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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1101
ACG Wealth
Georgia
$301K +$36.4K +765 +15%
BOS
1102
Bank of Stockton
California
$296K -$71.3K -1,500 -21%
SBWM
1103
Sunflower Bank Wealth Management
Arizona
$296K – – –
MCM
1104
Manchester Capital Management
Vermont
$295K – – –
MSAM
1105
Moloney Securities Asset Management
Missouri
$294K +$272K +5,724 New
FWM
1106
Focused Wealth Management
New York
$290K – – –
NB
1107
Nicolet Bankshares
Wisconsin
$288K -$85.2K -1,792 -24%
JFGLC
1108
Johnson Financial Group LLC (Colorado)
Colorado
$288K +$267K +5,614 New
BFIM
1109
Beese Fulmer Investment Management
Ohio
$287K -$14.3K -300 -5%
FIM
1110
Fruth Investment Management
Texas
$287K – – –
PFM
1111
Parsec Financial Management
North Carolina
$287K – – –
VC
1112
Vicus Capital
Pennsylvania
$287K +$1.57K +33 +0.6%
AWA
1113
ARS Wealth Advisors
Florida
$286K +$35.7K +751 +16%
BDF
1114
Balasa Dinverno & Foltz
$285K -$571 -12 -0.2%
LWM
1115
Lenox Wealth Management
Ohio
$284K +$39K +821 +17%
TBA
1116
Tower Bridge Advisors
Pennsylvania
$283K – – –
HCM
1117
Highlander Capital Management
New Jersey
$283K -$9.51K -200 -4%
SCM
1118
Sterneck Capital Management
Missouri
$283K – – –
YWP
1119
YorkBridge Wealth Partners
New York
$283K +$272K +5,730 New
BL
1120
Balentine LLC
Georgia
$280K -$38K -800 -13%
BWM
1121
BigSur Wealth Management
Florida
$279K +$257K +5,400 New
CG
1122
Colony Group
Massachusetts
$277K – – –
DT
1123
Diversified Trust
Tennessee
$276K +$255K +5,364 New
HPWM
1124
Highland Private Wealth Management
Washington
$272K +$20.6K +434 +9%
HCM
1125
Howland Capital Management
Massachusetts
$271K -$4.75K -100 -2%
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