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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1226
Charter Research & Investment Group
Connecticut
$393K – – –
SWM
1227
Sculati Wealth Management
Michigan
$393K – – –
IHL
1228
Investment House LLC
California
$392K -$5.69K -100 -1%
BFPW
1229
BOK Financial Private Wealth
Colorado
$392K +$19.3K +339 +5%
FCA
1230
FinTrust Capital Advisors
South Carolina
$392K +$58.2K +1,022 +18%
ODCM
1231
Old Dominion Capital Management
Virginia
$391K – – –
CS
1232
Capital Square
Tennessee
$388K – – –
CSPAM
1233
Cary Street Partners Asset Management
Virginia
$388K – – –
PTC
1234
Provident Trust Company
Wisconsin
$388K – – –
CIA
1235
Capital Investment Advisors
Georgia
$388K +$81.9K +1,438 +28%
FCA
1236
FLC Capital Advisors
California
$387K – – –
HCM
1237
HM Capital Management
Missouri
$384K – – –
AAM
1238
Augustine Asset Management
Florida
$383K -$3.7K -65 -1%
BCM
1239
Brookstone Capital Management
Illinois
$380K +$47.4K +832 +16%
CBTWT
1240
Community Bank & Trust (Waco, Texas)
Texas
$379K – – –
GFS
1241
GYL Financial Synergies
Connecticut
$379K +$683 +12 +0.2%
DCM
1242
Driehaus Capital Management
Illinois
$378K +$153K +2,685 +73%
BB
1243
Bell Bank
North Dakota
$374K – – –
CPWA
1244
Cerro Pacific Wealth Advisors
California
$373K -$175K -3,073 -33%
CAM
1245
Cidel Asset Management
Ontario, Canada
$372K +$7.46K +131 +2%
TB
1246
Terril Brothers
Missouri
$371K -$17.1K -300 -5%
WAAG
1247
Wealth Alliance Advisory Group
Kansas
$371K +$3.42K +60 +1%
BCM
1248
Bluefin Capital Management
New York
$369K -$341K -5,981 -49%
PMG
1249
ProVise Management Group
Florida
$369K +$5.69K +100 +2%
ASFA
1250
All Season Financial Advisors
Colorado
$369K +$353K +6,202 New
48 49
50
51 52