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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
901
L2 Asset Management
Massachusetts
$776K +$655K +14,165 +279%
LIM
902
Longfellow Investment Management
Massachusetts
$773K – – –
IP
903
Ignite Planners
California
$772K +$593K +12,809 +222%
RIG
904
Ramiah Investment Group
Wisconsin
$771K +$65.1K +1,407 +8%
KPWS
905
Kestra Private Wealth Services
Texas
$770K +$113K +2,452 +15%
GC
906
Gould Capital
Washington
$764K -$1.11K -24 -0.1%
BW
907
Bison Wealth
Georgia
$764K +$150K +3,252 +21%
CA
908
CSM Advisors
Pennsylvania
$763K +$6.94K +150 +0.8%
IA
909
IFP Advisors
Florida
$763K +$88.4K +1,910 +12%
IAN
910
Integrated Advisors Network
Texas
$756K -$161K -3,470 -16%
SIAG
911
Signet Investment Advisory Group
Rhode Island
$756K +$242K +5,237 +39%
CA
912
Clearstead Advisors
Ohio
$752K +$29.7K +642 +4%
BP
913
Ballentine Partners
Massachusetts
$748K +$30.4K +657 +4%
DA
914
Detalus Advisors
Missouri
$747K -$55.1K -1,190 -6%
LWAM
915
Legacy Wealth Asset Management
Minnesota
$744K +$23.6K +509 +3%
CNAM
916
Campbell Newman Asset Management
Wisconsin
$742K – – –
AF
917
Advisornet Financial
Minnesota
$742K +$7.87K +170 +0.9%
AWM
918
Axxcess Wealth Management
California
$735K +$90K +1,946 +12%
FFM
919
Forum Financial Management
Illinois
$735K +$293K +6,336 +53%
AF
920
Allworth Financial
California
$735K +$496K +10,728 +143%
TCB
921
Texas Capital Bancshares
Texas
$731K -$602 -13 -0.1%
SG
922
StoneX Group
New York
$729K -$58.3K -1,259 -7%
OCM
923
Orleans Capital Management
Louisiana
$726K – – –
PFM
924
Patton Fund Management
Texas
$721K -$77.5K -1,675 -9%
MMG
925
Monetary Management Group
Missouri
$721K – – –
35 36
37
38 39