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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1101
Wealth Architects
California
$200K +$198K +4,665 New
SAMC
1102
Shinko Asset Management Company
Japan
$191K – – –
MFBTD
1103
MB Financial Bank - Trust Department
Illinois
$190K – – –
KF
1104
Krilogy Financial
Missouri
$183K +$25.4K +597 +16%
SWA
1105
Sutton Wealth Advisors
Florida
$178K – – –
HFM
1106
Hartford Financial Management
Connecticut
$171K -$42.5K -1,000 -20%
CGT
1107
Capital Guardian Trust
California
$171K +$63.7K +1,500 +60%
DAM
1108
Delta Asset Management
Tennessee
$166K – – –
SBL
1109
Sargent Bickham Lagudis
Colorado
$164K – – –
ST
1110
Smithfield Trust
Pennsylvania
$164K – – –
HI
1111
Hudock Inc
Pennsylvania
$160K +$765 +18 +0.5%
AIM
1112
Advantage Investment Management
Iowa
$157K +$43.2K +1,018 +39%
SC
1113
SRB Corp
Massachusetts
$155K +$5.61K +132 +4%
ATC
1114
Adirondack Trust Company
New York
$155K +$31.6K +745 +26%
CFA
1115
Carroll Financial Associates
North Carolina
$154K -$19.2K -453 -11%
GWA
1116
Guidant Wealth Advisors
Illinois
$147K +$145K +3,422 New
SAM
1117
Sunnymeath Asset Management
New Jersey
$137K – – –
WG
1118
Welch Group
Alabama
$131K -$7.86K -185 -6%
MWP
1119
MYCIO Wealth Partners
Pennsylvania
$131K -$3.82K -90 -3%
CA
1120
CapWealth Advisors
Tennessee
$129K +$595 +14 +0.5%
TG
1121
TLP Group
Illinois
$128K -$491K -11,549 -79%
AWM
1122
Avior Wealth Management
Nebraska
$127K +$467 +11 +0.4%
AF
1123
Allworth Financial
California
$120K – – –
FPFS
1124
First Personal Financial Services
North Carolina
$119K – – –
IC
1125
IKOS CIF
Cyprus
$109K -$34K -800 -24%
43 44
45
46 47