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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
1501
Abel Hall LLC
Louisiana
$213K +$219K +4,452 New
BDFN
1502
Bond & Devick Financial Network
Minnesota
$213K – – –
BWP
1503
Burling Wealth Partners
Illinois
$212K +$218K +4,433 New
HOWA
1504
Heritage Oak Wealth Advisors
Florida
$212K -$140K -2,843 -39%
PWW
1505
Pettyjohn Wood & White
Virginia
$211K -$492 -10 -0.2%
RZH
1506
Relyea Zuckerberg Hanson
Connecticut
$211K +$217K +4,409 New
CHC
1507
City Holding Co
West Virginia
$211K -$64.4K -1,310 -23%
OCM
1508
One Capital Management
California
$211K – – –
ABLA
1509
Alan B. Lancz & Associates
Ohio
$210K – – –
SFA
1510
Souders Financial Advisors
Ohio
$210K +$216K +4,394 New
MA
1511
MJP Associates
Connecticut
$210K +$216K +4,390 New
PAMG
1512
Patton Albertson Miller Group
Tennessee
$210K +$216K +4,382 New
CA
1513
CWC Advisors
Oregon
$209K +$215K +4,367 New
CCMI
1514
Creative Capital Management Investments
California
$209K +$2.12K +43 +1%
PAA
1515
Peregrine Asset Advisers
Oregon
$208K +$214K +4,347 New
GIA
1516
Gateway Investment Advisers
Ohio
$208K -$35.7K -725 -14%
RBFC
1517
Roman Butler Fullerton & Co
Missouri
$208K -$11.5K -233 -5%
PWMAG
1518
Pinnacle Wealth Management Advisory Group
New Jersey
$207K +$213K +4,336 New
WFA
1519
West Financial Advisors
Iowa
$207K +$213K +4,329 New
BAS
1520
Brueske Advisory Services
Washington
$207K +$213K +4,324 New
MC
1521
Miramar Capital
Illinois
$206K +$212K +4,300 New
IA
1522
Integrity Alliance
Iowa
$205K +$211K +4,280 New
BFM
1523
Boston Financial Management
Massachusetts
$204K +$210K +4,273 New
GM
1524
GeoWealth Management
Illinois
$204K -$33.5K -681 -14%
BIA
1525
Beacon Investment Advisors
Maryland
$203K +$209K +4,250 New
59 60
61
62 63