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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1276
HeadInvest LLC
Maine
$270K – – –
MFS
1277
Madrona Financial Services
Washington
$268K +$108 +2 +0%
GVAG
1278
Great Valley Advisor Group
Delaware
$268K +$14.3K +264 +6%
MF
1279
Madrona Funds
Washington
$268K +$262K +4,851 New
TC
1280
Trust Company
Kansas
$265K -$16.2K -300 -6%
MBT
1281
Montecito Bank & Trust
California
$265K +$25.1K +465 +11%
FWM
1282
Focused Wealth Management
New York
$264K – – –
CIP
1283
Convergence Investment Partners
Florida
$264K +$486 +9 +0.2%
GCMG
1284
Gyroscope Capital Management Group
Florida
$263K -$5.4K -100 -2%
HCP
1285
Holt Capital Partners
Texas
$263K – – –
IWC
1286
Integrated Wealth Concepts
Massachusetts
$262K +$811 +15 +0.3%
WAM
1287
Weiss Asset Management
Massachusetts
$262K +$43.7K +808 +21%
DJSG
1288
D.J. St. Germain
Massachusetts
$257K -$60.8K -1,125 -19%
MWM
1289
Mission Wealth Management
California
$256K +$162 +3 +0.1%
LC
1290
Landaas & Company
Wisconsin
$256K +$1.08K +20 +0.4%
LFAS
1291
Level Four Advisory Services
Texas
$255K -$98.2K -1,817 -28%
HIIFS
1292
Harel Insurance Investments & Financial Services
Israel
$255K +$162K +3,000 +188%
JIC
1293
Joel Isaacson & Co
New York
$254K -$14.9K -275 -6%
FNFDCM
1294
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$254K -$10.6K -196 -4%
BWM
1295
BigSur Wealth Management
Florida
$251K – – –
FWCM
1296
First Western Capital Management
California
$250K -$56.6K -1,048 -19%
CAM
1297
Close Asset Management
United Kingdom
$250K – – –
BWP
1298
BSW Wealth Partners
Colorado
$250K +$15.1K +280 +7%
MG
1299
MilWealth Group
Wisconsin
$250K – – –
AUB
1300
Atlantic Union Bankshares
Virginia
$249K – – –
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