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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PPCM
1151
Pillar Pacific Capital Management
California
$271K – – –
SIM
1152
Sadoff Investment Management
Wisconsin
$270K +$53.3K +1,000 +24%
HPWM
1153
Highland Private Wealth Management
Washington
$269K -$4K -75 -1%
SCM
1154
Suffolk Capital Management
New York
$269K – – –
RBC
1155
Ronald Blue & Co
Georgia
$268K -$104K -1,950 -27%
EM
1156
Excalibur Management
Massachusetts
$267K -$57.3K -1,075 -17%
CYG
1157
Clean Yield Group
Vermont
$267K – – –
WA
1158
WFG Advisors
Texas
$267K +$16.6K +311 +6%
QIM
1159
Quest Investment Management
Oregon
$266K – – –
LWM
1160
Lenox Wealth Management
Ohio
$265K -$20.6K -386 -7%
AWA
1161
Arete Wealth Advisors
Illinois
$264K +$267 +5 +0.1%
ADL
1162
Asset Dedication LLC
California
$262K – – –
ISB
1163
Iowa State Bank
Iowa
$262K – – –
JIC
1164
Joel Isaacson & Co
New York
$259K – – –
PCMM
1165
Private Capital Management (Minnesota)
Minnesota
$258K -$53.3K -1,000 -17%
PFM
1166
Parsec Financial Management
North Carolina
$258K -$30.9K -580 -10%
JRP
1167
Jasper Ridge Partners
California
$258K – – –
YMRC
1168
Yorktown Management & Research Company
Virginia
$258K – – –
HCM
1169
Heathbridge Capital Management
Ontario, Canada
$258K +$21.3K +400 +9%
MCM
1170
MAI Capital Management
Ohio
$258K +$267K +5,000 New
MWP
1171
MYCIO Wealth Partners
Pennsylvania
$258K +$267K +5,003 New
NWP
1172
Northstar Wealth Partners
Connecticut
$258K +$269K +5,050 New
BL
1173
Balentine LLC
Georgia
$257K -$24.5K -460 -8%
AP
1174
Appleton Partners
Massachusetts
$257K -$2.4K -45 -0.9%
CCM
1175
Cohen Capital Management
California
$257K – – –
45 46
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48 49