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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1151
Alpha Windward
Massachusetts
$321K +$1.75K +32 +0.5%
ACM
1152
Azimuth Capital Management
Michigan
$318K -$32.8K -600 -9%
BDF
1153
Balasa Dinverno & Foltz
$318K – – –
MFG
1154
Monte Financial Group
Connecticut
$316K +$1.09K +20 +0.3%
MA
1155
Montag & Associates
Georgia
$316K +$343K +6,261 New
APA
1156
American Portfolios Advisors
New York
$316K -$4.71K -86 -1%
NWP
1157
Northstar Wealth Partners
Connecticut
$315K +$342K +6,250 New
STA
1158
Summit Trail Advisors
New York
$314K +$107K +1,954 +45%
RIM
1159
Regent Investment Management
Kentucky
$313K -$532K -9,727 -61%
JFA
1160
JNBA Financial Advisors
Minnesota
$313K -$19.1K -350 -5%
MA
1161
Marshwinds Advisory
Georgia
$313K -$10.9K -200 -3%
BWM
1162
BigSur Wealth Management
Florida
$312K +$40.8K +745 +14%
GC
1163
Gilbert & Cook
Iowa
$309K +$78.8K +1,440 +31%
TAM
1164
Tiverton Asset Management
Delaware
$306K -$675K -12,342 -67%
CG
1165
Colony Group
Massachusetts
$306K -$141K -2,576 -30%
FRA
1166
Front Row Advisors
California
$304K – – –
CPA
1167
Clear Perspective Advisors
Illinois
$303K – – –
CFD
1168
Creative Financial Designs
Indiana
$302K +$147K +2,686 +82%
RPC
1169
Rossmore Private Capital
Connecticut
$301K -$115K -2,106 -26%
SSB
1170
Sandy Spring Bank
Maryland
$301K -$41K -750 -11%
PWPS
1171
Pinnacle Wealth Planning Services
Ohio
$300K +$325K +5,936 New
HCM
1172
Highlander Capital Management
New Jersey
$298K +$27.4K +500 +9%
BRWA
1173
B. Riley Wealth Advisors
Florida
$296K +$25.3K +462 +9%
WPW
1174
Waldron Private Wealth
Pennsylvania
$296K +$111K +2,025 +53%
LCM
1175
Leisure Capital Management
California
$295K +$4.49K +82 +1%
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48 49