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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
901
Badgley Phelps Wealth Managers
Washington
$725K – – –
PAM
902
Panagora Asset Management
Massachusetts
$723K -$571 -14 -0.1%
EWA
903
Exencial Wealth Advisors
Oklahoma
$721K +$39.9K +979 +6%
PCS
904
Personal CFO Solutions
New Jersey
$720K -$42.8K -1,049 -5%
WI
905
WrapManager Inc
California
$720K -$97K -2,379 -12%
NIM
906
Northeast Investment Management
Massachusetts
$720K -$42.3K -1,038 -5%
NG
907
Norden Group
Utah
$717K -$35.8K -877 -5%
BW
908
Bison Wealth
Georgia
$717K – – –
TCM
909
Twin Capital Management
Pennsylvania
$714K – – –
FWP
910
FAS Wealth Partners
Kansas
$711K +$5.5K +135 +0.8%
AFA
911
Atlas Financial Advisors
California
$711K -$58.2K -1,426 -7%
BFAG
912
Blackston Financial Advisory Group
Florida
$710K +$165K +4,043 +29%
CIAS
913
CFS Investment Advisory Services
New Jersey
$707K +$727K +17,816 New
AFG
914
Atomi Financial Group
New York
$706K +$188K +4,608 +35%
AAS
915
Annex Advisory Services
Wisconsin
$706K -$26.5K -650 -4%
CCM
916
Cohen Capital Management
California
$703K +$722K +17,700 New
VHAM
917
Van Hulzen Asset Management
California
$702K -$20.4K -500 -3%
BP
918
Ballentine Partners
Massachusetts
$701K -$54.3K -1,332 -7%
WTC
919
WhitTier Trust Company
Nevada
$699K -$75.2K -1,844 -9%
FMWA
920
Forvis Mazars Wealth Advisors
Missouri
$699K +$47.1K +1,154 +7%
VC
921
Vestor Capital
Illinois
$699K +$18.6K +456 +3%
ACA
922
Aptus Capital Advisors
Alabama
$695K +$87.4K +2,143 +14%
AIM
923
AHL Investment Management
Florida
$695K +$714K +17,506 New
IAS
924
Insigneo Advisory Services
Florida
$693K -$89.1K -2,186 -11%
MA
925
Montag & Associates
Georgia
$691K – – –
35 36
37
38 39