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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1126
Accretive Wealth Partners
New Jersey
$586K +$9.62K +175 +2%
EFS
1127
Essex Financial Services
Connecticut
$584K +$54.2K +986 +10%
CSC
1128
Caldwell Sutter Capital
California
$583K -$9.84K -179 -2%
CIC
1129
Chilton Investment Company
Connecticut
$581K -$365K -6,634 -37%
OCM
1130
Orion Capital Management
California
$577K – – –
IAIM
1131
International Assets Investment Management
Florida
$576K -$133K -2,429 -18%
FMB
1132
Field & Main Bank
Kentucky
$575K +$48.1K +875 +9%
MNBTD
1133
Moody National Bank Trust Division
Texas
$568K +$15.9K +290 +3%
PFA
1134
Pure Financial Advisors
California
$568K +$82.9K +1,508 +16%
FWM
1135
Forza Wealth Management
Florida
$568K – – –
AWM
1136
Angeles Wealth Management
California
$568K +$20.3K +369 +4%
MWM
1137
Meridian Wealth Management
Kentucky
$568K +$16.8K +305 +3%
AIA
1138
AssuredPartners Investment Advisors
Florida
$567K -$2.91K -53 -0.5%
ERIC
1139
Eagle Rock Investment Company
Georgia
$567K +$5.33K +97 +0.9%
BFIM
1140
Beese Fulmer Investment Management
Ohio
$566K +$190K +3,462 +47%
WA
1141
Waddell & Associates
Tennessee
$566K +$61.8K +1,124 +12%
BHC
1142
Bull Harbor Capital
Maryland
$563K +$595K +10,829 New
7WCP
1143
71 West Capital Partners
Massachusetts
$558K +$226K +4,121 +62%
DDC
1144
DF Dent & Co
Maryland
$558K -$19.2K -350 -3%
WPC
1145
White Pine Capital
Minnesota
$557K -$5.5K -100 -0.9%
TFS
1146
Thoroughbred Financial Services
Tennessee
$556K +$151K +2,754 +35%
LFAS
1147
Level Four Advisory Services
Texas
$555K -$25.6K -465 -4%
IFWM
1148
Institute for Wealth Management
Colorado
$554K -$110 -2 -0%
VNA
1149
Valley National Advisers
Pennsylvania
$554K -$1.76K -32 -0.3%
CWS
1150
Cypress Wealth Services
California
$551K -$259K -4,721 -31%
44 45
46
47 48