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US Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
PRP
901
Peak Retirement Planning
Ohio
$878K +$959K +20,788 New
RSWM
902
Robertson Stephens Wealth Management
California
$875K -$186K -4,035 -16%
WW
903
Winnow Wealth
Texas
$871K +$951K +20,609 +66,481%
CMAI
904
Capital Management Associates Inc
Minnesota
$869K +$475K +10,297 +100%
EWA
905
Exencial Wealth Advisors
Oklahoma
$868K +$79.4K +1,720 +9%
CI
906
CX Institutional
Indiana
$866K -$180K -3,899 -16%
MFG
907
MidWestOne Financial Group
Iowa
$866K +$10.8K +235 +1%
CCM
908
CAAS Capital Management
New York
$866K +$946K +20,500 New
LAM
909
LECAP Asset Management
United Kingdom
$863K +$943K +20,440 New
DFCM
910
Dark Forest Capital Management
Puerto Rico
$860K +$940K +20,372 New
BP
911
Ballentine Partners
Massachusetts
$860K -$58.8K -1,274 -6%
HWA
912
HCR Wealth Advisors
California
$859K +$11K +238 +1%
FTWA
913
Fifth Third Wealth Advisors
Ohio
$858K +$13.5K +293 +1%
SWP
914
Stratos Wealth Partners
Ohio
$858K -$105K -2,282 -10%
NSIM
915
North Star Investment Management
Illinois
$857K +$4.71K +102 +0.5%
CAMG
916
CWA Asset Management Group
Florida
$855K +$434K +9,415 +87%
PWM
917
Perigon Wealth Management
California
$855K -$12.9K -279 -1%
FP
918
Financial Perspectives
Minnesota
$850K -$4.8K -104 -0.5%
AL
919
Aspiriant LLC
California
$849K +$6.69K +145 +0.7%
BOH
920
Bank of Hawaii
Hawaii
$847K -$133K -2,874 -13%
Hudson Bay Capital Management
921
Hudson Bay Capital Management
Connecticut
$847K +$925K +20,050 New
PA
922
Parallel Advisors
California
$844K -$9.69K -210 -1%
DIA
923
Dana Investment Advisors
Wisconsin
$824K +$28.9K +627 +3%
LIM
924
Longfellow Investment Management
Massachusetts
$818K +$226K +4,889 +34%
MFIM
925
Mesirow Financial Investment Management
Illinois
$818K -$1M -21,733 -53%