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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
901
Panagora Asset Management
Massachusetts
$651K – – –
FP
902
Financial Perspectives
Minnesota
$650K +$776 +24 +0.1%
KPWS
903
Kestra Private Wealth Services
Texas
$649K -$114K -3,520 -15%
MMG
904
Monetary Management Group
Missouri
$648K +$48.5K +1,500 +8%
HWA
905
HCR Wealth Advisors
California
$645K +$259 +8 +0%
RWM
906
Ritholtz Wealth Management
New York
$644K +$630K +19,478 New
NPT
907
Nixon Peabody Trust
Massachusetts
$643K -$240K -7,426 -28%
TCM
908
Twin Capital Management
Pennsylvania
$638K -$5.66K -175 -0.9%
OPWM
909
Oxinas Partners Wealth Management
Indiana
$636K -$65.4K -2,024 -10%
SFG
910
SevenBridge Financial Group
Pennsylvania
$635K -$115K -3,568 -16%
CW
911
CIC Wealth
Maryland
$634K -$115K -3,550 -16%
FCM
912
Fourpath Capital Management
Oklahoma
$630K +$80.7K +2,498 +15%
LA
913
LBP AM
France
$629K -$482K -14,907 -44%
GVAG
914
Great Valley Advisor Group
Delaware
$629K +$56.8K +1,759 +10%
TC
915
Telemus Capital
Michigan
$629K -$34K -1,052 -5%
SGI
916
Summit Global Investments
Utah
$627K -$671K -20,771 -52%
MFWP
917
Mosaic Family Wealth Partners
Missouri
$626K -$162 -5 -0%
FLPIM
918
F.L. Putnam Investment Management
Massachusetts
$624K +$104K +3,205 +20%
AWS
919
Aspen Wealth Strategies
Colorado
$623K +$609K +18,855 New
CIAS
920
CFS Investment Advisory Services
New Jersey
$620K +$607K +18,774 New
ET
921
Equitable Trust
Tennessee
$619K -$139K -4,313 -19%
PWLP
922
Prio Wealth Limited Partnership
Massachusetts
$606K -$60.2K -1,864 -9%
CI
923
Cigna Investments
Connecticut
$603K +$37.3K +1,154 +7%
RT
924
Rockland Trust
Massachusetts
$601K -$64.3K -1,989 -10%
VCM
925
Virtue Capital Management
Tennessee
$601K +$56.6K +1,752 +11%
35 36
37
38 39