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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
I
876
InceptionR
California
$708K +$692K +21,414 New
FFM
877
Flagstone Financial Management
Nebraska
$702K +$24.2K +750 +4%
GFPC
878
Global Financial Private Client
Florida
$697K +$176K +5,457 +36%
MPM
879
Meritage Portfolio Management
Kansas
$697K – – –
FTDI
880
First Trust Direct Indexing
Massachusetts
$694K -$126K -3,898 -16%
SAM
881
SignalPoint Asset Management
Missouri
$694K -$10.3K -319 -1%
GC
882
Gould Capital
Washington
$694K +$65.9K +2,038 +11%
PA
883
Profund Advisors
Maryland
$694K -$18.6K -576 -3%
PWM
884
Perigon Wealth Management
California
$690K -$1.13K -35 -0.2%
DDC
885
DF Dent & Co
Maryland
$682K -$259 -8 -0%
BW
886
Bison Wealth
Georgia
$681K +$81.1K +2,509 +14%
SIM
887
Studio Investment Management
Illinois
$681K +$657K +20,340 New
JWCA
888
J.W. Coons Advisors
Ohio
$678K – – –
NB
889
NBT Bank
New York
$677K -$57.3K -1,774 -8%
BFAG
890
Blackston Financial Advisory Group
Florida
$675K -$25.4K -787 -4%
OAM
891
Ostrum Asset Management
France
$675K +$549 +17 +0.1%
JWM
892
JGP Wealth Management
Oregon
$673K +$47K +1,455 +8%
NRS
893
Neville Rodie & Shaw
New York
$670K – – –
DEA
894
DoubleLine ETF Adviser
Florida
$669K +$94.1K +2,911 +17%
CPIA
895
Cornell Pochily Investment Advisors
New York
$669K -$16.8K -520 -3%
EWM
896
Empirical Wealth Management
Washington
$666K -$130K -4,026 -17%
AWA
897
Arete Wealth Advisors
Illinois
$658K -$49.6K -1,535 -7%
AC
898
Avestar Capital
New York
$653K +$44.2K +1,367 +7%
TCWM
899
Total Clarity Wealth Management
Illinois
$653K -$13.6K -422 -2%
PAM
900
Panagora Asset Management
Massachusetts
$651K – – –
34 35
36
37 38