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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1476
Capital Investment Advisory Services
North Carolina
$215K +$102K +1,765 +95%
SCM
1477
Spreng Capital Management
Ohio
$215K +$210K +3,636 New
CTA
1478
Chesley Taft & Associates
Illinois
$214K +$209K +3,610 New
CAM
1479
Columbia Asset Management
Michigan
$214K – – –
NCM
1480
Northwest Capital Management
Oregon
$213K -$3.47K -60 -2%
FMB
1481
Field & Main Bank
Kentucky
$212K -$3.06K -53 -1%
CAM
1482
Cozad Asset Management
Illinois
$212K +$207K +3,577 New
ECG
1483
Edge Capital Group
Georgia
$211K -$22.1K -383 -10%
GIA
1484
Granite Investment Advisors
New Hampshire
$211K +$205K +3,550 New
FP
1485
Fiduciary Planning
Florida
$211K +$226K +3,913 New
NME
1486
Notis-McConarty Edward
$210K +$205K +3,540 New
CG
1487
Corundum Group
Colorado
$210K +$205K +3,548 New
TFS
1488
TrustCore Financial Services
Tennessee
$209K – – –
WP
1489
WMS Partners
Maryland
$208K -$37.6K -651 -16%
LWM
1490
Liberty Wealth Management
California
$208K +$22.7K +392 +13%
LCS
1491
Levin Capital Strategies
New York
$208K +$202K +3,500 New
NIA
1492
Northstar Investment Advisors
Colorado
$208K +$203K +3,503 New
GRQ
1493
Gardner Russo & Quinn
Pennsylvania
$208K +$203K +3,514 New
HPWM
1494
Highland Private Wealth Management
Washington
$207K -$20.1K -348 -9%
OC
1495
Oakworth Capital
Alabama
$207K – – –
SFS
1496
Summit Financial Strategies
Ohio
$207K +$202K +3,489 New
WA
1497
Waverly Advisors
Alabama
$206K -$7.29K -126 -3%
ACP
1498
Aveo Capital Partners
Colorado
$206K – – –
BFO
1499
Boston Family Office
Massachusetts
$206K +$201K +3,481 New
BOTW
1500
Bank of the West
California
$205K -$226K -3,901 -53%
58 59
60
61 62