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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
901
Cacti Asset Management
Georgia
$1.22M – – –
CA
902
Clearstead Advisors
Ohio
$1.22M +$211K +3,758 +23%
VA
903
VestGen Advisors
Illinois
$1.21M +$29.3K +523 +3%
VFA
904
Valeo Financial Advisors
Indiana
$1.21M +$110K +1,955 +11%
OA
905
Oak Associates
Ohio
$1.21M – – –
FAM
906
Formidable Asset Management
Ohio
$1.21M -$9.08K -162 -0.7%
TPA
907
Trivium Point Advisory
Connecticut
$1.21M -$57.2K -1,020 -5%
DP
908
Dearborn Partners
Illinois
$1.21M -$29.6K -528 -3%
SI
909
Severin Investments
Missouri
$1.2M -$282K -5,026 -20%
CYG
910
Clean Yield Group
Vermont
$1.2M – – –
NRS
911
Neville Rodie & Shaw
New York
$1.2M -$168K -3,000 -13%
CAS
912
Coppell Advisory Solutions
Texas
$1.19M +$1.69M +30,242 New
FWP
913
FAS Wealth Partners
Kansas
$1.18M -$21.2K -379 -2%
BRWA
914
B. Riley Wealth Advisors
Florida
$1.18M +$19.4K +346 +2%
LAM
915
L2 Asset Management
Massachusetts
$1.18M +$560K +9,995 +105%
HIP
916
HUB Investment Partners
Texas
$1.17M +$293K +5,229 +37%
UCB
917
United Community Bank
South Carolina
$1.17M +$26.4K +471 +2%
HR
918
Howe & Rusling
New York
$1.17M +$6.22K +111 +0.6%
CTA
919
Chesley Taft & Associates
Illinois
$1.16M +$1.07M +19,123 New
NSIM
920
North Star Investment Management
Illinois
$1.15M -$17K -304 -2%
GCM
921
Graham Capital Management
Connecticut
$1.15M +$1.07M +19,052 New
PGA
922
Portland Global Advisors
Maine
$1.15M – – –
OIA
923
OneDigital Investment Advisors
Kansas
$1.15M -$75.6K -1,350 -7%
IP
924
Ignite Planners
California
$1.14M +$20.6K +368 +2%
FDP
925
Financiere des Professionnels
Quebec, Canada
$1.14M – – –
35 36
37
38 39