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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1201
WealthTrust Fairport
Ohio
$207K -$47.3K -995 -20%
HFM
1202
Hartford Financial Management
Connecticut
$205K – – –
BWP
1203
BSW Wealth Partners
Colorado
$203K +$188K +3,950 New
BCM
1204
Brookstone Capital Management
Illinois
$203K +$188K +3,951 New
MCM
1205
Millie Capital Management
California
$201K +$186K +3,906 New
ISL
1206
Ingalls & Snyder LLC
New York
$201K +$186K +3,914 New
CIP
1207
Convergence Investment Partners
Florida
$200K +$186K +3,901 New
PA
1208
Parallel Advisors
California
$199K +$184K +3,866 New
DAM
1209
Delta Asset Management
Tennessee
$198K – – –
HI
1210
Hudock Inc
Pennsylvania
$193K +$904 +19 +0.5%
SWA
1211
Sutton Wealth Advisors
Florida
$188K -$23K -484 -12%
ATC
1212
Adirondack Trust Company
New York
$188K +$1.43K +30 +0.8%
GBBWRPM
1213
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$181K +$119K +2,505 +248%
BIG
1214
Bellwether Investment Group
Tennessee
$180K +$166K +3,497 New
SC
1215
SRB Corp
Massachusetts
$179K -$5.99K -126 -3%
CFA
1216
Carroll Financial Associates
North Carolina
$172K -$11.5K -242 -7%
TIM
1217
Tortoise Investment Management
New York
$170K +$59.4K +1,250 +61%
CGT
1218
Capital Guardian Trust
California
$169K -$33.4K -702 -18%
WG
1219
Welch Group
Alabama
$157K +$143 +3 +0.1%
IWM
1220
IHT Wealth Management
Illinois
$156K +$144K +3,036 New
M
1221
MOTCO
Texas
$151K +$30.8K +647 +28%
IP
1222
Intellectus Partners
California
$150K +$139K +2,916 New
SAM
1223
Sunnymeath Asset Management
New Jersey
$146K – – –
AF
1224
Allworth Financial
California
$144K – – –
FPFS
1225
First Personal Financial Services
North Carolina
$143K – – –
47 48
49
50 51