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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1326
Axiom Financial Strategies
Indiana
$227K – – –
BDF
1327
Balasa Dinverno & Foltz
$227K +$206K +4,870 New
GI
1328
Gradient Investments
Minnesota
$226K -$3.89K -92 -1%
MHIC
1329
Marble Harbor Investment Counsel
Massachusetts
$226K +$205K +4,854 New
GA
1330
Geller Advisors
New York
$225K +$130K +3,067 New
GPA
1331
Garrison Point Advisors
California
$225K +$205K +4,840 New
LCM
1332
LVM Capital Management
Michigan
$224K +$204K +4,816 New
T
1333
TOBAM
France
$223K – – –
W
1334
WealthStone
Ohio
$222K +$202K +4,774 New
PP
1335
Paloma Partners
Connecticut
$221K -$443K -10,462 -69%
LIM
1336
Loudon Investment Management
New Hampshire
$221K +$200K +4,735 New
HCP
1337
Holt Capital Partners
Texas
$221K +$201K +4,750 New
SVWAG
1338
Sound View Wealth Advisors Group
Georgia
$218K +$198K +4,669 New
SDWIA
1339
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$198K +4,671 New
FIM
1340
Freedom Investment Management
Connecticut
$218K +$198K +4,678 New
PPCM
1341
Pillar Pacific Capital Management
California
$217K +$197K +4,650 New
FANJ
1342
Financial Architects (New Jersey)
New Jersey
$215K +$196K +4,623 New
FB
1343
Fulton Bank
Pennsylvania
$214K +$194K +4,582 New
JIC
1344
Joel Isaacson & Co
New York
$214K +$194K +4,587 New
TI
1345
Tidal Investments
Wisconsin
$214K +$195K +4,603 New
VBFP
1346
Valtinson Bruner Financial Planning
Minnesota
$213K +$180K +4,258 New
TWM
1347
Titus Wealth Management
California
$213K +$193K +4,563 New
AC
1348
Allstate Corporation
Illinois
$213K +$193K +4,570 New
FNFDCM
1349
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$212K +$192K +4,541 New
FWM
1350
Frontier Wealth Management
Missouri
$212K +$193K +4,558 New
52 53
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