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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
901
Monetary Management Group
Missouri
$838K – – –
DIA
902
Dana Investment Advisors
Wisconsin
$833K +$102K +2,790 +17%
WGCA
903
Wolf Group Capital Advisors
Virginia
$833K +$15.9K +436 +2%
MFWP
904
Mosaic Family Wealth Partners
Missouri
$832K +$9.69K +265 +1%
PWM
905
Perigon Wealth Management
California
$819K -$80.2K -2,193 -10%
BFAG
906
Blackston Financial Advisory Group
Florida
$818K -$52.6K -1,440 -7%
PA
907
Parallel Advisors
California
$817K -$158K -4,333 -19%
ET
908
Equitable Trust
Tennessee
$814K -$8.81K -241 -1%
PAIM
909
Punch & Associates Investment Management
Minnesota
$806K -$8.41K -230 -1%
BPWM
910
Badgley Phelps Wealth Managers
Washington
$806K +$51.8K +1,418 +8%
BAM
911
Bayview Asset Management
Florida
$801K +$676K +18,500 New
DWM
912
Drive Wealth Management
Utah
$799K +$18.9K +516 +3%
LA
913
LBP AM
France
$794K – – –
FCM
914
Fourpath Capital Management
Oklahoma
$791K -$29.6K -809 -4%
AFA
915
Atlas Financial Advisors
California
$787K -$647K -17,693 -49%
VHAM
916
Van Hulzen Asset Management
California
$786K -$16.4K -450 -2%
AAS
917
Annex Advisory Services
Wisconsin
$780K +$512 +14 +0.1%
PFBT
918
Parkside Financial Bank & Trust
Missouri
$778K +$169K +4,618 +35%
GCP
919
GSA Capital Partners
United Kingdom
$774K +$653K +17,874 New
JCM
920
Jacobi Capital Management
Pennsylvania
$771K +$22.1K +605 +4%
TCM
921
Twin Capital Management
Pennsylvania
$771K – – –
HWM
922
HighMark Wealth Management
Minnesota
$770K -$14K -383 -2%
FWP
923
FAS Wealth Partners
Kansas
$768K -$1.46K -40 -0.2%
AP
924
Atwood & Palmer
Missouri
$768K -$9.14K -250 -1%
TFS
925
Thoroughbred Financial Services
Tennessee
$767K +$3.88K +106 +0.6%
35 36
37
38 39