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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
1151
Northstar Wealth Partners
Connecticut
$264K – – –
LWM
1152
Lenox Wealth Management
Ohio
$263K -$5.46K -106 -2%
CAG
1153
Crestwood Advisors Group
Massachusetts
$261K – – –
JRP
1154
Jasper Ridge Partners
California
$261K – – –
JIC
1155
Joel Isaacson & Co
New York
$261K – – –
BIA
1156
Biondo Investment Advisors
Pennsylvania
$260K – – –
CCM
1157
Cohen Capital Management
California
$260K – – –
HCM
1158
Heathbridge Capital Management
Ontario, Canada
$260K – – –
PFM
1159
Parsec Financial Management
North Carolina
$260K – – –
PCMM
1160
Private Capital Management (Minnesota)
Minnesota
$260K – – –
YMRC
1161
Yorktown Management & Research Company
Virginia
$260K – – –
BL
1162
Balentine LLC
Georgia
$259K – – –
PFS
1163
Prospera Financial Services
Texas
$258K +$26.5K +514 +12%
BCM
1164
Brookstone Capital Management
Illinois
$257K +$255K +4,945 New
FNFDCM
1165
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$251K – – –
ST
1166
Sabal Trust
Florida
$251K +$20.4K +397 +9%
GC
1167
Garde Capital
Washington
$251K +$249K +4,831 New
OMC
1168
Overbrook Management Corp
New York
$249K – – –
UBWV
1169
United Bank (West Virginia)
West Virginia
$248K – – –
HL
1170
HeadInvest LLC
Maine
$247K – – –
HCP
1171
Holt Capital Partners
Texas
$247K – – –
SIM
1172
Sadoff Investment Management
Wisconsin
$246K -$25.8K -500 -10%
AP
1173
Appleton Partners
Massachusetts
$244K -$15.5K -300 -6%
TAM
1174
Timucuan Asset Management
Florida
$244K – – –
IT
1175
Independence Trust
Tennessee
$243K -$6.64K -129 -3%
45 46
47
48 49