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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
1101
Western Financial Corp
California
$471K +$41K +888 +9%
PP
1102
Postrock Partners
Oregon
$470K – – –
SA
1103
Sylvest Advisors
Texas
$469K +$14.7K +319 +3%
DDC
1104
DF Dent & Co
Maryland
$467K -$194K -4,200 -28%
EFG
1105
Everhart Financial Group
Ohio
$464K +$15.5K +337 +3%
MMPW
1106
Mitchell McLeod Pugh & Williams
Alabama
$464K – – –
AWA
1107
AGH Wealth Advisors
Kansas
$463K +$2.81K +61 +0.6%
SQA
1108
Simon Quick Advisors
New Jersey
$463K +$226K +4,905 +81%
SPL
1109
Smart Portfolios LLC
Washington
$459K -$1.15K -25 -0.2%
WI
1110
WrapManager Inc
California
$458K -$110K -2,377 -18%
ERIC
1111
Eagle Rock Investment Company
Georgia
$457K +$7.71K +167 +2%
CC
1112
Carlson Capital
Texas
$456K -$858K -18,600 -63%
MC
1113
Matisse Capital
Oregon
$455K – – –
AWP
1114
Accretive Wealth Partners
New Jersey
$455K +$512K +11,100 New
DWM
1115
Defined Wealth Management
Oregon
$453K -$1.48K -32 -0.3%
WPC
1116
White Pine Capital
Minnesota
$453K -$3.92K -85 -0.8%
PWP
1117
Phillips Wealth Planners
Mississippi
$453K +$7.34K +159 +1%
FFWM
1118
Future Financial Wealth Management
Ohio
$452K – – –
FB
1119
First Bancorp
Maine
$451K -$9.97K -216 -2%
IFWM
1120
Institute for Wealth Management
Colorado
$450K -$2.08K -45 -0.4%
PMWMG
1121
Parr McKnight Wealth Management Group
Minnesota
$450K – – –
CBA
1122
Coastal Bridge Advisors
Connecticut
$448K +$490K +10,617 New
EFS
1123
Essex Financial Services
Connecticut
$447K -$51.9K -1,125 -10%
CIC
1124
Chase Investment Counsel
Virginia
$446K -$1.25K -27 -0.3%
SCA
1125
Sage Capital Advisors
South Dakota
$446K – – –
43 44
45
46 47