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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
901
Gould Capital
Washington
$764K -$1.11K -24 -0.1%
BW
902
Bison Wealth
Georgia
$764K +$150K +3,252 +21%
CA
903
CSM Advisors
Pennsylvania
$763K +$6.94K +150 +0.8%
IA
904
IFP Advisors
Florida
$763K +$88.4K +1,910 +12%
IAN
905
Integrated Advisors Network
Texas
$756K -$161K -3,470 -16%
SIAG
906
Signet Investment Advisory Group
Rhode Island
$756K +$242K +5,237 +39%
CA
907
Clearstead Advisors
Ohio
$752K +$29.7K +642 +4%
BP
908
Ballentine Partners
Massachusetts
$748K +$30.4K +657 +4%
DA
909
Detalus Advisors
Missouri
$747K -$55.1K -1,190 -6%
LWAM
910
Legacy Wealth Asset Management
Minnesota
$744K +$23.6K +509 +3%
CNAM
911
Campbell Newman Asset Management
Wisconsin
$742K – – –
AF
912
Advisornet Financial
Minnesota
$742K +$7.87K +170 +0.9%
AWM
913
Axxcess Wealth Management
California
$735K +$90K +1,946 +12%
FFM
914
Forum Financial Management
Illinois
$735K +$293K +6,336 +53%
AF
915
Allworth Financial
California
$735K +$496K +10,728 +143%
TCB
916
Texas Capital Bancshares
Texas
$731K -$602 -13 -0.1%
OCM
917
Orleans Capital Management
Louisiana
$726K – – –
PFM
918
Patton Fund Management
Texas
$721K -$77.5K -1,675 -9%
MMG
919
Monetary Management Group
Missouri
$721K – – –
HWM
920
HighMark Wealth Management
Minnesota
$721K +$3.66K +79 +0.4%
WIM
921
WealthPlan Investment Management
Nebraska
$721K +$766K +16,545 New
KA
922
Kintegral Advisory
New York
$720K – – –
MC
923
Matisse Capital
Oregon
$715K -$939K -20,283 -53%
AWM
924
Apollon Wealth Management
South Carolina
$714K +$42.4K +916 +5%
RA
925
RFG Advisory
Alabama
$705K -$62.7K -1,355 -8%
35 36
37
38 39