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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
901
Exencial Wealth Advisors
Oklahoma
$721K +$39.9K +979 +6%
PCS
902
Personal CFO Solutions
New Jersey
$720K -$42.8K -1,049 -5%
WI
903
WrapManager Inc
California
$720K -$97K -2,379 -12%
NIM
904
Northeast Investment Management
Massachusetts
$720K -$42.3K -1,038 -5%
NG
905
Norden Group
Utah
$717K -$35.8K -877 -5%
BW
906
Bison Wealth
Georgia
$717K – – –
TCM
907
Twin Capital Management
Pennsylvania
$714K – – –
FWP
908
FAS Wealth Partners
Kansas
$711K +$5.5K +135 +0.8%
AFA
909
Atlas Financial Advisors
California
$711K -$58.2K -1,426 -7%
BFAG
910
Blackston Financial Advisory Group
Florida
$710K +$165K +4,043 +29%
CIAS
911
CFS Investment Advisory Services
New Jersey
$707K +$727K +17,816 New
AFG
912
Atomi Financial Group
New York
$706K +$188K +4,608 +35%
AAS
913
Annex Advisory Services
Wisconsin
$706K -$26.5K -650 -4%
CCM
914
Cohen Capital Management
California
$703K +$722K +17,700 New
VHAM
915
Van Hulzen Asset Management
California
$702K -$20.4K -500 -3%
BP
916
Ballentine Partners
Massachusetts
$701K -$54.3K -1,332 -7%
WTC
917
WhitTier Trust Company
Nevada
$699K -$75.2K -1,844 -9%
FMWA
918
Forvis Mazars Wealth Advisors
Missouri
$699K +$47.1K +1,154 +7%
VC
919
Vestor Capital
Illinois
$699K +$18.6K +456 +3%
ACA
920
Aptus Capital Advisors
Alabama
$695K +$87.4K +2,143 +14%
AIM
921
AHL Investment Management
Florida
$695K +$714K +17,506 New
IAS
922
Insigneo Advisory Services
Florida
$693K -$89.1K -2,186 -11%
MA
923
Montag & Associates
Georgia
$691K – – –
PFBT
924
Parkside Financial Bank & Trust
Missouri
$690K -$39.8K -975 -5%
DG
925
DMC Group
Alabama
$689K +$69.4K +1,703 +11%
35 36
37
38 39