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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1001
Jacobi Capital Management
Pennsylvania
$567K +$38K +821 +6%
FAG
1002
Fortitude Advisory Group
Washington
$566K -$1.11K -24 -0.2%
GP
1003
Greenline Partners
New York
$566K +$179K +3,876 +38%
SFP
1004
Shepherd Financial Partners
Massachusetts
$564K -$1.09M -23,556 -63%
AT
1005
American Trust
Kentucky
$561K -$19K -411 -3%
JMFC
1006
J.M. Forbes & Co
Massachusetts
$560K -$555 -12 -0.1%
WPC
1007
White Pine Capital
Minnesota
$557K -$14.8K -320 -2%
HLOC
1008
H.L. Ormond & Company
North Carolina
$557K -$6.89K -149 -1%
CFG
1009
Citizens Financial Group
Rhode Island
$556K -$274K -5,928 -30%
JDR
1010
Jay D. Rosenbaum
$549K +$12.7K +275 +2%
ET
1011
Equitable Trust
Tennessee
$548K -$6.43K -139 -1%
VIA
1012
Vident Investment Advisory
Georgia
$548K +$105K +2,274 +15%
PA
1013
Pinnacle Associates
New York
$545K -$79.7K -1,722 -11%
CPIG
1014
Chicago Partners Investment Group
Illinois
$544K +$8.65K +187 +2%
IFA
1015
Interactive Financial Advisors
Illinois
$543K – – –
PAG
1016
Powers Advisory Group
Illinois
$543K +$22.2K +480 +4%
BI
1017
Berkeley Inc
Idaho
$542K +$5.09K +110 +0.8%
PA
1018
Parallel Advisors
California
$540K -$20.7K -448 -3%
CCM
1019
Carlson Capital Management
Minnesota
$540K -$7.63K -165 -1%
SXL
1020
Summit X LLC
Missouri
$540K +$648 +14 +0.1%
LSAG
1021
Lake Street Advisors Group
New Hampshire
$540K +$82.4K +1,781 +15%
WT
1022
Whittier Trust
California
$538K -$10K -217 -2%
SACTSONJ
1023
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$535K – – –
OPWM
1024
Oxinas Partners Wealth Management
Indiana
$535K +$39.6K +856 +7%
PFSC
1025
Peoples Financial Services Corp
Pennsylvania
$533K -$13.9K -300 -2%
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