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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1151
Valeo Financial Advisors
Indiana
$351K +$82.8K +1,538 +31%
PTC
1152
Provident Trust Company
Wisconsin
$350K – – –
CPIM
1153
Columbia Partners Investment Management
Virginia
$346K -$31.9K -592 -8%
DK
1154
Darrell & King
Virginia
$346K – – –
NME
1155
Notis-McConarty Edward
$345K – – –
SNBOSD
1156
Security National Bank of So Dak
Iowa
$344K +$345K +6,412 New
SWK
1157
Stephen W. Kidder
$343K -$45.7K -850 -12%
MA
1158
Marshwinds Advisory
Georgia
$343K – – –
JA
1159
JOYN Advisors
Georgia
$341K +$342K +6,356 New
APA
1160
American Portfolios Advisors
New York
$340K +$341K +6,341 New
AW
1161
Alpha Windward
Massachusetts
$339K +$5.81K +108 +2%
MLFP
1162
MPS Loria Financial Planners
Illinois
$338K – – –
BDF
1163
Balasa Dinverno & Foltz
$337K – – –
MFG
1164
Monte Financial Group
Connecticut
$335K +$336K +6,247 New
AAP
1165
Aristotle Atlantic Partners
Florida
$334K +$335K +6,231 New
CAG
1166
Crestwood Advisors Group
Massachusetts
$333K +$47.3K +879 +16%
CCG
1167
Chatham Capital Group
Georgia
$329K – – –
MPPLM
1168
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$328K +$330K +6,125 New
SIG
1169
Sky Investment Group
Connecticut
$323K +$118K +2,189 +57%
FRA
1170
Front Row Advisors
California
$322K +$323K +6,010 New
CPA
1171
Clear Perspective Advisors
Illinois
$321K – – –
VC
1172
Vicus Capital
Pennsylvania
$315K -$157K -2,909 -33%
FPFS
1173
First Personal Financial Services
North Carolina
$315K +$10.8K +200 +4%
MCM
1174
Manchester Capital Management
Vermont
$313K +$5.38K +100 +2%
CCIA
1175
Campbell & Co Investment Adviser
Maryland
$313K +$314K +5,836 New
45 46
47
48 49