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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2001
Gleason Group
Kentucky
$4.77K +$4.43K +79 New
FMP
2002
Financial Management Professionals
Texas
$4.69K – – –
CFM
2003
Cornerstone Financial Management
Massachusetts
$4.35K +$1.96K +35 +95%
HIA
2004
HFM Investment Advisors
New Jersey
$3.93K +$1.96K +35 +117%
GFL
2005
Granite FO LLC
New Hampshire
$3.87K – – –
CIAS
2006
CBIZ Investment Advisory Services
Ohio
$3.83K – – –
PJC
2007
Phillip James Consulting
Minnesota
$3.81K – – –
NWS
2008
Nvest Wealth Strategies
Ohio
$3.75K +$504 +9 +17%
PF
2009
PlanVest Financial
Maryland
$3.56K – – –
CTA
2010
Colonial Trust Advisors
South Carolina
$3.45K – – –
KCM
2011
Key Capital Management
Tennessee
$3.26K – – –
WA
2012
WestEnd Advisors
North Carolina
$3.26K +$224 +4 +8%
MGI
2013
Miller Global Investments
Texas
$3.2K – – –
LC
2014
Luminist Capital
Michigan
$3.02K +$2.8K +50 New
BCV
2015
Banque Cantonale Vaudoise
Switzerland
$2.98K -$548K -9,773 -17%
AAG
2016
Armstrong Advisory Group
Massachusetts
$2.9K -$4.99K -89 -65%
SRCM
2017
Signature Resources Capital Management
California
$2.72K -$2.46K -44 -49%
BL
2018
BFSG LLC
California
$2.72K -$2.24K -40 -47%
1CP
2019
1015 Capital Partners
Pennsylvania
$2.36K +$168 +3 +8%
TM
2020
Torren Management
California
$2.28K – – –
CFG
2021
CKW Financial Group
Hawaii
$2K +$1.46K +26 New
WA
2022
Whipplewood Advisors
Colorado
$1.93K -$333K -5,936 -99%
RJA
2023
Ross\Johnson & Associates
Minnesota
$1.93K – – –
EI
2024
EFG International
$1.93K +$1.01K +18 +129%
RS
2025
Rakuten Securities
Japan
$1.87K +$392 +7 +29%
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