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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1276
Madrona Financial Services
Washington
$254K +$103 +2 +0%
PWAG
1277
Polaris Wealth Advisory Group
California
$253K +$246K +4,770 New
FNFDCM
1278
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$251K – – –
AWA
1279
Arete Wealth Advisors
Illinois
$251K +$24.8K +481 +11%
FWM
1280
Focused Wealth Management
New York
$250K -$45K -874 -15%
CIP
1281
Convergence Investment Partners
Florida
$250K +$1.65K +32 +0.7%
HCP
1282
Holt Capital Partners
Texas
$249K -$12.9K -250 -5%
MWPCG
1283
Measured Wealth Private Client Group
New Hampshire
$249K -$5.67K -110 -2%
GWCM
1284
Godshalk Welsh Capital Management
Pennsylvania
$249K +$12.9K +250 +6%
RA
1285
Rational Advisors
New York
$248K +$53.2K +1,033 +28%
IWC
1286
Integrated Wealth Concepts
Massachusetts
$247K -$9.48K -184 -4%
HTHT
1287
Hemenway Trust Hemenway Trust
New Hampshire
$247K -$8.86K -172 -4%
BFIM
1288
Beese Fulmer Investment Management
Ohio
$247K – – –
BS
1289
Banco Santander
Spain
$246K -$14.7K -285 -6%
KBFS
1290
Kohmann Bosshard Financial Services
Ohio
$243K -$9.02K -175 -4%
LC
1291
Landaas & Company
Wisconsin
$242K -$155K -2,999 -39%
MWM
1292
Mission Wealth Management
California
$242K +$238K +4,624 New
FBFS
1293
First Business Financial Services
Wisconsin
$241K -$48.4K -940 -17%
BWM
1294
BigSur Wealth Management
Florida
$240K – – –
GVAG
1295
Great Valley Advisor Group
Delaware
$240K +$236K +4,587 New
LB
1296
Legacy Bridge
Iowa
$239K – – –
MG
1297
MilWealth Group
Wisconsin
$236K – – –
SWK
1298
Stephen W. Kidder
$236K -$10.3K -200 -4%
AAM
1299
Aureus Asset Management
Massachusetts
$236K – – –
NWP
1300
Northstar Wealth Partners
Connecticut
$236K – – –
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