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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1226
Level Four Advisory Services
Texas
$262K -$105K -2,881 -27%
BCM
1227
Boltwood Capital Management
California
$260K -$16.4K -450 -5%
CFG
1228
Cooper Financial Group
California
$259K +$24.1K +662 +9%
CIAS
1229
Capital Investment Advisory Services
North Carolina
$258K -$80.7K -2,214 -22%
KWM
1230
Kolinsky Wealth Management
New Jersey
$257K +$50.8K +1,395 +22%
LWCFA
1231
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$6.88K -189 -2%
IW
1232
Imprint Wealth
South Carolina
$255K -$760K -20,851 -73%
FCH
1233
Freestone Capital Holdings
Washington
$254K -$36.6K -1,004 -12%
SIC
1234
Sterling Investment Counsel
New York
$254K +$30.4K +835 +12%
CAM
1235
Concorde Asset Management
Michigan
$254K +$5.03K +138 +2%
SB
1236
Strategic Blueprint
Georgia
$253K +$3.57K +98 +1%
AFG
1237
Allegheny Financial Group
Pennsylvania
$253K +$8.85K +243 +3%
CIC
1238
Chase Investment Counsel
Virginia
$253K -$21.9K -600 -7%
BAM
1239
Byrne Asset Management
New Jersey
$252K +$911 +25 +0.3%
LSA
1240
Leonteq Securities AG
Switzerland
$251K -$121K -3,318 -30%
FCFC
1241
First Citizens Financial Corp
Iowa
$250K -$234K -6,411 -46%
FIB
1242
First Interstate Bank
Montana
$250K -$24.6K -675 -8%
RP
1243
Riverbridge Partners
Minnesota
$250K – – –
AT
1244
Arden Trust
Delaware
$249K -$21.5K -589 -7%
DGAM
1245
Desjardins Global Asset Management
Quebec, Canada
$249K -$237K -6,514 -46%
MWC
1246
MBM Wealth Consultants
Missouri
$249K -$54.6K -1,498 -16%
SFB
1247
STAR Financial Bank
Indiana
$249K -$25.9K -710 -9%
LRPA
1248
L. Roy Papp & Associates
Arizona
$248K -$16.8K -460 -6%
CAG
1249
Crestwood Advisors Group
Massachusetts
$247K +$272K +7,476 New
CFP
1250
Catalyst Financial Partners
Massachusetts
$247K +$30.3K +833 +13%
48 49
50
51 52