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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1301
Mitchell Sinkler & Starr
Pennsylvania
$248K -$37K -875 -14%
LC
1302
Lincoln Capital
Nebraska
$247K +$225K +5,307 New
SSB
1303
Sandy Spring Bank
Maryland
$246K -$1.74K -41 -0.8%
EIG
1304
Ellenbecker Investment Group
Wisconsin
$246K +$223K +5,272 New
CIP
1305
Convergence Investment Partners
Florida
$244K -$1.83M -43,250 -89%
MPCG
1306
Matrix Private Capital Group
New York
$241K +$217K +5,132 New
YL
1307
YCG LLC
Texas
$240K +$218K +5,145 New
AFS
1308
Annapolis Financial Services
Maryland
$240K +$218K +5,147 New
QIM
1309
Quest Investment Management
Oregon
$240K +$218K +5,157 New
KFP
1310
KMG Fiduciary Partners
Ohio
$240K +$219K +5,183 New
PCM
1311
Pointe Capital Management
Michigan
$237K -$55K -1,300 -20%
IWM
1312
IHT Wealth Management
Illinois
$237K +$216K +5,097 New
SW
1313
SlateStone Wealth
Florida
$236K +$214K +5,057 New
BFPW
1314
BOK Financial Private Wealth
Colorado
$236K +$215K +5,073 New
WA
1315
Wealth Alliance
New York
$235K -$28.1K -664 -12%
CCG
1316
Cypress Capital Group
Florida
$235K +$214K +5,047 New
HCA
1317
Hyperion Capital Advisors
New York
$233K +$212K +5,000 New
RCAG
1318
Rehmann Capital Advisory Group
Michigan
$232K +$211K +4,988 New
LB
1319
Legacy Bridge
Iowa
$231K – – –
PCMK
1320
Paragon Capital Management (Kansas)
Kansas
$231K +$209K +4,950 New
EWA
1321
Encompass Wealth Advisors
Oregon
$231K +$210K +4,955 New
FI
1322
FormulaFolio Investments
Michigan
$230K +$209K +4,927 New
PCA
1323
Personal Capital Advisors
California
$230K +$209K +4,938 New
EP
1324
EPIQ Partners
Minnesota
$229K -$48.3K -1,141 -19%
EI
1325
Ellevest Inc
New York
$228K +$43.3K +1,024 +26%
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