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US Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
DACS
2001
Dymon Asia Capital (Singapore)
Singapore
– -$3.08M -57,800 Closed
ET
2002
Entropy Technologies
New York
– -$2.91M -54,511 Closed
BAM
2003
Bayview Asset Management
Florida
– -$2.67M -50,000 Closed
HAG
2004
HighPoint Advisor Group
Illinois
– -$2.46M -46,055 Closed
JWCA
2005
J.W. Cole Advisors
Florida
– -$2.18M -44,907 Closed
Capital Fund Management (CFM)
2006
Capital Fund Management (CFM)
France
– -$2.17M -39,494 Closed
PRP
2007
Peak Retirement Planning
Ohio
– -$2.03M -38,008 Closed
IUHSA
2008
Itau Unibanco Holding S.A.
Brazil
– -$1.77M -33,142 Closed
CAS
2009
Coppell Advisory Solutions
Texas
– -$1.76M -32,475 Closed
LAM
2010
LECAP Asset Management
United Kingdom
– -$1.28M -23,901 Closed
MMHP
2011
Murphy Middleton Hinkle & Parker
Georgia
– -$1.46M -23,408 Closed
Balyasny Asset Management
2012
Balyasny Asset Management
Illinois
– -$1.28M -23,262 Closed
PWS
2013
Peloton Wealth Strategists
Indiana
– -$1.1M -20,625 Closed
DS
2014
DRW Securities
Illinois
– -$927K -17,402 Closed
IA
2015
IFG Advisory
Georgia
– -$926K -17,352 Closed
EC
2016
EntryPoint Capital
New York
– -$895K -16,773 Closed
BCM
2017
Bluefin Capital Management
New York
– -$880K -16,500 Closed
VI
2018
Versor Investments
New York
– -$832K -15,600 Closed
BWA
2019
Brave Warrior Advisors
New York
– -$800K -15,000 Closed
DFCM
2020
Dark Forest Capital Management
Puerto Rico
– -$799K -14,970 Closed
BBFA
2021
Brindle & Bay Financial Advisors
Texas
– -$795K -14,893 Closed
Capstone Investment Advisors
2022
Capstone Investment Advisors
New York
– -$783K -14,241 Closed
MPIA
2023
Milestones Private Investment Advisors
New York
– -$757K -14,189 Closed
CFM
2024
Catalyst Funds Management
Australia
– -$742K -13,900 Closed
AWM
2025
Axxcess Wealth Management
California
– -$700K -13,124 Closed