We are live on ! Find out more
USB icon

US Bancorp
USB

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1001
DHJJ Financial Advisors
Illinois
$659K +$11.9K +278 +2%
BW
1002
Bison Wealth
Georgia
$657K -$236K -5,515 -29%
LSA
1003
L & S Advisors
California
$655K -$12.8K -300 -2%
IWM
1004
Iams Wealth Management
Nebraska
$655K +$642K +15,008 New
ECM
1005
Evergreen Capital Management
Washington
$655K +$174K +4,077 +38%
BWAM
1006
Boyd Watterson Asset Management
Ohio
$654K – – –
RIL
1007
Rothschild Investment LLC
Illinois
$654K -$11.1K -260 -2%
BAM
1008
Blueshift Asset Management
New Jersey
$652K -$430K -10,041 -40%
FMAEN1
1009
Fund Management at Engine No 1
California
$649K +$80.8K +1,887 +15%
WI
1010
WrapManager Inc
California
$646K -$93.8K -2,192 -13%
RT
1011
Rockland Trust
Massachusetts
$646K +$220K +5,136 +53%
VCM
1012
Virtue Capital Management
Tennessee
$644K +$632K +14,774 New
TRIA
1013
Trail Ridge Investment Advisors
Colorado
$641K – – –
TL
1014
Tradewinds LLC
North Carolina
$641K -$187K -4,367 -54%
MLL
1015
Moody Lynn & Lieberson
Massachusetts
$640K – – –
MLA
1016
My Legacy Advisors
Oregon
$638K +$67.9K +1,587 +14%
AWAU
1017
Alliance Wealth Advisors (Utah)
Utah
$637K +$626K +14,616 New
BA
1018
Bridgewater Advisors
New York
$635K -$71.3K -1,665 -10%
CFA
1019
CWS Financial Advisors
Michigan
$635K +$38.2K +892 +8%
LL
1020
LWMG LLC
Minnesota
$634K +$622K +14,527 New
GVAG
1021
Great Valley Advisor Group
Delaware
$633K -$72.6K -1,696 -10%
DPIM
1022
Duff & Phelps Investment Management
Illinois
$630K – – –
CT
1023
Coastline Trust
Rhode Island
$630K -$51.4K -1,200 -8%
JCM
1024
Jacobi Capital Management
Pennsylvania
$630K +$15.9K +371 +3%
S
1025
SignatureFD
Georgia
$629K +$71.6K +1,673 +13%
39 40
41
42 43