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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
1151
Community Bank & Trust (Waco, Texas)
Texas
$354K – – –
CRIG
1152
Charter Research & Investment Group
Connecticut
$354K +$356K +6,612 New
JFA
1153
JNBA Financial Advisors
Minnesota
$351K -$14.3K -266 -4%
VFA
1154
Valeo Financial Advisors
Indiana
$351K +$82.8K +1,538 +31%
PTC
1155
Provident Trust Company
Wisconsin
$350K – – –
CPIM
1156
Columbia Partners Investment Management
Virginia
$346K -$31.9K -592 -8%
DK
1157
Darrell & King
Virginia
$346K – – –
NME
1158
Notis-McConarty Edward
$345K – – –
SNBOSD
1159
Security National Bank of So Dak
Iowa
$344K +$345K +6,412 New
SWK
1160
Stephen W. Kidder
$343K -$45.7K -850 -12%
MA
1161
Marshwinds Advisory
Georgia
$343K – – –
JA
1162
JOYN Advisors
Georgia
$341K +$342K +6,356 New
APA
1163
American Portfolios Advisors
New York
$340K +$341K +6,341 New
AW
1164
Alpha Windward
Massachusetts
$339K +$5.81K +108 +2%
MLFP
1165
MPS Loria Financial Planners
Illinois
$338K – – –
BDF
1166
Balasa Dinverno & Foltz
$337K – – –
MFG
1167
Monte Financial Group
Connecticut
$335K +$336K +6,247 New
AAP
1168
Aristotle Atlantic Partners
Florida
$334K +$335K +6,231 New
CAG
1169
Crestwood Advisors Group
Massachusetts
$333K +$47.3K +879 +16%
CCG
1170
Chatham Capital Group
Georgia
$329K – – –
MPPLM
1171
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$328K +$330K +6,125 New
SIG
1172
Sky Investment Group
Connecticut
$323K +$118K +2,189 +57%
FRA
1173
Front Row Advisors
California
$322K +$323K +6,010 New
CPA
1174
Clear Perspective Advisors
Illinois
$321K – – –
VC
1175
Vicus Capital
Pennsylvania
$315K -$157K -2,909 -33%
45 46
47
48 49