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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1126
Geller Advisors
New York
$337K -$108K -2,957 -23%
FWM
1127
Forza Wealth Management
Florida
$336K -$32.8K -900 -8%
CI
1128
Conning Inc
Connecticut
$336K +$17.9K +490 +5%
GIA
1129
Gladstone Institutional Advisory
Florida
$336K -$12.7K -349 -3%
SNBOSCI
1130
Security National Bank of Sioux City Iowa
Iowa
$335K – – –
PAG
1131
Paladin Advisory Group
Iowa
$335K +$838 +23 +0.2%
IAIM
1132
International Assets Investment Management
Florida
$334K -$7.61K -209 -2%
EM
1133
Excalibur Management
Massachusetts
$334K +$13.1K +360 +4%
WBC
1134
Westpac Banking Corp
Australia
$333K -$671K -18,423 -65%
MCM
1135
Manchester Capital Management
Vermont
$333K +$114K +3,124 +45%
TG
1136
TCW Group
California
$332K – – –
SP
1137
Symmetry Partners
Connecticut
$330K -$77.7K -2,132 -18%
TCMP
1138
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K +$30.1K +826 +9%
CCMG
1139
Clark Capital Management Group
Pennsylvania
$329K -$82.3K -2,258 -18%
PWM
1140
Paulson Wealth Management
Illinois
$327K -$9.65K -265 -3%
RFN
1141
RDA Financial Network
Iowa
$326K +$7.72K +212 +2%
MIM
1142
Morningstar Investment Management
Illinois
$322K +$39.6K +1,086 +13%
RPC
1143
Rossmore Private Capital
Connecticut
$321K +$9.07K +249 +3%
LJHT
1144
Laurie J. Hall Trustee
$320K -$13.7K -375 -4%
VFA
1145
Voya Financial Advisors
Connecticut
$319K -$5.28K -145 -1%
MCI
1146
McDonald Capital Investors
California
$319K – – –
IGWM
1147
ICA Group Wealth Management
Colorado
$318K – – –
SCM
1148
Shelton Capital Management
Colorado
$314K -$3.64K -100 -1%
DSC
1149
Duncker Streett & Co
Missouri
$314K -$12.1K -331 -3%
MYIA
1150
Mount Yale Investment Advisors
Colorado
$314K +$24.2K +663 +8%
44 45
46
47 48