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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
926
Prio Wealth Limited Partnership
Massachusetts
$885K – – –
AP
927
Atwood & Palmer
Missouri
$879K – – –
EI
928
Ethic Inc
New York
$878K -$102K -2,387 -11%
IP
929
Ignite Planners
California
$877K -$27.6K -646 -3%
SMC
930
Smith, Moore & Co
Missouri
$867K -$53.9K -1,260 -6%
SAM
931
Secure Asset Management
Michigan
$866K +$615K +14,370 +262%
AWM
932
Apollon Wealth Management
South Carolina
$862K +$88.2K +2,061 +12%
FP
933
Financial Perspectives
Minnesota
$856K +$856 +20 +0.1%
CCT
934
Chemung Canal Trust
New York
$850K +$1.41K +33 +0.2%
FFM
935
Forum Financial Management
Illinois
$849K +$52.6K +1,230 +7%
FCFC
936
First Citizens Financial Corp
Iowa
$844K +$211K +4,940 +34%
HWA
937
HCR Wealth Advisors
California
$844K -$15.3K -358 -2%
DEA
938
DoubleLine ETF Adviser
Florida
$833K +$818K +19,106 New
RL
939
Ruffer LLP
United Kingdom
$831K -$12.8K -300 -2%
AWP
940
Ascent Wealth Partners
New York
$830K +$95.2K +2,225 +13%
MFWP
941
Mosaic Family Wealth Partners
Missouri
$827K +$811K +18,958 New
KPWS
942
Kestra Private Wealth Services
Texas
$825K -$7.11K -166 -0.9%
HI
943
Harbour Investments
Wisconsin
$822K +$43.8K +1,024 +6%
CA
944
Clearstead Advisors
Ohio
$821K +$7.79K +182 +1%
JWM
945
JGP Wealth Management
Oregon
$820K -$55K -1,286 -6%
LWAM
946
Legacy Wealth Asset Management
Minnesota
$816K +$11.1K +260 +1%
WP
947
WealthPLAN Partners
Nebraska
$809K +$704K +16,458 New
WIM
948
WealthPlan Investment Management
Nebraska
$808K -$3.72K -87 -0.5%
CNAM
949
Campbell Newman Asset Management
Wisconsin
$803K – – –
WWM
950
Western Wealth Management
Colorado
$800K -$597K -13,952 -43%
36 37
38
39 40