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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
976
Warther Private Wealth
Ohio
$636K -$1.88M -51,434 -78%
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
$635K -$240K -6,563 -31%
WCM
978
WealthBridge Capital Management
Ohio
$629K +$18.4K +502 +4%
CW
979
CreativeOne Wealth
Kansas
$627K +$141K +3,846 +36%
ACA
980
Aptus Capital Advisors
Alabama
$626K -$47.8K -1,308 -8%
BA
981
Bridgewater Advisors
New York
$625K +$3.55K +97 +0.7%
PB
982
Pinnacle Bancorp
Nebraska
$623K +$1.94K +53 +0.4%
VCM
983
Virtue Capital Management
Tennessee
$620K -$139K -3,793 -21%
CPIA
984
Cornell Pochily Investment Advisors
New York
$620K -$103K -2,805 -16%
SFP
985
Shepherd Financial Partners
Massachusetts
$620K +$841 +23 +0.2%
SCTC
986
Sanibel Captiva Trust Company
Florida
$619K +$523K +14,309 New
I
987
InceptionR
California
$615K -$328K -8,981 -39%
PWLP
988
Prio Wealth Limited Partnership
Massachusetts
$610K +$4.17K +114 +0.8%
WDC
989
Woodward Diversified Capital
California
$609K +$3.55K +97 +0.7%
PCS
990
Personal CFO Solutions
New Jersey
$609K +$272K +7,438 +112%
KWA
991
Kellett Wealth Advisors
Ohio
$607K +$877 +24 +0.2%
JCM
992
Jag Capital Management
Missouri
$607K +$8.99K +246 +2%
PGIM
993
Pacific Global Investment Management
California
$607K +$18.2K +499 +4%
CS
994
Capital Square
Tennessee
$602K +$271K +7,407 +114%
CW
995
CIC Wealth
Maryland
$600K -$120K -3,273 -19%
MMPW
996
Mitchell McLeod Pugh & Williams
Alabama
$599K -$21K -574 -4%
OCG
997
Opus Capital Group
Ohio
$597K -$13.4K -367 -3%
CP
998
Covenant Partners
Tennessee
$597K +$504K +13,783 New
OPWM
999
Oxinas Partners Wealth Management
Indiana
$594K -$46.8K -1,280 -9%
WPW
1000
Waldron Private Wealth
Pennsylvania
$594K -$32.9K -901 -6%
38 39
40
41 42