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US Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
876
Quad-Cities Investment Group
Iowa
$709K +$291 +9 +0%
I
877
InceptionR
California
$708K +$692K +21,414 New
FFM
878
Flagstone Financial Management
Nebraska
$702K +$24.2K +750 +4%
GFPC
879
Global Financial Private Client
Florida
$697K +$176K +5,457 +36%
MPM
880
Meritage Portfolio Management
Kansas
$697K – – –
FTDI
881
First Trust Direct Indexing
Massachusetts
$694K -$126K -3,898 -16%
SAM
882
SignalPoint Asset Management
Missouri
$694K -$10.3K -319 -1%
GC
883
Gould Capital
Washington
$694K +$65.9K +2,038 +11%
PA
884
Profund Advisors
Maryland
$694K -$18.6K -576 -3%
PWM
885
Perigon Wealth Management
California
$690K -$1.13K -35 -0.2%
DDC
886
DF Dent & Co
Maryland
$682K -$259 -8 -0%
BW
887
Bison Wealth
Georgia
$681K +$81.1K +2,509 +14%
SIM
888
Studio Investment Management
Illinois
$681K +$657K +20,340 New
JWCA
889
J.W. Coons Advisors
Ohio
$678K – – –
NB
890
NBT Bank
New York
$677K -$57.3K -1,774 -8%
BFAG
891
Blackston Financial Advisory Group
Florida
$675K -$25.4K -787 -4%
OAM
892
Ostrum Asset Management
France
$675K +$549 +17 +0.1%
JWM
893
JGP Wealth Management
Oregon
$673K +$47K +1,455 +8%
NRS
894
Neville Rodie & Shaw
New York
$670K – – –
DEA
895
DoubleLine ETF Adviser
Florida
$669K +$94.1K +2,911 +17%
CPIA
896
Cornell Pochily Investment Advisors
New York
$669K -$16.8K -520 -3%
EWM
897
Empirical Wealth Management
Washington
$666K -$130K -4,026 -17%
AWA
898
Arete Wealth Advisors
Illinois
$658K -$49.6K -1,535 -7%
AC
899
Avestar Capital
New York
$653K +$44.2K +1,367 +7%
TCWM
900
Total Clarity Wealth Management
Illinois
$653K -$13.6K -422 -2%