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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1251
Alethea Capital Management
Washington
$294K – – –
KFP
1252
KMG Fiduciary Partners
Ohio
$292K – – –
LOAMS
1253
Lombard Odier Asset Management (Switzerland)
Switzerland
$291K +$65.8K +1,217 +30%
PPCM
1254
Pillar Pacific Capital Management
California
$289K -$24.5K -453 -8%
BFIM
1255
Beese Fulmer Investment Management
Ohio
$288K +$27K +500 +11%
NWP
1256
Northstar Wealth Partners
Connecticut
$287K +$37K +685 +15%
DLCIG
1257
D.L. Carlson Investment Group
New Hampshire
$286K – – –
EM
1258
Excalibur Management
Massachusetts
$286K – – –
QIM
1259
Quest Investment Management
Oregon
$285K – – –
CPC
1260
Congress Park Capital
New York
$282K – – –
RWA
1261
RGT Wealth Advisors
Texas
$282K – – –
GWCM
1262
Godshalk Welsh Capital Management
Pennsylvania
$279K +$16.2K +300 +6%
ER
1263
Enlightenment Research
Florida
$277K -$48.6K -900 -15%
CCM
1264
Cohen Capital Management
California
$277K – – –
CL
1265
CPWM LLC
Washington
$277K – – –
FFA
1266
First Foundation Advisors
California
$277K +$270K +5,004 New
BFO
1267
Biltmore Family Office
North Carolina
$276K +$267K +4,942 New
CIA
1268
Capital Investment Advisors
Georgia
$275K -$26K -482 -9%
RA
1269
RFG Advisory
Alabama
$275K +$57.3K +1,060 +27%
TAM
1270
Trillium Asset Management
Massachusetts
$274K +$24.9K +461 +10%
CSM
1271
CAMG Solamere Management
North Carolina
$272K -$14.1K -260 -5%
AFC
1272
AFT Forsyth & Company
Florida
$270K – – –
HL
1273
HeadInvest LLC
Maine
$270K – – –
MFS
1274
Madrona Financial Services
Washington
$268K +$108 +2 +0%
GVAG
1275
Great Valley Advisor Group
Delaware
$268K +$14.3K +264 +6%
49 50
51
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