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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
901
Legacy Wealth Asset Management
Minnesota
$825K +$12.8K +256 +1%
BP
902
Ballentine Partners
Massachusetts
$823K -$261K -5,220 -23%
MMG
903
Monetary Management Group
Missouri
$823K -$9.98K -200 -1%
RA
904
RFG Advisory
Alabama
$821K +$220K +4,403 +34%
HWM
905
HighMark Wealth Management
Minnesota
$820K -$10K -201 -1%
KA
906
Kintegral Advisory
New York
$820K +$18.6K +373 +2%
HI
907
Harbour Investments
Wisconsin
$820K +$890K +17,829 New
CT
908
Chicago Trust
Illinois
$819K -$42.5K -852 -5%
RIG
909
Ramiah Investment Group
Wisconsin
$815K -$39.4K -789 -4%
QCG
910
Quadrant Capital Group
Ohio
$811K -$68.8K -1,379 -7%
CI
911
Cigna Investments
Connecticut
$804K -$316K -6,322 -27%
CL
912
Choreo LLC
Illinois
$801K -$80.8K -1,619 -9%
MSFS
913
Main Street Financial Solutions
Pennsylvania
$793K +$853K +17,085 New
AAS
914
Ameritas Advisory Services
Nebraska
$790K -$506K -10,142 -37%
GVAG
915
Great Valley Advisor Group
Delaware
$780K +$389K +7,792 +85%
AWM
916
Apollon Wealth Management
South Carolina
$773K -$58.6K -1,173 -7%
CNFG
917
Creegan & Nassoura Financial Group
New Hampshire
$773K – – –
KPWS
918
Kestra Private Wealth Services
Texas
$766K +$28K +560 +3%
IA
919
IFG Advisors
Missouri
$765K – – –
CT
920
Coastline Trust
Rhode Island
$754K -$12.5K -250 -2%
M
921
Mirova
France
$750K -$249K -4,978 -23%
NIMI
922
Natixis Investment Managers International
France
$750K -$197K -3,938 -19%
CAAS
923
Capital Asset Advisory Services
Michigan
$749K +$19.4K +389 +2%
AWM
924
Axxcess Wealth Management
California
$749K +$156K +3,127 +24%
GRP
925
Global Retirement Partners
California
$741K +$2.35K +47 +0.3%
35 36
37
38 39