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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
901
Jacobi Capital Management
Pennsylvania
$830K +$31.1K +738 +4%
AAS
902
Annex Advisory Services
Wisconsin
$824K +$17.1K +405 +2%
PFBT
903
Parkside Financial Bank & Trust
Missouri
$820K +$15.7K +373 +2%
GI
904
GAMMA Investing
California
$817K +$251K +5,940 +48%
MWM
905
Mission Wealth Management
California
$817K +$515K +12,197 +201%
PAM
906
Panagora Asset Management
Massachusetts
$815K -$63.4K -1,503 -8%
BPWM
907
Badgley Phelps Wealth Managers
Washington
$815K -$15.8K -375 -2%
ECM
908
ExodusPoint Capital Management
New York
$813K -$326K -7,726 -30%
VHAM
909
Van Hulzen Asset Management
California
$813K +$1.27K +30 +0.2%
EH
910
Equitable Holdings
New York
$811K +$422K +9,998 +123%
CA
911
Clearstead Advisors
Ohio
$808K -$17.7K -420 -2%
CWM
912
Congress Wealth Management
Massachusetts
$806K +$282K +6,683 +59%
TCM
913
Twin Capital Management
Pennsylvania
$804K +$7.09K +168 +0.9%
DPIM
914
Duff & Phelps Investment Management
Illinois
$802K +$30.9K +733 +4%
FCM
915
Fourpath Capital Management
Oklahoma
$801K -$15.7K -371 -2%
NMG
916
New Millennium Group
Utah
$799K +$243K +5,750 +47%
FWP
917
FAS Wealth Partners
Kansas
$795K +$971 +23 +0.1%
AP
918
Atwood & Palmer
Missouri
$794K +$591 +14 +0.1%
STA
919
Summit Trail Advisors
New York
$779K +$79.3K +1,879 +12%
MA
920
Montag & Associates
Georgia
$777K -$87.1K -2,064 -11%
DTC
921
Davidson Trust Company
Washington
$777K +$84.4K +2,000 +13%
I
922
INVST
Indiana
$776K +$745K +17,647 New
EWA
923
Exencial Wealth Advisors
Oklahoma
$769K +$549 +13 +0.1%
VC
924
Vestor Capital
Illinois
$766K -$1.56K -37 -0.2%
MMG
925
Monetary Management Group
Missouri
$763K -$97.1K -2,300 -12%
35 36
37
38 39