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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
926
Legacy Wealth Asset Management
Minnesota
$965K +$8.87K +150 +0.9%
CA
927
Clearstead Advisors
Ohio
$964K +$538K +9,089 +113%
BBNA
928
Bremer Bank National Association
Minnesota
$960K -$63.1K -1,067 -6%
CL
929
Choreo LLC
Illinois
$958K +$11.5K +195 +1%
DFA
930
DHJJ Financial Advisors
Illinois
$956K -$20.4K -345 -2%
KA
931
Kintegral Advisory
New York
$956K – – –
SS
932
Simplicity Solutions
Minnesota
$956K +$502K +8,490 +99%
AMC
933
Asset Management Corp
Illinois
$946K +$2.31K +39 +0.2%
CNFG
934
Creegan & Nassoura Financial Group
New Hampshire
$944K – – –
BCM
935
Bluefin Capital Management
New York
$944K +$626K +10,591 +171%
PSUF
936
People's United Financial
Connecticut
$938K -$7.84M -132,486 -89%
RIG
937
Ramiah Investment Group
Wisconsin
$937K +$14.3K +242 +1%
IA
938
IFG Advisors
Missouri
$934K – – –
CT
939
Coastline Trust
Rhode Island
$934K +$52.6K +890 +6%
WP
940
WealthPLAN Partners
Nebraska
$932K +$8.87K +150 +0.9%
KPWS
941
Kestra Private Wealth Services
Texas
$927K +$31.5K +533 +3%
WWM
942
Western Wealth Management
Colorado
$916K +$964K +16,291 New
TI
943
Tidal Investments
Wisconsin
$901K +$198K +3,351 +26%
VIA
944
Vident Investment Advisory
Georgia
$899K +$54.4K +920 +6%
CCM
945
Covington Capital Management
California
$898K +$34.1K +577 +4%
RIL
946
Rothschild Investment LLC
Illinois
$895K -$19.2K -325 -2%
QCG
947
Quadrant Capital Group
Ohio
$892K +$162K +2,739 +21%
SG
948
StoneX Group
New York
$892K +$643K +10,869 +223%
CSPIA
949
Cary Street Partners Investment Advisory
Virginia
$890K +$6.21K +105 +0.7%
AWM
950
Apollon Wealth Management
South Carolina
$877K +$924K +15,622 New
36 37
38
39 40