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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1501
Versant Capital Management
Arizona
$72K – – –
TIM
1502
Tortoise Investment Management
New York
$71K +$4.99K +100 +8%
SC
1503
Sierra Capital
Florida
$71K +$64.5K +1,291 New
MC
1504
Maverick Capital
Texas
$70K -$1.21M -24,213 -95%
HDIM
1505
Hanson & Doremus Investment Management
Vermont
$69K – – –
BWA
1506
BDO Wealth Advisors
Florida
$69K +$2.5K +50 +4%
TSW
1507
Thompson Siegel & Walmsley
Virginia
$67K +$449 +9 +0.8%
PWM
1508
Prentice Wealth Management
New York
$67K +$60.7K +1,215 New
SGAM
1509
Smith Group Asset Management
Texas
$66K +$8.19K +164 +16%
PFGIA
1510
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$6.69K +134 +13%
LFG
1511
Larson Financial Group
Missouri
$64K -$56.8K -1,137 -50%
RG
1512
Retirement Group
California
$62K -$7.49K -150 -12%
CCM
1513
Cribstone Capital Management
Maine
$62K – – –
SNT
1514
Security National Trust
West Virginia
$60K – – –
RWM
1515
Raffa Wealth Management
District of Columbia
$58.9K +$1.3K +26 +3%
AIC
1516
Archer Investment Corporation
Indiana
$57.5K – – –
RE
1517
RBC Europe
United Kingdom
$56.7K – – –
BWP
1518
Baldwin Wealth Partners
Massachusetts
$56K -$516K -10,325 -91%
LWA
1519
Lenox Wealth Advisors
New York
$56K -$19.9K -399 -28%
FMTCOCP
1520
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$56K +$40.8K +816 +429%
GEA
1521
Glen Eagle Advisors
New Jersey
$55.6K -$84.8K -1,699 -63%
CAM
1522
Costello Asset Management
Pennsylvania
$55K – – –
PCFFS
1523
Pacific Center for Financial Services
California
$55K – – –
ADIM
1524
Alpha DNA Investment Management
Maryland
$51K -$793K -15,883 -94%
FA
1525
Financial Avengers
California
$51K +$400 +8 +0.9%
59 60
61
62 63