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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
951
Ostrum Asset Management
France
$734K +$339K +7,341 +73%
DTC
952
Davidson Trust Company
Washington
$729K -$13.9K -301 -2%
SFP
953
Shepherd Financial Partners
Massachusetts
$729K +$27K +585 +4%
SWP
954
Sagespring Wealth Partners
Tennessee
$728K +$78.1K +1,693 +11%
MIM
955
Morningstar Investment Management
Illinois
$725K -$108K -2,336 -12%
PCM
956
Poehling Capital Management
Wisconsin
$723K – – –
VC
957
Vestor Capital
Illinois
$723K -$1.15K -25 -0.1%
FM
958
Foster & Motley
Ohio
$718K +$358K +7,762 +84%
IPW
959
Impact Partnership Wealth
Georgia
$715K – – –
NI
960
Natural Investments
California
$710K – – –
GSWA
961
Good Steward Wealth Advisors
Tennessee
$708K +$774K +16,767 New
IA
962
IFP Advisors
Florida
$706K +$144K +3,123 +23%
HR
963
Howe & Rusling
New York
$701K -$3.37M -73,016 -81%
TFS
964
Thoroughbred Financial Services
Tennessee
$701K +$2.77K +60 +0.4%
LIM
965
Leavell Investment Management
Alabama
$701K -$74.3K -1,611 -9%
VNA
966
Valley National Advisers
Pennsylvania
$700K -$325K -7,050 -30%
CS
967
Capital Square
Tennessee
$699K – – –
GCA
968
Gallagher Capital Advisors
Texas
$699K +$7.38K +160 +1%
BPWM
969
Badgley Phelps Wealth Managers
Washington
$697K – – –
WIC
970
Wilkins Investment Counsel
Massachusetts
$695K – – –
TSMHT
971
Thurston Springer Miller Herd & Titak
Indiana
$694K +$138K +2,986 +22%
NSAM
972
North Star Asset Management
Wisconsin
$690K -$25.8K -560 -3%
SS
973
Sunbelt Securities
Texas
$689K -$41.2K -894 -5%
LJAC
974
L.J. Altfest & Co
New York
$688K -$3.74K -81 -0.5%
IA
975
IFG Advisors
Missouri
$687K – – –
37 38
39
40 41