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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWAN
1126
Mariner Wealth Advisors (NYC)
Kansas
$14K +$13.6K +311 New
MJP
1127
Michael J. Puzo
$14K +$14.5K +330 New
DA
1128
Dunvegan Associates
California
$13K – – –
SEC
1129
Seven Eight Capital
New York
$13K +$13.1K +300 New
IF
1130
Ironwood Financial
Arizona
$10K – – –
CAL
1131
Capital Advisors Ltd
Ohio
$10K +$5.47K +125 +121%
IPC
1132
Independent Portfolio Consultants
Florida
$7K +$7.18K +164 New
CG
1133
Colony Group
Massachusetts
$6K – – –
PI
1134
PineBridge Investments
New York
$6K +$6.17K +141 New
RWM
1135
Raffa Wealth Management
District of Columbia
$5.85K – – –
MUS
1136
Mitsubishi UFJ Securities
Japan
$5K +$4.82K +110 New
SSG
1137
Summit Securities Group
New York
$4K -$565K -12,900 -99%
LWA
1138
Lenox Wealth Advisors
New York
$4K – – –
QAM
1139
QCI Asset Management
New York
$3K – – –
EWM
1140
Edge Wealth Management
New York
$2K – – –
RIA
1141
Regal Investment Advisors
Michigan
$2K +$44 +1 +2%
OSAM
1142
O'Shaughnessy Asset Management
Connecticut
$2K +$1.71K +39 New
WCM
1143
Wealthcare Capital Management
Virginia
$2K +$1.75K +40 New
MAM
1144
Magellan Asset Management
Australia
– -$228M -5,070,246 Closed
GE
1145
General Electric
Ohio
– -$60.6M -1,349,180 Closed
O
1146
OppenheimerFunds
New York
– -$40.5M -902,000 Closed
EA
1147
Euclid Advisors
Connecticut
– -$37.4M -831,460 Closed
GCM
1148
Grandmaster Capital Management
California
– -$13M -289,548 Closed
CIP
1149
Chartwell Investment Partners
Pennsylvania
– -$11M -244,472 Closed
IAM
1150
Impax Asset Management
New Hampshire
– -$9.9M -220,316 Closed
44 45
46
47 48