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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
876
HCR Wealth Advisors
California
$979K +$72.9K +1,460 +9%
CNFG
877
Creegan & Nassoura Financial Group
New Hampshire
$978K -$6.24K -125 -0.7%
DT
878
Diversified Trust
Tennessee
$976K +$15.6K +313 +2%
VWA
879
V Wealth Advisors
Kansas
$968K +$120K +2,396 +16%
PP
880
Palladium Partners
Virginia
$960K -$18.3K -366 -2%
SW
881
SlateStone Wealth
Florida
$959K +$613K +12,284 +243%
MFP
882
Meridian Financial Partners
Virginia
$958K +$52.4K +1,049 +7%
BEI
883
Benjamin Edwards Inc
Missouri
$957K -$147K -2,949 -15%
JDR
884
Jay D. Rosenbaum
$956K -$2.5K -50 -0.3%
CL
885
Choreo LLC
Illinois
$955K -$45K -901 -5%
CA
886
CSM Advisors
Pennsylvania
$955K +$862K +17,262 New
AC
887
Abbrea Capital
California
$951K +$126K +2,518 +17%
DIP
888
DT Investment Partners
Pennsylvania
$950K -$80.8K -1,619 -9%
MFG
889
MidWestOne Financial Group
Iowa
$949K +$391K +7,837 +84%
KA
890
Kintegral Advisory
New York
$941K – – –
AMC
891
Asset Management Corp
Illinois
$937K -$92.6K -1,855 -10%
NSAM
892
North Star Asset Management
Wisconsin
$936K -$39.2K -785 -4%
LWAM
893
Legacy Wealth Asset Management
Minnesota
$935K -$27.6K -552 -3%
KPWS
894
Kestra Private Wealth Services
Texas
$931K +$122K +2,437 +17%
KFA
895
Krane Funds Advisors
New York
$931K +$538K +10,782 +178%
B
896
Barings
North Carolina
$928K +$43.2K +865 +5%
BPC
897
Banque Pictet & Cie
Switzerland
$926K +$335K +6,700 +67%
LSA
898
L & S Advisors
California
$924K – – –
IA
899
IFG Advisors
Missouri
$920K – – –
CWM
900
Concentric Wealth Management
California
$917K – – –
34 35
36
37 38