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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1301
Zions Bancorporation
Utah
$38K -$5.51K -107 -13%
MWM
1302
Mascoma Wealth Management
New Hampshire
$38K – – –
HH
1303
HWG Holdings
Texas
$37K +$36.3K +705 New
PCM
1304
Penserra Capital Management
California
$32K +$32.7K +634 New
BWM
1305
Baystate Wealth Management
Massachusetts
$31K +$52 +1 +0.2%
PCP
1306
Proficio Capital Partners
Massachusetts
$31K +$567 +11 +2%
GBT
1307
Grove Bank & Trust
Florida
$30K +$20.3K +395 +214%
BAM
1308
Bruderman Asset Management
New York
$30K +$29.6K +575 New
AIM
1309
Arcadia Investment Management
Michigan
$28K – – –
RFWA
1310
RPg Family Wealth Advisory
Massachusetts
$26.6K -$12.8K -249 -33%
AC
1311
Alexandria Capital
Virginia
$26K – – –
CFD
1312
Creative Financial Designs
Indiana
$24K +$2.06K +40 +9%
MCIA
1313
Mountain Capital Investment Advisors
Colorado
$23K +$22.4K +435 New
HCC
1314
Hirtle Callaghan & Co
Pennsylvania
$22K -$5.67K -110 -20%
FMP
1315
Financial Management Professionals
Texas
$20K – – –
DPA
1316
Delphi Private Advisors
California
$20K +$25.1K +487 New
IR
1317
Invictus RG
Bermuda
$19K -$59.9K -1,162 -76%
CAL
1318
Capital Advisors Ltd
Ohio
$18K – – –
PCFFS
1319
Pacific Center for Financial Services
California
$18K – – –
SIC
1320
Salem Investment Counselors
North Carolina
$16K +$16.1K +312 New
TFA
1321
Transamerica Financial Advisors
Florida
$15K -$3.79M -73,669 -100%
PCA
1322
Peddock Capital Advisors
Massachusetts
$14K -$15.5K -300 -52%
WA
1323
Winfield Associates
Ohio
$14K – – –
SFSIG
1324
San Francisco Sentry Investment Group
California
$13K +$13K +252 New
SMFG
1325
Sumitomo Mitsui Financial Group
Japan
$13K +$13.1K +254 New
51 52
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