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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RMP
801
Richards, Merrill & Peterson
Washington
$1.27M +$1.31M +26,565 New
DP
802
Dearborn Partners
Illinois
$1.26M -$66.4K -1,350 -5%
CIG
803
Cairn Investment Group
Washington
$1.25M -$4.28K -87 -0.3%
W
804
Wealthquest
Ohio
$1.24M -$4.23K -86 -0.3%
LCWP
805
Legacy Capital Wealth Partners
Arkansas
$1.24M -$81.3K -1,653 -6%
PFM
806
Potomac Fund Management
Florida
$1.23M +$1.27M +25,807 New
SCI
807
Stableford Capital II
Arizona
$1.23M -$14.7K -299 -1%
PTB
808
Pioneer Trust Bank
Oregon
$1.21M -$70.8K -1,440 -5%
CCA
809
Cravens & Co Advisors
Tennessee
$1.21M +$1.24M +25,212 New
SRA
810
Secured Retirement Advisors
Minnesota
$1.2M +$1.23M +25,053 New
LGWM
811
Litman Gregory Wealth Management
California
$1.2M -$167K -3,387 -12%
MFP
812
Meridian Financial Partners
Virginia
$1.2M -$47.2K -959 -4%
CW
813
CreativeOne Wealth
Kansas
$1.19M -$278K -5,647 -18%
FFM
814
Forum Financial Management
Illinois
$1.19M +$614K +12,479 +101%
CPCPP
815
Canada Post Corporation Pension Plan
Canada
$1.19M +$1.22M +24,842 New
NRS
816
Neville Rodie & Shaw
New York
$1.19M +$244K +4,951 +25%
RSWM
817
Robertson Stephens Wealth Management
California
$1.18M +$8.71K +177 +0.7%
SMC
818
Smith, Moore & Co
Missouri
$1.18M -$394 -8 -0%
PFA
819
Pathway Financial Advisers
Indiana
$1.18M +$19.3K +392 +2%
FFM
820
Flagstone Financial Management
Nebraska
$1.18M +$197 +4 +0%
CI
821
CX Institutional
Indiana
$1.17M +$326K +6,631 +37%
SN
822
Sittner & Nelson
Oregon
$1.17M +$31.2K +634 +3%
IFG
823
Independent Financial Group
California
$1.16M -$14.5K -295 -1%
KPP
824
Kings Path Partners
Texas
$1.16M – – –
GC
825
Grimes & Company
Massachusetts
$1.15M +$6.64K +135 +0.6%
31 32
33
34 35