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US Bancorp
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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JGCM
1926
Joseph Group Capital Management
Ohio
USD 22.3 k +USD 4.76 k +85 +30%
FG
1927
Fairman Group
Pennsylvania
USD 22.3 k +USD 224 +4 +1%
PMIM
1928
Prudent Man Investment Management
Colorado
USD 22.3 k – – –
JFG
1929
JDM Financial Group
Texas
USD 21.9 k – – –
Albion Financial Group
1930
Albion Financial Group
Utah
USD 21.8 k – – –
CFS
1931
CGC Financial Services
Oregon
USD 21.7 k +USD 15.5 k +277 +334%
SHP Wealth Management
1932
SHP Wealth Management
Massachusetts
USD 21.5 k +USD 4.37 k +78 +28%
FC
1933
Fairscale Capital
New Hampshire
USD 21.4 k – – –
SJS Investment Consulting
1934
SJS Investment Consulting
Ohio
USD 21.2 k -USD 4.6 k -82 -19%
HHM Wealth Advisors
1935
HHM Wealth Advisors
Tennessee
USD 20.9 k – – –
MBFW
1936
Morton Brown Family Wealth
Pennsylvania
USD 20.8 k +USD 168 +3 +0.9%
Strategic Wealth Partners
1937
Strategic Wealth Partners
Ohio
USD 20.6 k -USD 9.41 k -168 -33%
Meeder Asset Management
1938
Meeder Asset Management
Ohio
USD 20.4 k +USD 3.64 k +65 +24%
GCM
1939
Gables Capital Management
Florida
USD 19.9 k – – –
SR
1940
Syntax Research
Florida
USD 19.7 k – – –
MCA
1941
McGuire Capital Advisors
Oklahoma
USD 19.4 k – – –
MSWM
1942
Mowery & Schoenfeld Wealth Management
Illinois
USD 19.3 k – – –
AW
1943
Avion Wealth
Texas
USD 19 k -USD 560 -10 -3%
J. Safra Asset Management
1944
J. Safra Asset Management
New York
USD 18.7 k -USD 1.79 k -32 -9%
Kelleher Financial Advisors
1945
Kelleher Financial Advisors
New York
USD 18.7 k +USD 17.4 k +310 Nuevas
Heritage Wealth Advisors
1946
Heritage Wealth Advisors
Virginia
USD 18.4 k – – –
BC
1947
Barrett & Company
Rhode Island
USD 18.1 k – – –
WCM
1948
Westend Capital Management
California
USD 18.1 k – – –
IA
1949
Icon Advisers
Colorado
USD 18.1 k +USD 16.8 k +300 Nuevas
BOK Financial Private Wealth
1950
BOK Financial Private Wealth
Colorado
USD 18 k +USD 4.71 k +84 +40%
76 77
78
79 80