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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
DT
1151
Diversified Trust
Tennessee
$281K +$4.85K +91 +2%
BWM
1152
BigSur Wealth Management
Florida
$279K – – –
BRWA
1153
B. Riley Wealth Advisors
Florida
$279K +$26.2K +491 +10%
ST
1154
Spinnaker Trust
Maine
$274K +$283K +5,314 New
GC
1155
Gilbert & Cook
Iowa
$273K +$51.1K +959 +22%
PPCM
1156
Pillar Pacific Capital Management
California
$271K – – –
SIM
1157
Sadoff Investment Management
Wisconsin
$270K +$53.3K +1,000 +24%
HPWM
1158
Highland Private Wealth Management
Washington
$269K -$4K -75 -1%
SCM
1159
Suffolk Capital Management
New York
$269K – – –
RBC
1160
Ronald Blue & Co
Georgia
$268K -$104K -1,950 -27%
EM
1161
Excalibur Management
Massachusetts
$267K -$57.3K -1,075 -17%
CYG
1162
Clean Yield Group
Vermont
$267K – – –
WA
1163
WFG Advisors
Texas
$267K +$16.6K +311 +6%
QIM
1164
Quest Investment Management
Oregon
$266K – – –
LWM
1165
Lenox Wealth Management
Ohio
$265K -$20.6K -386 -7%
AWA
1166
Arete Wealth Advisors
Illinois
$264K +$267 +5 +0.1%
ADL
1167
Asset Dedication LLC
California
$262K – – –
ISB
1168
Iowa State Bank
Iowa
$262K – – –
JIC
1169
Joel Isaacson & Co
New York
$259K – – –
PCMM
1170
Private Capital Management (Minnesota)
Minnesota
$258K -$53.3K -1,000 -17%
PFM
1171
Parsec Financial Management
North Carolina
$258K -$30.9K -580 -10%
JRP
1172
Jasper Ridge Partners
California
$258K – – –
YMRC
1173
Yorktown Management & Research Company
Virginia
$258K – – –
HCM
1174
Heathbridge Capital Management
Ontario, Canada
$258K +$21.3K +400 +9%
MCM
1175
MAI Capital Management
Ohio
$258K +$267K +5,000 New
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