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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
1151
Kohmann Bosshard Financial Services
Ohio
$334K – – –
MFG
1152
Monte Financial Group
Connecticut
$333K +$1.59K +30 +0.5%
SCM
1153
Sterneck Capital Management
Missouri
$332K -$132K -2,500 -28%
FPFS
1154
First Personal Financial Services
North Carolina
$332K +$35.5K +671 +12%
PWPS
1155
Pinnacle Wealth Planning Services
Ohio
$327K +$11.6K +219 +4%
IWM
1156
IHT Wealth Management
Illinois
$326K +$43.8K +827 +15%
MCM
1157
Manchester Capital Management
Vermont
$324K – – –
PFA
1158
Pure Financial Advisors
California
$320K +$321K +6,051 New
LFAS
1159
Level Four Advisory Services
Texas
$320K +$321K +6,054 New
PCM
1160
Prelude Capital Management
New York
$320K +$321K +6,066 New
ACM
1161
Azimuth Capital Management
Michigan
$319K – – –
HK
1162
Horizon Kinetics
New York
$318K -$35K -660 -10%
MLFP
1163
MPS Loria Financial Planners
Illinois
$318K – – –
BFG
1164
Beacon Financial Group
Texas
$317K – – –
CPA
1165
Clear Perspective Advisors
Illinois
$317K – – –
HCM
1166
Highlander Capital Management
New Jersey
$317K – – –
WPW
1167
Waldron Private Wealth
Pennsylvania
$317K +$6.89K +130 +2%
LA
1168
Lau Associates
Delaware
$317K +$318K +6,000 New
SS
1169
Sunbelt Securities
Texas
$316K +$265 +5 +0.1%
SFA
1170
Sequoia Financial Advisors
Ohio
$312K -$57.7K -1,090 -16%
SCM
1171
Suffolk Capital Management
New York
$306K +$30.6K +578 +11%
SCI
1172
Stableford Capital II
Arizona
$305K – – –
CIA
1173
Capital Investment Advisors
Georgia
$305K +$41.6K +786 +16%
OC
1174
Oakworth Capital
Alabama
$302K -$44K -831 -13%
MIC
1175
Meridian Investment Counsel
California
$302K – – –
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