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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1976
Colonial Trust Advisors
South Carolina
$2.99K +$49 +1 +2%
MGI
1977
Miller Global Investments
Texas
$2.83K +$2.61K +53 New
LC
1978
Luminist Capital
Michigan
$2.67K – – –
WA
1979
WestEnd Advisors
North Carolina
$2.67K +$738 +15 +43%
SA
1980
Strategic Advocates
Utah
$2.46K -$6.39K -130 -74%
CA
1981
Cresta Advisors
Texas
$2.13K +$1.97K +40 New
HFS
1982
Hughes Financial Services
Virginia
$2.08K – – –
AMPWP
1983
Alvarez & Marsal Private Wealth Partners
Florida
$1.94K +$1.77K +36 New
1CP
1984
1015 Capital Partners
Pennsylvania
$1.92K +$1.77K +36 New
YDMI
1985
Y.D. More Investments
Israel
$1.82K -$41.4K -842 -20%
RJA
1986
Ross\Johnson & Associates
Minnesota
$1.71K -$49 -1 -3%
SRCM
1987
Signature Resources Capital Management
California
$1.71K +$1.57K +32 New
CA
1988
Crewe Advisors
Utah
$1.66K -$13.2K -269 -90%
GJIA
1989
Glass Jacobson Investment Advisors
Maryland
$1.6K – – –
HIA
1990
HFM Investment Advisors
New Jersey
$1.6K – – –
MIM
1991
MTM Investment Management
South Carolina
$1.44K – – –
AP
1992
Aspect Partners
Virginia
$1.28K -$12.1K -245 -91%
RS
1993
Rakuten Securities
Japan
$1.17K -$3.15K -64 -74%
NL
1994
NorthAvenue LLC
Ohio
$1.17K +$1.08K +22 New
LIA
1995
Luken Investment Analytics
Tennessee
$1.07K +$984 +20 New
SA
1996
Seneschal Advisors
Washington
$908 -$81.1K -1,649 -99%
SHIM
1997
Stone House Investment Management
Pennsylvania
$907 +$344 +7 +70%
KFG
1998
Kingdom Financial Group
Arizona
$814 +$738 +15 New
WBC
1999
West Branch Capital
Massachusetts
$801 – – –
NL
2000
NVWM LLC
Pennsylvania
$800 +$492 +10 +200%
78 79
80
81 82