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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1276
RGT Wealth Advisors
Texas
$267K +$262K +5,090 New
CCM
1277
Cohen Capital Management
California
$262K – – –
CL
1278
CPWM LLC
Washington
$262K – – –
AFC
1279
AFT Forsyth & Company
Florida
$256K – – –
M
1280
MOTCO
Texas
$256K +$26.4K +512 +12%
JIC
1281
Joel Isaacson & Co
New York
$255K -$29.4K -571 -11%
HL
1282
HeadInvest LLC
Maine
$255K +$15.5K +300 +7%
MFS
1283
Madrona Financial Services
Washington
$254K +$103 +2 +0%
PWAG
1284
Polaris Wealth Advisory Group
California
$253K +$246K +4,770 New
FNFDCM
1285
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$251K – – –
AWA
1286
Arete Wealth Advisors
Illinois
$251K +$24.8K +481 +11%
FWM
1287
Focused Wealth Management
New York
$250K -$45K -874 -15%
CIP
1288
Convergence Investment Partners
Florida
$250K +$1.65K +32 +0.7%
HCP
1289
Holt Capital Partners
Texas
$249K -$12.9K -250 -5%
MWPCG
1290
Measured Wealth Private Client Group
New Hampshire
$249K -$5.67K -110 -2%
GWCM
1291
Godshalk Welsh Capital Management
Pennsylvania
$249K +$12.9K +250 +6%
RA
1292
Rational Advisors
New York
$248K +$53.2K +1,033 +28%
IWC
1293
Integrated Wealth Concepts
Massachusetts
$247K -$9.48K -184 -4%
HTHT
1294
Hemenway Trust Hemenway Trust
New Hampshire
$247K -$8.86K -172 -4%
BFIM
1295
Beese Fulmer Investment Management
Ohio
$247K – – –
BS
1296
Banco Santander
Spain
$246K -$14.7K -285 -6%
KBFS
1297
Kohmann Bosshard Financial Services
Ohio
$243K -$9.02K -175 -4%
LC
1298
Landaas & Company
Wisconsin
$242K -$155K -2,999 -39%
MWM
1299
Mission Wealth Management
California
$242K +$238K +4,624 New
FBFS
1300
First Business Financial Services
Wisconsin
$241K -$48.4K -940 -17%
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