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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1001
Iams Wealth Management
Nebraska
$655K +$642K +15,008 New
ECM
1002
Evergreen Capital Management
Washington
$655K +$174K +4,077 +38%
BWAM
1003
Boyd Watterson Asset Management
Ohio
$654K – – –
RIL
1004
Rothschild Investment LLC
Illinois
$654K -$11.1K -260 -2%
BAM
1005
Blueshift Asset Management
New Jersey
$652K -$430K -10,041 -40%
FMAEN1
1006
Fund Management at Engine No 1
California
$649K +$80.8K +1,887 +15%
WI
1007
WrapManager Inc
California
$646K -$93.8K -2,192 -13%
RT
1008
Rockland Trust
Massachusetts
$646K +$220K +5,136 +53%
VCM
1009
Virtue Capital Management
Tennessee
$644K +$632K +14,774 New
TRIA
1010
Trail Ridge Investment Advisors
Colorado
$641K – – –
TL
1011
Tradewinds LLC
North Carolina
$641K -$187K -4,367 -54%
MLL
1012
Moody Lynn & Lieberson
Massachusetts
$640K – – –
MLA
1013
My Legacy Advisors
Oregon
$638K +$67.9K +1,587 +14%
AWAU
1014
Alliance Wealth Advisors (Utah)
Utah
$637K +$626K +14,616 New
BA
1015
Bridgewater Advisors
New York
$635K -$71.3K -1,665 -10%
CFA
1016
CWS Financial Advisors
Michigan
$635K +$38.2K +892 +8%
LL
1017
LWMG LLC
Minnesota
$634K +$622K +14,527 New
GVAG
1018
Great Valley Advisor Group
Delaware
$633K -$72.6K -1,696 -10%
DPIM
1019
Duff & Phelps Investment Management
Illinois
$630K – – –
CT
1020
Coastline Trust
Rhode Island
$630K -$51.4K -1,200 -8%
JCM
1021
Jacobi Capital Management
Pennsylvania
$630K +$15.9K +371 +3%
S
1022
SignatureFD
Georgia
$629K +$71.6K +1,673 +13%
FWM
1023
Forza Wealth Management
Florida
$629K +$617K +14,425 New
GBT
1024
Grove Bank & Trust
Florida
$629K +$246K +5,755 +66%
NSAM
1025
North Star Asset Management
Wisconsin
$628K -$10.5K -245 -2%
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