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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
901
Jay D. Rosenbaum
$807K -$108K -2,560 -13%
DT
902
Diversified Trust
Tennessee
$807K +$220K +5,208 +43%
BUB
903
BBVA USA Bancshares
Texas
$806K -$374K -8,828 -34%
CISOA
904
Capital Investment Services of America
Wisconsin
$800K -$20.1K -475 -3%
SN
905
Sittner & Nelson
Oregon
$799K +$726K +17,148 New
KA
906
Kintegral Advisory
New York
$794K – – –
MWM
907
Mattern Wealth Management
Kansas
$783K -$870K -20,550 -55%
ADIM
908
Alpha DNA Investment Management
Maryland
$783K +$712K +16,821 New
LSA
909
L & S Advisors
California
$778K -$9.52K -225 -1%
IA
910
IFG Advisors
Missouri
$775K +$635 +15 +0.1%
SYBT
911
Stock Yards Bank & Trust
Kentucky
$774K +$27.5K +650 +4%
CWM
912
Concentric Wealth Management
California
$772K -$32.4K -765 -4%
PWM
913
Perigon Wealth Management
California
$770K +$11.6K +274 +2%
FCFC
914
First Citizens Financial Corp
Iowa
$763K +$58.2K +1,375 +9%
HWA
915
HCR Wealth Advisors
California
$757K +$41.8K +988 +6%
ARMC
916
American Research & Management Company
Massachusetts
$756K +$19.4K +458 +3%
STC
917
Sarah T. Connolly
$755K +$686K +16,201 New
FCH
918
Freestone Capital Holdings
Washington
$754K +$5.25K +124 +0.8%
WTC
919
WhitTier Trust Company
Nevada
$753K – – –
DPIM
920
Duff & Phelps Investment Management
Illinois
$751K -$19K -450 -3%
WANY
921
Wealthspire Advisors (New York)
New York
$749K +$411K +9,701 +152%
OPWM
922
Oxinas Partners Wealth Management
Indiana
$749K +$680K +16,080 New
B
923
Barings
North Carolina
$741K -$1.15M -27,191 -63%
SMC
924
Smith, Moore & Co
Missouri
$737K -$95.2K -2,249 -12%
MFP
925
Meridian Financial Partners
Virginia
$729K -$34.5K -816 -5%
35 36
37
38 39