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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
851
NVWM LLC
Pennsylvania
$1.08M +$977K +19,558 New
FP
852
Financial Perspectives
Minnesota
$1.08M +$649 +13 +0.1%
FTDI
853
First Trust Direct Indexing
Massachusetts
$1.08M +$41.6K +833 +4%
WANY
854
Wealthspire Advisors (New York)
New York
$1.07M +$167K +3,336 +21%
CFGS
855
Concourse Financial Group Securities
Alabama
$1.07M +$80.4K +1,610 +9%
SMC
856
Smith, Moore & Co
Missouri
$1.07M +$160K +3,211 +20%
MFW
857
Mosaic Family Wealth
Missouri
$1.06M +$50 +1 +0%
CI
858
Conning Inc
Connecticut
$1.04M -$87.8K -1,759 -9%
TCM
859
Telos Capital Management
California
$1.03M – – –
SCA
860
Snowden Capital Advisors
New York
$1.03M +$427K +8,541 +85%
WPC
861
White Pine Capital
Minnesota
$1.02M – – –
RWA
862
Ropes Wealth Advisors
Massachusetts
$1.02M +$179K +3,575 +27%
IC
863
IEQ Capital
California
$1.02M +$920K +18,415 New
OFG
864
Oxford Financial Group
Indiana
$1.02M -$22.3K -446 -2%
HAG
865
HighPoint Advisor Group
Illinois
$1.02M +$123K +2,470 +16%
BUB
866
BBVA USA Bancshares
Texas
$1.02M +$53.2K +1,066 +6%
TCB
867
Texas Capital Bancshares
Texas
$1.01M +$634K +12,693 +224%
MAM
868
Meeder Asset Management
Ohio
$1.01M +$142K +2,843 +18%
CAM
869
Cresset Asset Management
Illinois
$1M +$129K +2,584 +17%
OCM
870
Orleans Capital Management
Louisiana
$996K – – –
PWM
871
Perigon Wealth Management
California
$995K +$73.3K +1,467 +9%
WCM
872
Wunderlich Capital Managemnt
Tennessee
$986K -$90.9K -1,821 -9%
CCM
873
Carlson Capital Management
Minnesota
$986K -$17.3K -346 -2%
S
874
Seeyond
France
$982K -$329K -6,597 -27%
SAM
875
Sawgrass Asset Management
Florida
$979K -$17.1K -343 -2%
33 34
35
36 37