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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
926
Bison Wealth
Georgia
$750K -$35.6K -974 -5%
DAS
927
Dynamic Advisor Solutions
Arizona
$747K +$302K +8,250 +94%
DPIM
928
Duff & Phelps Investment Management
Illinois
$745K – – –
VC
929
Vestor Capital
Illinois
$744K +$9.25K +253 +1%
GAM
930
Groupama Asset Management
France
$744K +$1.25M +34,086 New
EWA
931
Exencial Wealth Advisors
Oklahoma
$744K +$207K +5,658 +49%
WPA
932
West Paces Advisors
Georgia
$742K +$77.1K +2,109 +14%
QCM
933
QRG Capital Management
Illinois
$741K -$256 -7 -0%
TPI
934
Trust Point Inc
Wisconsin
$738K +$623K +17,043 New
GBT
935
Grove Bank & Trust
Florida
$737K -$81K -2,215 -12%
SS
936
Sunbelt Securities
Texas
$730K +$13.1K +359 +2%
DDC
937
DF Dent & Co
Maryland
$728K -$139K -3,809 -18%
TWP
938
Tyche Wealth Partners
Texas
$728K +$615K +16,817 New
PAI
939
Pittenger & Anderson Inc
Nebraska
$726K +$366K +10,000 +148%
CI
940
Cigna Investments
Connecticut
$720K +$11.3K +308 +2%
IA
941
IFG Advisors
Missouri
$720K – – –
PAG
942
Powers Advisory Group
Illinois
$717K +$40.4K +1,105 +7%
RC
943
Rovin Capital
Arizona
$713K +$92K +2,517 +18%
CCP
944
Cunning Capital Partners
North Carolina
$709K – – –
FIA
945
FNY Investment Advisers
New York
$709K +$600K +16,400 New
TAM
946
Trust Asset Management
Texas
$706K – – –
AC
947
AlphaCore Capital
California
$700K – – –
SFP
948
Sweet Financial Partners
Minnesota
$694K +$2.81K +77 +0.5%
CSPIA
949
Cary Street Partners Investment Advisory
Virginia
$693K -$28.1K -768 -5%
LF
950
LifePlan Financial
Minnesota
$687K +$581K +15,883 New
36 37
38
39 40