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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1301
Convergence Investment Partners
Florida
$244K -$1.83M -43,250 -89%
MPCG
1302
Matrix Private Capital Group
New York
$241K +$217K +5,132 New
YL
1303
YCG LLC
Texas
$240K +$218K +5,145 New
AFS
1304
Annapolis Financial Services
Maryland
$240K +$218K +5,147 New
QIM
1305
Quest Investment Management
Oregon
$240K +$218K +5,157 New
KFP
1306
KMG Fiduciary Partners
Ohio
$240K +$219K +5,183 New
PCM
1307
Pointe Capital Management
Michigan
$237K -$55K -1,300 -20%
IWM
1308
IHT Wealth Management
Illinois
$237K +$216K +5,097 New
SW
1309
SlateStone Wealth
Florida
$236K +$214K +5,057 New
BFPW
1310
BOK Financial Private Wealth
Colorado
$236K +$215K +5,073 New
WA
1311
Wealth Alliance
New York
$235K -$28.1K -664 -12%
CCG
1312
Cypress Capital Group
Florida
$235K +$214K +5,047 New
HCA
1313
Hyperion Capital Advisors
New York
$233K +$212K +5,000 New
RCAG
1314
Rehmann Capital Advisory Group
Michigan
$232K +$211K +4,988 New
LB
1315
Legacy Bridge
Iowa
$231K – – –
PCMK
1316
Paragon Capital Management (Kansas)
Kansas
$231K +$209K +4,950 New
EWA
1317
Encompass Wealth Advisors
Oregon
$231K +$210K +4,955 New
FI
1318
FormulaFolio Investments
Michigan
$230K +$209K +4,927 New
PCA
1319
Personal Capital Advisors
California
$230K +$209K +4,938 New
EP
1320
EPIQ Partners
Minnesota
$229K -$48.3K -1,141 -19%
EI
1321
Ellevest Inc
New York
$228K +$43.3K +1,024 +26%
AFS
1322
Axiom Financial Strategies
Indiana
$227K – – –
BDF
1323
Balasa Dinverno & Foltz
$227K +$206K +4,870 New
GI
1324
Gradient Investments
Minnesota
$226K -$3.89K -92 -1%
MHIC
1325
Marble Harbor Investment Counsel
Massachusetts
$226K +$205K +4,854 New
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