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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
951
Empirical Wealth Management
Washington
$683K -$96.3K -2,634 -14%
NG
952
Norden Group
Utah
$682K +$187K +5,110 +48%
WPC
953
Wedmont Private Capital
Pennsylvania
$682K +$257K +7,033 +83%
BTWM
954
Baker Tilly Wealth Management
Wisconsin
$680K +$71.6K +1,959 +14%
MC
955
Matisse Capital
Oregon
$679K +$7.31K +200 +1%
LJAC
956
L.J. Altfest & Co
New York
$672K – – –
STA
957
Summit Trail Advisors
New York
$672K +$60.8K +1,664 +12%
APW
958
Axim Planning & Wealth
Ohio
$672K -$5.81K -159 -1%
GC
959
Gilbert & Cook
Iowa
$670K +$21.7K +593 +4%
BEI
960
Benjamin Edwards Inc
Missouri
$667K -$19.1K -522 -3%
WT
961
Whittier Trust
California
$667K +$114K +3,116 +25%
AIA
962
Alera Investment Advisors
Illinois
$667K +$16.8K +459 +3%
DTC
963
Davidson Trust Company
Washington
$666K – – –
CAM
964
Cidel Asset Management
Ontario, Canada
$664K +$561K +15,347 New
WEG
965
World Equity Group
Illinois
$662K -$73 -2 -0%
SFG
966
SevenBridge Financial Group
Pennsylvania
$657K -$63.5K -1,738 -10%
BC
967
Bridgefront Capital
Texas
$657K +$555K +15,177 New
ECM
968
Evergreen Capital Management
Washington
$656K +$18.4K +503 +3%
VA
969
Vident Advisory
Georgia
$654K -$14.6K -400 -3%
LIM
970
Longfellow Investment Management
Massachusetts
$654K -$1.61M -44,143 -74%
DG
971
DMC Group
Alabama
$652K +$54.1K +1,481 +11%
OFS
972
Oldfather Financial Services
Nebraska
$649K – – –
PCM
973
Perkins Capital Management
Minnesota
$649K – – –
CTWM
974
Cherry Tree Wealth Management
Minnesota
$645K – – –
SBIA
975
Sheaff Brock Investment Advisors
Indiana
$643K -$3.29K -90 -0.6%
37 38
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