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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
901
Jay D. Rosenbaum
$974K -$23.1K -405 -2%
XF
902
XML Financial
Maryland
$971K +$230K +4,036 +33%
MOS
903
MGO One Seven
Ohio
$969K +$594K +10,434 +186%
CAAS
904
Capital Asset Advisory Services
Michigan
$967K -$279K -4,902 -23%
RIL
905
Rothschild Investment LLC
Illinois
$966K +$72K +1,265 +8%
NSAM
906
North Star Asset Management
Wisconsin
$956K -$47.5K -835 -5%
KPWS
907
Kestra Private Wealth Services
Texas
$950K -$57.7K -1,014 -6%
WTC
908
WhitTier Trust Company
Nevada
$948K +$16.1K +283 +2%
STC
909
Sarah T. Connolly
$939K -$23.3K -410 -3%
CSPIA
910
Cary Street Partners Investment Advisory
Virginia
$936K -$43.4K -762 -5%
CT
911
Coastline Trust
Rhode Island
$935K +$181K +3,180 +25%
CISOA
912
Capital Investment Services of America
Wisconsin
$929K -$14.2K -250 -2%
LJAC
913
L.J. Altfest & Co
New York
$923K – – –
MLL
914
Moody Lynn & Lieberson
Massachusetts
$922K – – –
AC
915
Addison Capital
Pennsylvania
$918K – – –
WT
916
Whittier Trust
California
$917K -$29.2K -512 -3%
FCFC
917
First Citizens Financial Corp
Iowa
$916K -$49.1K -862 -5%
CCM
918
Covington Capital Management
California
$916K +$240K +4,219 +38%
WP
919
WealthPLAN Partners
Nebraska
$915K -$2.85K -50 -0.3%
PAIM
920
Punch & Associates Investment Management
Minnesota
$913K -$3.42K -60 -0.4%
DA
921
Detalus Advisors
Missouri
$909K +$37K +650 +4%
FMT
922
First Mercantile Trust
Tennessee
$905K -$48.3K -848 -5%
V
923
VeraBank
Texas
$905K – – –
CI
924
Conning Inc
Connecticut
$901K -$63.8K -1,120 -7%
PWP
925
Principle Wealth Partners
Connecticut
$897K – – –
35 36
37
38 39