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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
1351
Quest Investment Management
Oregon
$306K – – –
HAIM
1352
Hunter Associates Investment Management
Pennsylvania
$305K +$298K +5,150 New
SFWA
1353
Summit Financial Wealth Advisors
Louisiana
$304K – – –
LNB
1354
Ledyard National Bank
$303K +$296K +5,115 New
CPC
1355
Congress Park Capital
New York
$302K – – –
RWA
1356
RGT Wealth Advisors
Texas
$302K – – –
CS
1357
Cannell & Spears
New York
$301K -$260K -4,492 -47%
FFA
1358
First Foundation Advisors
California
$300K +$3.06K +53 +1%
GWCM
1359
Godshalk Welsh Capital Management
Pennsylvania
$299K – – –
CIA
1360
Capital Investment Advisors
Georgia
$299K +$4.34K +75 +2%
CCB
1361
Cutter & Co Brokerage
Missouri
$298K -$90.2K -1,560 -24%
MGWM
1362
Marks Group Wealth Management
Minnesota
$298K +$291K +5,026 New
HAI
1363
Hennessy Advisors Inc
California
$296K -$202K -3,500 -41%
CCM
1364
Cohen Capital Management
California
$296K – – –
HCA
1365
Hyperion Capital Advisors
New York
$296K +$289K +5,000 New
IAMOG
1366
Investors Asset Management of Georgia
Georgia
$291K +$284K +4,915 New
ST
1367
Smithfield Trust
Pennsylvania
$289K -$69.4K -1,200 -20%
AFC
1368
AFT Forsyth & Company
Florida
$289K – – –
HL
1369
HeadInvest LLC
Maine
$289K – – –
GCMG
1370
Gyroscope Capital Management Group
Florida
$288K -$5.78K -100 -2%
MFS
1371
Madrona Financial Services
Washington
$288K +$116 +2 +0%
GVAG
1372
Great Valley Advisor Group
Delaware
$288K +$463 +8 +0.2%
KFP
1373
KMG Fiduciary Partners
Ohio
$285K -$27.2K -470 -9%
MWM
1374
Mattern Wealth Management
Kansas
$284K +$276K +4,782 New
CL
1375
CPWM LLC
Washington
$282K -$14.5K -251 -5%
53 54
55
56 57