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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1151
Brown Financial Advisors
Ohio
$471K +$460K +9,736 New
VAS
1152
Vestmark Advisory Solutions
Massachusetts
$471K +$460K +9,736 New
AUB
1153
Atlantic Union Bankshares
Virginia
$470K +$105K +2,227 +30%
CPA
1154
Capital Performance Advisors
California
$466K +$110K +2,333 +32%
RMC
1155
Resources Management Corp
Connecticut
$463K -$860K -18,185 -80%
HCM
1156
Howard Capital Management
Georgia
$461K +$14.2K +300 +3%
CAM
1157
CenterStar Asset Management
Illinois
$460K +$450K +9,525 New
CCA
1158
Checchi Capital Advisers
California
$458K -$60K -1,269 -12%
DT
1159
Diversified Trust
Tennessee
$458K +$221K +4,663 +97%
CI
1160
Conning Inc
Connecticut
$458K – – –
BIG
1161
Brooklyn Investment Group
New York
$457K -$4.4K -93 -0.9%
ML
1162
McAdam LLC
Pennsylvania
$457K +$27.8K +587 +7%
CCWM
1163
Cassaday & Co Wealth Management
Virginia
$457K -$289K -6,114 -39%
DSC
1164
Duncker Streett & Co
Missouri
$455K – – –
TT
1165
TI-Trust
Illinois
$455K – – –
BFG
1166
Berger Financial Group
Minnesota
$455K +$993 +21 +0.2%
AF
1167
Advisornet Financial
Minnesota
$454K -$29.5K -623 -6%
SCM
1168
Shelton Capital Management
Colorado
$452K -$10.7K -227 -2%
VWM
1169
Venturi Wealth Management
Texas
$451K +$38.4K +812 +10%
EWA
1170
EverSource Wealth Advisors
Alabama
$450K +$4.78K +101 +1%
GS
1171
GTS Securities
Florida
$450K -$26.5K -561 -6%
CC
1172
Chicago Capital
Illinois
$450K – – –
MG
1173
Mather Group
Illinois
$449K +$41.2K +871 +10%
CC
1174
Courier Capital
New York
$449K -$14.1K -299 -3%
RFP
1175
Root Financial Partners
California
$448K +$439K +9,279 New
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