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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1226
CPWM LLC
Washington
$264K – – –
HS
1227
Horan Securities
United States
$260K -$387K -7,300 -60%
AFC
1228
AFT Forsyth & Company
Florida
$257K – – –
MFS
1229
Madrona Financial Services
Washington
$256K +$53 +1 +0%
CFGS
1230
Concourse Financial Group Securities
Alabama
$256K +$255K +4,818 New
KF
1231
Krilogy Financial
Missouri
$255K +$256K +4,828 New
ST
1232
Smithfield Trust
Pennsylvania
$253K -$6.89K -130 -3%
FNFDCM
1233
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$253K -$1.06K -20 -0.4%
BAM
1234
Belpointe Asset Management
Nevada
$251K -$419K -7,903 -62%
HL
1235
HeadInvest LLC
Maine
$251K -$4.93K -93 -2%
WIP
1236
Wellesley Investment Partners
Massachusetts
$251K +$36.7K +693 +17%
HH
1237
Hilltop Holdings
Texas
$250K +$6.83K +129 +3%
GC
1238
Garde Capital
Washington
$249K +$6.83K +129 +3%
CTA
1239
Chesley Taft & Associates
Illinois
$248K – – –
CBT
1240
Capital Bank & Trust
California
$246K – – –
CGL
1241
Clarius Group LLC
Washington
$246K +$247K +4,656 New
RI
1242
Ridgewood Investments
New Jersey
$245K +$29.5K +556 +14%
VAM
1243
Visionary Asset Management
Texas
$243K +$242K +4,562 New
JIC
1244
Joel Isaacson & Co
New York
$242K – – –
CCB
1245
Cutter & Co Brokerage
Missouri
$242K +$243K +4,581 New
M
1246
MOTCO
Texas
$240K – – –
BWM
1247
BigSur Wealth Management
Florida
$239K -$207K -3,900 -46%
SBL
1248
Sargent Bickham Lagudis
Colorado
$239K +$53 +1 +0%
AAM
1249
Aureus Asset Management
Massachusetts
$238K – – –
GWCM
1250
Godshalk Welsh Capital Management
Pennsylvania
$238K – – –
48 49
50
51 52