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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
826
Jay D. Rosenbaum
$751K -$23.2K -650 -3%
RCA
827
Resonant Capital Advisors
Wisconsin
$749K -$55.2K -1,550 -7%
CL
828
Choreo LLC
Illinois
$735K +$50.1K +1,406 +8%
MMPW
829
Mitchell McLeod Pugh & Williams
Alabama
$731K -$10.7K -300 -1%
EWA
830
EP Wealth Advisors
California
$730K -$40.4K -1,134 -5%
CCM
831
Carlson Capital Management
Minnesota
$728K +$191K +5,350 +37%
IWA
832
Intercontinental Wealth Advisors
Texas
$725K +$122K +3,421 +21%
JFA
833
JNBA Financial Advisors
Minnesota
$722K – – –
MFW
834
Mosaic Family Wealth
Missouri
$713K +$10.5K +294 +2%
FP
835
Financial Perspectives
Minnesota
$713K +$641 +18 +0.1%
APA
836
American Portfolios Advisors
New York
$708K +$151K +4,232 +28%
SWP
837
Stratos Wealth Partners
Ohio
$707K -$63.2K -1,773 -8%
WAM
838
Wealthspire Advisors (Maryland)
Maryland
$705K +$23.7K +665 +4%
TYCC
839
Texas Yale Capital Corp
Florida
$705K +$42.8K +1,200 +7%
SA
840
Strategic Advisors
New York
$702K -$71.3K -2,000 -9%
WPC
841
White Pine Capital
Minnesota
$700K +$10.7K +300 +2%
CPO
842
Cerity Partners OCIO
New York
$699K -$6.7K -188 -1%
S
843
Seeyond
France
$697K +$117K +3,286 +21%
OFG
844
Oxford Financial Group
Indiana
$694K – – –
TCM
845
Telos Capital Management
California
$692K -$14.3K -400 -2%
CAAS
846
Capital Asset Advisory Services
Michigan
$692K +$25.5K +715 +4%
AMC
847
Asset Management Corp
Illinois
$688K +$6.45K +181 +1%
JFGIW
848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$683K -$77.2K -2,167 -10%
CWM
849
Concentric Wealth Management
California
$672K -$599K -16,805 -48%
DA
850
Detalus Advisors
Missouri
$667K -$3.42K -96 -0.5%
32 33
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35 36