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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFAS
1101
Hummer Financial Advisory Services
Illinois
$502K – – –
CW
1102
CreativeOne Wealth
Kansas
$502K +$74.7K +1,273 +17%
PAA
1103
Peregrine Asset Advisers
Oregon
$501K – – –
PO
1104
Private Ocean
California
$500K – – –
SA
1105
Strategic Advisors
New York
$499K -$70.4K -1,200 -12%
IFG
1106
Investors Financial Group
Minnesota
$499K +$2.7K +46 +0.5%
PCG
1107
Private Capital Group
Connecticut
$493K +$4.28K +73 +0.9%
TCM
1108
Teza Capital Management
Illinois
$493K +$508K +8,653 New
DAM
1109
Delta Asset Management
Tennessee
$490K – – –
TCOT
1110
Trust Company of Toledo
Ohio
$490K +$5.87K +100 +1%
FPS
1111
Fieldpoint Private Securities
Connecticut
$489K -$80.5K -1,372 -14%
BFG
1112
Barber Financial Group
Kansas
$484K +$498K +8,492 New
ICM
1113
Islay Capital Management
Texas
$483K -$100K -1,709 -17%
MWM
1114
Meridian Wealth Management
Kentucky
$483K -$1.47K -25 -0.3%
QCM
1115
Quest Capital Management
Texas
$482K -$19.5K -332 -4%
AWP
1116
Ascent Wealth Partners
New York
$482K +$496K +8,453 New
SIAM
1117
Sterling Investment Advisors (Missouri)
Missouri
$480K +$494K +8,420 New
RP
1118
Riverbridge Partners
Minnesota
$477K -$15.7K -268 -3%
SPC
1119
Stewart & Patten Company
California
$476K – – –
LWANC
1120
Laurel Wealth Advisors (North Carolina)
North Carolina
$471K +$3.7K +63 +0.8%
MCM
1121
Mitchell Capital Management
Kansas
$470K +$484K +8,250 New
PB
1122
Pinnacle Bancorp
Nebraska
$469K -$147K -2,510 -23%
WPW
1123
Waldron Private Wealth
Pennsylvania
$469K +$38.5K +657 +9%
BIA
1124
Bigelow Investment Advisors
Maine
$468K – – –
FFS
1125
Founders Financial Securities
Maryland
$467K +$90.2K +1,538 +23%
43 44
45
46 47