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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
1101
Security National Trust
West Virginia
$334K – – –
MLFP
1102
MPS Loria Financial Planners
Illinois
$334K +$325K +6,308 New
FNT
1103
First National Trust
Pennsylvania
$330K -$1.54K -30 -0.5%
AWA
1104
Arete Wealth Advisors
Illinois
$329K +$62.1K +1,206 +23%
HS
1105
HighVista Strategies
Massachusetts
$327K -$721K -14,000 -69%
BDF
1106
Balasa Dinverno & Foltz
$327K -$16.5K -320 -5%
OIM
1107
Opus Investment Management
Massachusetts
$327K +$324K +6,300 New
AW
1108
Alpha Windward
Massachusetts
$323K +$6.18K +120 +2%
PFA
1109
Pure Financial Advisors
California
$323K +$8.4K +163 +3%
HPC
1110
HM Payson & Co
Maine
$321K -$5.15K -100 -2%
EWM
1111
Evermay Wealth Management
Virginia
$321K – – –
PPSG
1112
Princeton Portfolio Strategies Group
New Jersey
$321K +$10.3K +200 +3%
MIC
1113
Meridian Investment Counsel
California
$320K – – –
FHC
1114
First Heartland Consultants
Missouri
$318K -$75.9K -1,474 -19%
S
1115
SignatureFD
Georgia
$317K -$143K -2,784 -31%
CPA
1116
Clear Perspective Advisors
Illinois
$312K – – –
NPF
1117
Norris Perne & French
Michigan
$312K – – –
WMSA
1118
Weiss Multi-Strategy Advisers
New York
$311K -$877K -17,027 -74%
PAS
1119
Park Avenue Securities
New York
$311K +$298K +5,794 New
NFG
1120
Next Financial Group
Texas
$308K +$5.97K +116 +2%
BOS
1121
Bank of Stockton
California
$303K +$3.76K +73 +1%
YWP
1122
YorkBridge Wealth Partners
New York
$302K – – –
LCM
1123
Leisure Capital Management
California
$299K -$12.6K -245 -4%
MCM
1124
Manchester Capital Management
Vermont
$298K -$15.5K -300 -5%
OWP
1125
Obermeyer Wealth Partners
Colorado
$296K -$718K -13,944 -71%
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