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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
876
Lowe Brockenbrough & Co
Virginia
$777K -$14.9K -365 -2%
LIM
877
Leavell Investment Management
Alabama
$776K +$1.79K +44 +0.2%
VWA
878
Visionary Wealth Advisors
Illinois
$775K -$3.62M -88,765 -82%
PWM
879
Perigon Wealth Management
California
$775K +$6.08K +149 +0.8%
IFU
880
iSAM Funds (UK)
United Kingdom
$768K +$789K +19,350 New
JWCA
881
J.W. Coons Advisors
Ohio
$767K -$8.16K -200 -1%
MWM
882
Mission Wealth Management
California
$765K +$40.9K +1,002 +5%
WPC
883
Wedmont Private Capital
Pennsylvania
$762K +$81.2K +1,991 +12%
RA
884
RFG Advisory
Alabama
$762K -$63.9K -1,566 -8%
JFG
885
Jefferies Financial Group
New York
$761K +$782K +19,180 New
MFWP
886
Mosaic Family Wealth Partners
Missouri
$758K -$16.4K -401 -2%
ACM
887
AlphaStar Capital Management
North Carolina
$758K -$50K -1,226 -6%
LF
888
LifePlan Financial
Minnesota
$757K -$19.2K -472 -2%
NS
889
NBC Securities
Alabama
$752K -$61K -1,496 -7%
CCAL
890
City Center Advisors LLC
Michigan
$749K – – –
NAS
891
Nicolet Advisory Services
Wisconsin
$747K -$136K -3,344 -15%
MWM
892
Mittelman Wealth Management
Massachusetts
$745K – – –
LFM
893
LGT Fund Management
Liechtenstein
$742K +$763K +18,700 New
SLI
894
Sumitomo Life Insurance
Japan
$739K -$101K -2,467 -12%
SCTC
895
Sanibel Captiva Trust Company
Florida
$735K -$11.7K -287 -2%
DT
896
Diversified Trust
Tennessee
$735K +$755K +18,505 New
FHA
897
First Horizon Advisors
Tennessee
$734K -$18.1K -443 -2%
JWM
898
JGP Wealth Management
Oregon
$732K -$131K -3,202 -15%
BPWM
899
Badgley Phelps Wealth Managers
Washington
$725K – – –
PAM
900
Panagora Asset Management
Massachusetts
$723K -$571 -14 -0.1%
34 35
36
37 38