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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
976
Evergreen Capital Management
Washington
$486K +$198K +5,447 +60%
WPW
977
Waldron Private Wealth
Pennsylvania
$485K +$21.4K +588 +4%
MMPW
978
Mitchell McLeod Pugh & Williams
Alabama
$477K -$123K -3,389 -19%
BA
979
Bridgewater Advisors
New York
$475K -$5.5K -151 -1%
PB
980
Pinnacle Bancorp
Nebraska
$474K -$399K -10,965 -43%
SFP
981
Shepherd Financial Partners
Massachusetts
$473K +$119K +3,262 +30%
NIM
982
NEOS Investment Management
Connecticut
$470K +$518K +14,223 New
OCG
983
Opus Capital Group
Ohio
$468K +$10.2K +280 +2%
AC
984
Abbrea Capital
California
$467K -$95.4K -2,620 -16%
KFGK
985
Keystone Financial Group (Kentucky)
Kentucky
$466K +$50.9K +1,397 +11%
WCM
986
WealthBridge Capital Management
Ohio
$464K +$511K +14,028 New
KWA
987
Kellett Wealth Advisors
Ohio
$463K +$48.5K +1,330 +10%
PWLP
988
Prio Wealth Limited Partnership
Massachusetts
$462K -$159K -4,356 -24%
WDC
989
Woodward Diversified Capital
California
$462K +$81.5K +2,238 +19%
RC
990
Rovin Capital
Arizona
$461K +$104K +2,866 +26%
SGI
991
Summit Global Investments
Utah
$459K -$185K -5,091 -27%
STA
992
Summit Trail Advisors
New York
$459K +$98.8K +2,713 +25%
IAN
993
Integrated Advisors Network
Texas
$459K -$334K -9,159 -40%
CWM
994
Chronos Wealth Management
Florida
$456K – – –
JCM
995
Jag Capital Management
Missouri
$456K +$3.97K +109 +0.8%
DFA
996
DHJJ Financial Advisors
Illinois
$455K -$10.5K -287 -2%
BTWM
997
Baker Tilly Wealth Management
Wisconsin
$455K +$97.3K +2,672 +24%
BP
998
Ballentine Partners
Massachusetts
$454K +$3.35K +92 +0.7%
GC
999
Gratus Capital
Georgia
$454K +$127K +3,483 +34%
JDR
1000
Jay D. Rosenbaum
$453K -$28.4K -780 -5%
38 39
40
41 42