4,931 New
WA
1111
WFG Advisors
Texas
$198K -$1.8K -45 -0.9%
GWM
1112
Gupta Wealth Management
California
$189K -$56.3K -1,412 -23%
FWM
1113
Focused Wealth Management
New York
$189K -$5.99K -150 -3%
SAMC
1114
Shinko Asset Management Company
Japan
$186K -$16.2K -406 -8%
CFA
1115
Carroll Financial Associates
North Carolina
$180K -$4.11K -103 -2%
MFBTD
1116
MB Financial Bank - Trust Department
Illinois
$180K -$1.12K -28 -0.6%
AIS
1117
Accurate Investment Solutions
Pennsylvania
$180K +$137K +3,435 +344%
DBT
1118
Dubuque Bank & Trust
Iowa
$169K -$181K -4,525 -52%
SWA
1119
Sutton Wealth Advisors
Florida
$168K +$166K +4,150 New
TG
1120
TLP Group
Illinois
$166K +$164K +4,100 New
HCP
1121
Holt Capital Partners
Texas
$164K +$162K +4,050 New
JIR
1122
James Investment Research
Ohio
$162K – – –
NFG
1123
Next Financial Group
Texas
$157K +$23.5K +590 +18%
DAM
1124
Delta Asset Management
Tennessee
$156K – – –
ST
1125
Smithfield Trust
Pennsylvania
$155K -$7.06K -177 -4%
43 44
45
46 47