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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1101
Blue Trust Inc
Georgia
$647K +$89.9K +1,827 +18%
TSS
1102
Taylor Securities Services
Pennsylvania
$645K +$595K +12,096 New
BWAM
1103
Boyd Watterson Asset Management
Ohio
$645K – – –
CMAI
1104
Capital Management Associates Inc
Minnesota
$644K -$147K -2,986 -20%
SIC
1105
Sage Investment Counsel
Tennessee
$643K – – –
VAS
1106
Vestmark Advisory Solutions
Massachusetts
$642K +$113K +2,301 +24%
SSG
1107
Summit Securities Group
New York
$642K +$460K +9,349 +348%
KP
1108
Keel Point
Alabama
$642K +$54K +1,097 +10%
GFA
1109
Gifford Fong Associates
California
$640K – – –
MWM
1110
Modera Wealth Management
New Jersey
$640K +$38.3K +779 +7%
CCMG
1111
Clark Capital Management Group
Pennsylvania
$640K +$41.1K +835 +7%
GCM
1112
Graham Capital Management
Connecticut
$636K -$1.19M -24,284 -67%
STS
1113
SG Trading Solutions
Utah
$634K +$584K +11,882 New
RL
1114
Rogco LP
Oklahoma
$633K -$4.97K -101 -0.8%
RSWM
1115
Robertson Stephens Wealth Management
California
$632K -$75K -1,525 -12%
PIM
1116
Penobscot Investment Management
Massachusetts
$631K -$19.7K -400 -3%
AP
1117
Advisortrust Partners
North Carolina
$626K +$577K +11,728 New
MMG
1118
Monetary Management Group
Missouri
$622K -$109K -2,209 -16%
SVWAG
1119
Sound View Wealth Advisors Group
Georgia
$621K -$8.31K -169 -1%
PWPS
1120
Pinnacle Wealth Planning Services
Ohio
$620K +$56.3K +1,145 +11%
MAA
1121
Mraz Amerine & Associates
California
$618K -$1.72K -35 -0.3%
LTI
1122
Laffer Tengler Investments
Tennessee
$618K +$443 +9 +0.1%
JMFC
1123
J.M. Forbes & Co
Massachusetts
$610K – – –
CSC
1124
Caldwell Sutter Capital
California
$608K +$7.18K +146 +1%
CPSAC
1125
Chas P. Smith & Associates (CPS)
Florida
$606K +$559K +11,357 New
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