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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1126
Manchester Capital Management
Vermont
$311K +$16K +300 +5%
LCM
1127
Leisure Capital Management
California
$310K – – –
NPF
1128
Norris Perne & French
Michigan
$309K -$9.76K -183 -3%
CPA
1129
Clear Perspective Advisors
Illinois
$309K – – –
PPSG
1130
Princeton Portfolio Strategies Group
New Jersey
$308K – – –
WC
1131
Whitnell & Co
Illinois
$305K – – –
NFG
1132
Next Financial Group
Texas
$298K -$303K -5,686 -49%
BOS
1133
Bank of Stockton
California
$297K – – –
YWP
1134
YorkBridge Wealth Partners
New York
$296K +$267 +5 +0.1%
FPFS
1135
First Personal Financial Services
North Carolina
$293K +$155K +2,900 +104%
VIA
1136
Vident Investment Advisory
Georgia
$292K +$302K +5,671 New
PTC
1137
Philadelphia Trust Company
Pennsylvania
$292K +$303K +5,679 New
AWA
1138
ARS Wealth Advisors
Florida
$291K +$4.69K +88 +2%
BFIM
1139
Beese Fulmer Investment Management
Ohio
$289K +$1.33K +25 +0.4%
FIM
1140
Fruth Investment Management
Texas
$288K – – –
FCB
1141
First Command Bank
Texas
$284K -$23.7K -445 -7%
FCFS
1142
First Command Financial Services
Texas
$284K -$23.7K -445 -7%
ISL
1143
Ingalls & Snyder LLC
New York
$284K +$85.3K +1,600 +41%
HCM
1144
Highlander Capital Management
New Jersey
$283K – – –
RA
1145
Rational Advisors
New York
$283K +$293K +5,500 New
DT
1146
Diversified Trust
Tennessee
$281K +$4.85K +91 +2%
BWM
1147
BigSur Wealth Management
Florida
$279K – – –
BRWA
1148
B. Riley Wealth Advisors
Florida
$279K +$26.2K +491 +10%
ST
1149
Spinnaker Trust
Maine
$274K +$283K +5,314 New
GC
1150
Gilbert & Cook
Iowa
$273K +$51.1K +959 +22%
44 45
46
47 48