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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
YL
1326
YCG LLC
Texas
$288K -$42.8K -729 -13%
AFS
1327
Annapolis Financial Services
Maryland
$288K – – –
CAS
1328
Cascadia Advisory Services
Oregon
$288K – – –
CCC
1329
Chelsea Counsel Company
California
$288K – – –
LWM
1330
Liberty Wealth Management
California
$288K +$49.2K +838 +20%
CIP
1331
Convergence Investment Partners
Florida
$286K -$9.45K -161 -3%
NP
1332
NorthRock Partners
Minnesota
$286K +$40.5K +691 +16%
HCA
1333
Hyperion Capital Advisors
New York
$285K – – –
EP
1334
EPIQ Partners
Minnesota
$284K +$4.81K +82 +2%
PCMK
1335
Paragon Capital Management (Kansas)
Kansas
$282K – – –
LSA
1336
Leonteq Securities AG
Switzerland
$282K +$116K +1,977 +67%
VBFP
1337
Valtinson Bruner Financial Planning
Minnesota
$281K +$20.7K +353 +8%
GAM
1338
Gemmer Asset Management
California
$280K +$1.06K +18 +0.4%
WA
1339
Waverly Advisors
Alabama
$279K +$64.2K +1,094 +30%
BDF
1340
Balasa Dinverno & Foltz
$277K – – –
MHIC
1341
Marble Harbor Investment Counsel
Massachusetts
$277K – – –
HPC
1342
HM Payson & Co
Maine
$276K -$35.5K -605 -11%
FCFC
1343
First Commonwealth Financial Corp
Pennsylvania
$276K -$9.45K -161 -3%
GPA
1344
Garrison Point Advisors
California
$276K – – –
CAGAS
1345
Capital Advisory Group Advisory Services
Minnesota
$275K +$232K +3,952 +451%
LCM
1346
LVM Capital Management
Michigan
$273K – – –
FWM
1347
Frontier Wealth Management
Missouri
$271K -$8.56K -146 -3%
FBFS
1348
First Business Financial Services
Wisconsin
$271K – – –
OWA
1349
Octavia Wealth Advisors
Ohio
$269K +$3.34K +57 +1%
GA
1350
GoalVest Advisory
New York
$269K +$18.6K +317 +7%
52 53
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55 56