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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1301
Creekside Partners
California
$406K – – –
ESB
1302
Essex Savings Bank
Connecticut
$405K -$11.3K -229 -3%
DWM
1303
Diversify Wealth Management
Utah
$405K +$34.9K +710 +10%
HHGA
1304
Halbert Hargrove Global Advisors
California
$405K -$3.69K -75 -1%
IIA
1305
Integral Investment Advisors
California
$404K – – –
SIC
1306
Sterling Investment Counsel
New York
$402K +$413K +8,404 New
WCP
1307
Wick Capital Partners
Pennsylvania
$401K +$370K +7,517 New
BFIM
1308
Beese Fulmer Investment Management
Ohio
$400K +$140K +2,843 +62%
IWA
1309
IVC Wealth Advisors
Pennsylvania
$399K -$3.89K -79 -1%
CCFCSB
1310
Cape Cod Five Cents Savings Bank
Massachusetts
$399K – – –
OCA
1311
OpenArc Corporate Advisory
Georgia
$399K +$368K +7,476 New
AFG
1312
Allegheny Financial Group
Pennsylvania
$398K – – –
LC
1313
Landaas & Company
Wisconsin
$398K +$2.02K +41 +0.6%
SL
1314
Sentinus LLC
Illinois
$397K +$366K +7,444 New
SIC
1315
Salem Investment Counselors
North Carolina
$395K +$215K +4,365 +146%
LIA
1316
Lynx Investment Advisory
District of Columbia
$394K -$8.8K -179 -2%
CA
1317
Continuum Advisory
Idaho
$394K -$59.4K -1,208 -14%
M1FG
1318
Mach-1 Financial Group
Arkansas
$394K +$363K +7,383 New
MCM
1319
Manchester Capital Management
Vermont
$394K -$65.8K -1,337 -15%
BDFN
1320
Bond & Devick Financial Network
Minnesota
$391K +$21.2K +431 +6%
FAM
1321
Fenimore Asset Management
New York
$391K – – –
GWM
1322
Gibbs Wealth Management
Georgia
$390K -$6.2K -126 -2%
FG
1323
Foster Group
Iowa
$389K +$8.76K +178 +3%
FCBT
1324
First Citizens Bank & Trust
North Carolina
$388K -$6.05K -123 -2%
WI
1325
Wedgewood Investors
Pennsylvania
$388K -$49 -1 -0%
51 52
53
54 55