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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
901
SteelPeak Wealth
California
$941K -$7.46M -177,373 -90%
RSWM
902
Robertson Stephens Wealth Management
California
$937K -$547 -13 -0.1%
AA
903
Armis Advisers
Georgia
$936K +$481K +11,451 +133%
SWP
904
Stratos Wealth Partners
Ohio
$924K +$4.67K +111 +0.5%
AL
905
Aspiriant LLC
California
$918K +$7.44K +177 +0.9%
CPIG
906
Chicago Partners Investment Group
Illinois
$917K +$179K +4,251 +27%
STA
907
Summit Trail Advisors
New York
$915K +$837K +19,918 New
FP
908
Financial Perspectives
Minnesota
$912K +$1.05K +25 +0.1%
HWA
909
HCR Wealth Advisors
California
$911K -$9.04K -215 -1%
KIA
910
KCM Investment Advisors
California
$909K -$209K -4,975 -20%
PA
911
Profund Advisors
Maryland
$905K -$175K -4,160 -17%
MCM
912
Maltese Capital Management
New York
$905K +$841K +20,000 New
OA
913
Oak Associates
Ohio
$905K +$841K +20,000 New
SRL
914
Scientech Research LLC
New Jersey
$903K +$839K +19,955 New
JWM
915
JGP Wealth Management
Oregon
$894K +$59.4K +1,412 +8%
MLA
916
My Legacy Advisors
Oregon
$893K +$41.8K +995 +6%
NSIM
917
North Star Investment Management
Illinois
$884K -$32.2K -766 -4%
FTWA
918
Fifth Third Wealth Advisors
Ohio
$879K -$38.1K -906 -4%
BPWM
919
Badgley Phelps Wealth Managers
Washington
$878K +$121K +2,875 +18%
LIM
920
Longfellow Investment Management
Massachusetts
$877K – – –
ATPW
921
Ashton Thomas Private Wealth
Arizona
$873K -$1.01M -24,073 -56%
MIM
922
Morningstar Investment Management
Illinois
$858K +$74.8K +1,778 +10%
SFS
923
Sowell Financial Services
Arkansas
$850K -$12.7K -301 -2%
CIAS
924
CFS Investment Advisory Services
New Jersey
$849K -$8.58K -204 -1%
PAM
925
Panagora Asset Management
Massachusetts
$843K -$11.3K -269 -1%
35 36
37
38 39