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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
901
Valeo Financial Advisors
Indiana
$1.21M +$110K +1,955 +11%
OA
902
Oak Associates
Ohio
$1.21M – – –
FAM
903
Formidable Asset Management
Ohio
$1.21M -$9.08K -162 -0.7%
TPA
904
Trivium Point Advisory
Connecticut
$1.21M -$57.2K -1,020 -5%
DP
905
Dearborn Partners
Illinois
$1.21M -$29.6K -528 -3%
SI
906
Severin Investments
Missouri
$1.2M -$282K -5,026 -20%
CYG
907
Clean Yield Group
Vermont
$1.2M – – –
NRS
908
Neville Rodie & Shaw
New York
$1.2M -$168K -3,000 -13%
CAS
909
Coppell Advisory Solutions
Texas
$1.19M +$1.69M +30,242 New
FWP
910
FAS Wealth Partners
Kansas
$1.18M -$21.2K -379 -2%
BRWA
911
B. Riley Wealth Advisors
Florida
$1.18M +$19.4K +346 +2%
LAM
912
L2 Asset Management
Massachusetts
$1.18M +$560K +9,995 +105%
HIP
913
HUB Investment Partners
Texas
$1.17M +$293K +5,229 +37%
UCB
914
United Community Bank
South Carolina
$1.17M +$26.4K +471 +2%
HR
915
Howe & Rusling
New York
$1.17M +$6.22K +111 +0.6%
CTA
916
Chesley Taft & Associates
Illinois
$1.16M +$1.07M +19,123 New
NSIM
917
North Star Investment Management
Illinois
$1.15M -$17K -304 -2%
GCM
918
Graham Capital Management
Connecticut
$1.15M +$1.07M +19,052 New
PGA
919
Portland Global Advisors
Maine
$1.15M – – –
OIA
920
OneDigital Investment Advisors
Kansas
$1.15M -$75.6K -1,350 -7%
IP
921
Ignite Planners
California
$1.14M +$20.6K +368 +2%
FDP
922
Financiere des Professionnels
Quebec, Canada
$1.14M – – –
HCPC
923
Hamilton Capital Partners (Canada)
$1.14M +$351K +6,268 +50%
JCIA
924
Jackson Creek Investment Advisors
Colorado
$1.14M -$167K -2,974 -14%
AIP
925
Ameritas Investment Partners
Nebraska
$1.14M -$30.8K -549 -3%
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