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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
926
Vident Investment Advisory
Georgia
$896K +$310K +5,451 +57%
CWM
927
Concentric Wealth Management
California
$895K -$86.6K -1,520 -9%
CM
928
Capula Management
Cayman Islands
$895K +$857K +15,051 New
BWAM
929
Boyd Watterson Asset Management
Ohio
$892K – – –
SWM
930
Spire Wealth Management
Virginia
$887K -$13.3K -234 -2%
FTDI
931
First Trust Direct Indexing
Massachusetts
$885K -$418K -7,343 -33%
RCIM
932
Red Cedar Investment Management
Michigan
$881K – – –
BP
933
Ballentine Partners
Massachusetts
$880K +$13.6K +238 +2%
BAM
934
Berkshire Asset Management
Pennsylvania
$871K +$93.3K +1,638 +13%
SWP
935
Stratos Wealth Partners
Ohio
$865K +$4.1K +72 +0.5%
CS
936
Comerica Securities
Michigan
$864K +$116K +2,037 +16%
BA
937
Bridgewater Advisors
New York
$857K +$25.3K +444 +3%
DPIM
938
Duff & Phelps Investment Management
Illinois
$853K -$19.9K -349 -2%
GRP
939
Global Retirement Partners
California
$841K +$19.9K +350 +3%
DA
940
Doliver Advisors
Texas
$840K +$26.1K +458 +3%
TRCT
941
Tower Research Capital (TRC)
New York
$839K -$754K -13,250 -48%
FBC
942
Fairfield, Bush & Co
Connecticut
$839K -$56.9K -1,000 -7%
WPW
943
Waldron Private Wealth
Pennsylvania
$837K +$331K +5,807 +71%
GC
944
Gratus Capital
Georgia
$833K – – –
WPC
945
White Pine Capital
Minnesota
$826K -$1.14K -20 -0.1%
WI
946
WrapManager Inc
California
$825K +$81K +1,422 +11%
JMFC
947
J.M. Forbes & Co
Massachusetts
$822K -$56.7K -995 -7%
PCM
948
Poehling Capital Management
Wisconsin
$819K -$93.7K -1,646 -11%
TMAM
949
Tokio Marine Asset Management
Japan
$816K +$87.2K +1,532 +13%
DS
950
DRW Securities
Illinois
$814K +$780K +13,697 New
36 37
38
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