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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
NME
1101
Notis-McConarty Edward
$334K -$38.6K -750 -10%
MBT
1102
Montecito Bank & Trust
California
$334K -$8.24K -160 -2%
SNT
1103
Security National Trust
West Virginia
$334K – – –
MLFP
1104
MPS Loria Financial Planners
Illinois
$334K +$325K +6,308 New
FNT
1105
First National Trust
Pennsylvania
$330K -$1.54K -30 -0.5%
AWA
1106
Arete Wealth Advisors
Illinois
$329K +$62.1K +1,206 +23%
HS
1107
HighVista Strategies
Massachusetts
$327K -$721K -14,000 -69%
BDF
1108
Balasa Dinverno & Foltz
$327K -$16.5K -320 -5%
OIM
1109
Opus Investment Management
Massachusetts
$327K +$324K +6,300 New
AW
1110
Alpha Windward
Massachusetts
$323K +$6.18K +120 +2%
PFA
1111
Pure Financial Advisors
California
$323K +$8.4K +163 +3%
HPC
1112
HM Payson & Co
Maine
$321K -$5.15K -100 -2%
EWM
1113
Evermay Wealth Management
Virginia
$321K – – –
PPSG
1114
Princeton Portfolio Strategies Group
New Jersey
$321K +$10.3K +200 +3%
MIC
1115
Meridian Investment Counsel
California
$320K – – –
FHC
1116
First Heartland Consultants
Missouri
$318K -$75.9K -1,474 -19%
S
1117
SignatureFD
Georgia
$317K -$143K -2,784 -31%
CPA
1118
Clear Perspective Advisors
Illinois
$312K – – –
NPF
1119
Norris Perne & French
Michigan
$312K – – –
WMSA
1120
Weiss Multi-Strategy Advisers
New York
$311K -$877K -17,027 -74%
PAS
1121
Park Avenue Securities
New York
$311K +$298K +5,794 New
NFG
1122
Next Financial Group
Texas
$308K +$5.97K +116 +2%
BOS
1123
Bank of Stockton
California
$303K +$3.76K +73 +1%
YWP
1124
YorkBridge Wealth Partners
New York
$302K – – –
LCM
1125
Leisure Capital Management
California
$299K -$12.6K -245 -4%
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