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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1101
MOKAN Wealth Management
Kansas
$651K -$132K -2,686 -18%
BTI
1102
Blue Trust Inc
Georgia
$647K +$89.9K +1,827 +18%
TSS
1103
Taylor Securities Services
Pennsylvania
$645K +$595K +12,096 New
BWAM
1104
Boyd Watterson Asset Management
Ohio
$645K – – –
CMAI
1105
Capital Management Associates Inc
Minnesota
$644K -$147K -2,986 -20%
SIC
1106
Sage Investment Counsel
Tennessee
$643K – – –
VAS
1107
Vestmark Advisory Solutions
Massachusetts
$642K +$113K +2,301 +24%
SSG
1108
Summit Securities Group
New York
$642K +$460K +9,349 +348%
KP
1109
Keel Point
Alabama
$642K +$54K +1,097 +10%
GFA
1110
Gifford Fong Associates
California
$640K – – –
MWM
1111
Modera Wealth Management
New Jersey
$640K +$38.3K +779 +7%
CCMG
1112
Clark Capital Management Group
Pennsylvania
$640K +$41.1K +835 +7%
GCM
1113
Graham Capital Management
Connecticut
$636K -$1.19M -24,284 -67%
STS
1114
SG Trading Solutions
Utah
$634K +$584K +11,882 New
RL
1115
Rogco LP
Oklahoma
$633K -$4.97K -101 -0.8%
RSWM
1116
Robertson Stephens Wealth Management
California
$632K -$75K -1,525 -12%
PIM
1117
Penobscot Investment Management
Massachusetts
$631K -$19.7K -400 -3%
AP
1118
Advisortrust Partners
North Carolina
$626K +$577K +11,728 New
MMG
1119
Monetary Management Group
Missouri
$622K -$109K -2,209 -16%
SVWAG
1120
Sound View Wealth Advisors Group
Georgia
$621K -$8.31K -169 -1%
PWPS
1121
Pinnacle Wealth Planning Services
Ohio
$620K +$56.3K +1,145 +11%
MAA
1122
Mraz Amerine & Associates
California
$618K -$1.72K -35 -0.3%
LTI
1123
Laffer Tengler Investments
Tennessee
$618K +$443 +9 +0.1%
JMFC
1124
J.M. Forbes & Co
Massachusetts
$610K – – –
CSC
1125
Caldwell Sutter Capital
California
$608K +$7.18K +146 +1%
43 44
45
46 47