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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1451
Personal CFO Solutions
New Jersey
$213K +$219K +3,740 New
SWA
1452
Sutton Wealth Advisors
Florida
$212K – – –
RIG
1453
Roosevelt Investment Group
New York
$211K +$218K +3,712 New
WFS
1454
Weitzel Financial Services
Iowa
$210K – – –
KMC
1455
Kirr Marbach & Co
Indiana
$210K – – –
CWA
1456
Clearview Wealth Advisors
Oregon
$210K +$53.5K +912 +33%
WFI
1457
West Family Investments
California
$210K +$216K +3,682 New
PFS
1458
Physicians Financial Services
North Carolina
$209K – – –
DCM
1459
Driehaus Capital Management
Illinois
$209K +$216K +3,674 New
HVIA
1460
Hudson Valley Investment Advisors
New York
$208K – – –
VV
1461
Verity & Verity
South Carolina
$208K – – –
PFBT
1462
Parkside Financial Bank & Trust
Missouri
$207K +$1.17K +20 +0.6%
GCP
1463
Gill Capital Partners
Colorado
$207K +$213K +3,639 New
GAM
1464
Gotham Asset Management
New York
$206K -$265K -4,523 -56%
CCB
1465
Cutter & Co Brokerage
Missouri
$206K +$59 +1 +0%
TFCP
1466
Twin Focus Capital Partners
Massachusetts
$205K +$211K +3,603 New
MFS
1467
Madrona Financial Services
Washington
$204K +$210K +3,577 New
VCM
1468
Vigilant Capital Management
Maine
$203K +$3.75K +64 +2%
IAMOG
1469
Investors Asset Management of Georgia
Georgia
$202K -$14.7K -250 -7%
MWPCG
1470
Measured Wealth Private Client Group
New Hampshire
$202K +$208K +3,550 New
FPFS
1471
First Personal Financial Services
North Carolina
$199K -$34.6K -590 -14%
GI
1472
Gradient Investments
Minnesota
$198K -$6.39K -109 -3%
CBT
1473
CoreFirst Bank & Trust
Kansas
$195K – – –
HI
1474
Hudock Inc
Pennsylvania
$192K -$9.39K -160 -5%
LD
1475
Lipe & Dalton
New York
$187K +$192K +3,275 New
57 58
59
60 61