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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1176
AE Wealth Management
Kansas
$309K -$39.9K -742 -11%
LCM
1177
Leisure Capital Management
California
$309K – – –
EAM
1178
Evanson Asset Management
California
$308K +$310K +5,757 New
MIC
1179
Meridian Investment Counsel
California
$306K – – –
AWA
1180
Arete Wealth Advisors
Illinois
$304K -$22.1K -411 -7%
WC
1181
Whitnell & Co
Illinois
$304K – – –
AAS
1182
Annex Advisory Services
Wisconsin
$303K – – –
WAM
1183
Wolverine Asset Management
Illinois
$302K +$140K +2,594 +85%
AIA
1184
Allied Investment Advisors
Montana
$302K +$303K +5,629 New
BOS
1185
Bank of Stockton
California
$302K +$304K +5,643 New
BFIM
1186
Beese Fulmer Investment Management
Ohio
$301K – – –
FIM
1187
Fruth Investment Management
Texas
$300K – – –
UCI
1188
Uncommon Cents Investing
Wisconsin
$300K +$301K +5,593 New
AWA
1189
ARS Wealth Advisors
Florida
$299K +$269 +5 +0.1%
KJWM
1190
Kiley Juergens Wealth Management
Washington
$299K +$301K +5,589 New
SCI
1191
Stableford Capital II
Arizona
$298K +$54.5K +1,013 +22%
WC
1192
Woodstock Corp
Massachusetts
$298K +$299K +5,560 New
HCM
1193
Highlander Capital Management
New Jersey
$295K – – –
PFM
1194
Parsec Financial Management
North Carolina
$295K +$26.9K +500 +10%
PTC
1195
Philadelphia Trust Company
Pennsylvania
$292K -$5.38K -100 -2%
BWM
1196
BigSur Wealth Management
Florida
$291K – – –
BRWA
1197
B. Riley Wealth Advisors
Florida
$289K +$7.43K +138 +3%
TCM
1198
Tradewinds Capital Management
Washington
$288K -$195K -3,626 -40%
CIM
1199
Confluence Investment Management
Missouri
$287K +$33.4K +620 +13%
TA
1200
Tiedemann Advisors
New York
$285K -$2.27M -42,195 -89%
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48
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