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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1126
Alpha Windward
Massachusetts
$315K -$13K -243 -4%
HWA
1127
HCR Wealth Advisors
California
$315K +$4.53K +85 +1%
P8IP
1128
Pier 88 Investment Partners
California
$314K +$325K +6,100 New
AW
1129
ACG Wealth
Georgia
$313K +$11.9K +224 +4%
PFA
1130
Pure Financial Advisors
California
$312K +$10.5K +197 +3%
MCM
1131
Manchester Capital Management
Vermont
$311K +$16K +300 +5%
LCM
1132
Leisure Capital Management
California
$310K – – –
NPF
1133
Norris Perne & French
Michigan
$309K -$9.76K -183 -3%
CPA
1134
Clear Perspective Advisors
Illinois
$309K – – –
PPSG
1135
Princeton Portfolio Strategies Group
New Jersey
$308K – – –
WC
1136
Whitnell & Co
Illinois
$305K – – –
NFG
1137
Next Financial Group
Texas
$298K -$303K -5,686 -49%
BOS
1138
Bank of Stockton
California
$297K – – –
YWP
1139
YorkBridge Wealth Partners
New York
$296K +$267 +5 +0.1%
FPFS
1140
First Personal Financial Services
North Carolina
$293K +$155K +2,900 +104%
VIA
1141
Vident Investment Advisory
Georgia
$292K +$302K +5,671 New
PTC
1142
Philadelphia Trust Company
Pennsylvania
$292K +$303K +5,679 New
AWA
1143
ARS Wealth Advisors
Florida
$291K +$4.69K +88 +2%
BFIM
1144
Beese Fulmer Investment Management
Ohio
$289K +$1.33K +25 +0.4%
FIM
1145
Fruth Investment Management
Texas
$288K – – –
FCB
1146
First Command Bank
Texas
$284K -$23.7K -445 -7%
FCFS
1147
First Command Financial Services
Texas
$284K -$23.7K -445 -7%
ISL
1148
Ingalls & Snyder LLC
New York
$284K +$85.3K +1,600 +41%
HCM
1149
Highlander Capital Management
New Jersey
$283K – – –
RA
1150
Rational Advisors
New York
$283K +$293K +5,500 New
44 45
46
47 48