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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
926
Wilkins Investment Counsel
Massachusetts
$787K – – –
GCA
927
Gallagher Capital Advisors
Texas
$784K +$806K +16,386 New
LJAC
928
L.J. Altfest & Co
New York
$784K +$10.5K +213 +1%
TAM
929
Trust Asset Management
Texas
$781K – – –
IA
930
IFG Advisors
Missouri
$778K -$17.3K -352 -2%
NIM
931
Northeast Investment Management
Massachusetts
$775K -$94.6K -1,923 -11%
GWM
932
Geneos Wealth Management
Colorado
$773K -$394 -8 -0%
SC
933
Steph & Co
Wisconsin
$771K +$32.3K +656 +4%
MA
934
Montag & Associates
Georgia
$771K +$1.48K +30 +0.2%
CI
935
Cigna Investments
Connecticut
$768K – – –
PAG
936
Powers Advisory Group
Illinois
$767K -$11.3K -229 -1%
BG
937
Bollard Group
Massachusetts
$757K -$963K -19,575 -55%
WTC
938
WhitTier Trust Company
Nevada
$757K -$26.9K -547 -3%
LSA
939
L & S Advisors
California
$756K – – –
LWAM
940
Legacy Wealth Asset Management
Minnesota
$752K -$17.7K -360 -2%
LFG
941
Larson Financial Group
Missouri
$748K +$238K +4,829 +45%
SWP
942
Sagespring Wealth Partners
Tennessee
$744K +$765K +15,558 New
PA
943
Prossimo Advisors
California
$744K +$1.97K +40 +0.3%
MMA
944
Miracle Mile Advisors
California
$743K +$375K +7,633 +97%
HCM
945
Howard Capital Management
Georgia
$743K +$322K +6,548 +73%
APW
946
Axim Planning & Wealth
Ohio
$738K – – –
RC
947
Rovin Capital
Arizona
$736K -$195K -3,961 -20%
FIA
948
Foundations Investment Advisors
Arizona
$736K +$147K +2,993 +24%
S
949
Sunpointe
Missouri
$732K +$22.6K +459 +3%
SWA
950
Stratos Wealth Advisors
Ohio
$732K +$17.8K +361 +2%
36 37
38
39 40