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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1101
Focused Wealth Management
New York
$290K – – –
NB
1102
Nicolet Bankshares
Wisconsin
$288K -$85.2K -1,792 -24%
JFGLC
1103
Johnson Financial Group LLC (Colorado)
Colorado
$288K +$267K +5,614 New
BFIM
1104
Beese Fulmer Investment Management
Ohio
$287K -$14.3K -300 -5%
FIM
1105
Fruth Investment Management
Texas
$287K – – –
PFM
1106
Parsec Financial Management
North Carolina
$287K – – –
VC
1107
Vicus Capital
Pennsylvania
$287K +$1.57K +33 +0.6%
AWA
1108
ARS Wealth Advisors
Florida
$286K +$35.7K +751 +16%
BDF
1109
Balasa Dinverno & Foltz
$285K -$571 -12 -0.2%
LWM
1110
Lenox Wealth Management
Ohio
$284K +$39K +821 +17%
TBA
1111
Tower Bridge Advisors
Pennsylvania
$283K – – –
HCM
1112
Highlander Capital Management
New Jersey
$283K -$9.51K -200 -4%
SCM
1113
Sterneck Capital Management
Missouri
$283K – – –
YWP
1114
YorkBridge Wealth Partners
New York
$283K +$272K +5,730 New
BL
1115
Balentine LLC
Georgia
$280K -$38K -800 -13%
BWM
1116
BigSur Wealth Management
Florida
$279K +$257K +5,400 New
CG
1117
Colony Group
Massachusetts
$277K – – –
DT
1118
Diversified Trust
Tennessee
$276K +$255K +5,364 New
HPWM
1119
Highland Private Wealth Management
Washington
$272K +$20.6K +434 +9%
HCM
1120
Howland Capital Management
Massachusetts
$271K -$4.75K -100 -2%
LFAS
1121
Level Four Advisory Services
Texas
$271K +$250K +5,267 New
PPCM
1122
Pillar Pacific Capital Management
California
$270K – – –
S
1123
SignatureFD
Georgia
$268K -$69.3K -1,457 -22%
TAM
1124
Trillium Asset Management
Massachusetts
$268K -$30.6K -644 -11%
SCM
1125
Suffolk Capital Management
New York
$268K – – –
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