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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1126
Independent Financial Group
California
$407K +$255K +5,720 +103%
RPC
1127
Rossmore Private Capital
Connecticut
$406K -$66.9K -1,501 -12%
HI
1128
Hendershot Investments
Virginia
$405K -$72.4K -1,625 -13%
FBC
1129
Fairfield, Bush & Co
Connecticut
$405K – – –
LFAS
1130
Level Four Advisory Services
Texas
$399K +$26.8K +601 +6%
QCM
1131
Quantinno Capital Management
New York
$398K -$610K -13,685 -55%
CI
1132
Conning Inc
Connecticut
$397K -$5.66K -127 -1%
FHA
1133
Flagship Harbor Advisors
Massachusetts
$396K +$490K +10,998 New
OFG
1134
Oxford Financial Group
Indiana
$396K -$35.1K -788 -7%
IFWM
1135
Institute for Wealth Management
Colorado
$394K -$5.12K -115 -1%
MW
1136
Marcum Wealth
Ohio
$393K +$190K +4,263 +64%
CCA
1137
Checchi Capital Advisers
California
$392K -$93.9K -2,109 -16%
RCA
1138
Resonant Capital Advisors
Wisconsin
$391K -$20.4K -457 -4%
PIM
1139
Penobscot Investment Management
Massachusetts
$390K – – –
DSC
1140
Duncker Streett & Co
Missouri
$390K -$1.19M -26,707 -71%
WAG
1141
Wallace Advisory Group
California
$390K +$73.1K +1,642 +18%
GWWM
1142
Great Waters Wealth Management
Minnesota
$389K +$2.72K +61 +0.5%
FW
1143
FirstPurpose Wealth
Utah
$388K +$76.6K +1,719 +19%
AB
1144
Atlas Brown
Kentucky
$387K -$22.8K -511 -5%
VA
1145
Valmark Advisers
Ohio
$387K +$5.52K +124 +1%
4WM
1146
44 Wealth Management
Oregon
$386K +$2.09K +47 +0.4%
NHT
1147
New Hampshire Trust
New Hampshire
$386K -$52.8K -1,186 -10%
EWA
1148
Exencial Wealth Advisors
Oklahoma
$386K -$9.09K -204 -2%
VSQM
1149
V-Square Quantitative Management
Illinois
$386K +$477K +10,707 New
HNWAG
1150
High Net Worth Advisory Group
Florida
$386K +$3.88K +87 +0.8%
44 45
46
47 48