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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1201
Sequoia Financial Advisors
Ohio
$323K +$23.5K +468 +8%
TWA
1202
TCI Wealth Advisors
Arizona
$321K +$552 +11 +0.2%
KFGK
1203
Keystone Financial Group (Kentucky)
Kentucky
$321K +$334K +6,658 New
IP
1204
Investment Partners
Ohio
$320K +$251 +5 +0.1%
CAAS
1205
Capital Asset Advisory Services
Michigan
$319K – – –
CRIG
1206
Charter Research & Investment Group
Connecticut
$319K – – –
AIM
1207
Acropolis Investment Management
Missouri
$317K +$3.91K +78 +1%
TNBTD
1208
Trustmark National Bank Trust Department
Mississippi
$315K -$130K -2,598 -28%
PTC
1209
Provident Trust Company
Wisconsin
$315K – – –
LB
1210
Landmark Bank
Missouri
$314K – – –
FPFS
1211
First Personal Financial Services
North Carolina
$313K – – –
SWRP
1212
Summit Wealth & Retirement Planning
California
$313K +$301 +6 +0.1%
DK
1213
Darrell & King
Virginia
$311K – – –
CAG
1214
Crestwood Advisors Group
Massachusetts
$310K -$11.7K -233 -3%
VV
1215
Verity & Verity
South Carolina
$308K -$55.2K -1,100 -15%
PCM
1216
Pointe Capital Management
Michigan
$308K – – –
RTC
1217
Riverview Trust Company
Washington
$308K +$32.4K +647 +11%
BAM
1218
Belpointe Asset Management
Nevada
$308K +$72.8K +1,451 +29%
UBV
1219
United Bank (Virginia)
Virginia
$307K -$5.01K -100 -2%
LFAS
1220
Level Four Advisory Services
Texas
$306K -$86.7K -1,728 -21%
MCM
1221
Manchester Capital Management
Vermont
$301K +$5.32K +106 +2%
CTA
1222
Chesley Taft & Associates
Illinois
$300K – – –
BAAM
1223
Baker Avenue Asset Management
California
$299K -$574K -11,436 -65%
LNB
1224
Ledyard National Bank
$298K -$326K -6,500 -51%
NIM
1225
Nicollet Investment Management
Minnesota
$297K +$1.66K +33 +0.5%
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