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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1001
Vivaldi Capital Management
Illinois
$595K +$21.2K +483 +4%
ACM
1002
AlphaStar Capital Management
North Carolina
$594K -$268K -6,102 -32%
PWP
1003
Phillips Wealth Planners
Mississippi
$593K +$10.7K +243 +2%
AWM
1004
Axxcess Wealth Management
California
$593K -$27.8K -633 -5%
CCAL
1005
City Center Advisors LLC
Michigan
$586K -$165K -3,760 -23%
EA
1006
Emerald Advisors
Washington
$586K +$58.5K +1,333 +13%
PPC
1007
Park Place Capital
Alabama
$586K -$62.5K -1,425 -10%
BW
1008
Bison Wealth
Georgia
$580K -$148K -3,363 -21%
JMFC
1009
J.M. Forbes & Co
Massachusetts
$580K -$9.43K -215 -2%
JWA
1010
JFS Wealth Advisors
Pennsylvania
$579K +$430K +9,812 +343%
GWWM
1011
Great Waters Wealth Management
Minnesota
$579K +$65K +1,482 +13%
BFC
1012
Bedel Financial Consulting
Indiana
$578K – – –
V
1013
VeraBank
Texas
$577K – – –
MFG
1014
Merit Financial Group
Georgia
$572K -$535K -12,194 -49%
LSAG
1015
Lake Street Advisors Group
New Hampshire
$568K +$27.2K +620 +5%
SAM
1016
Smartleaf Asset Management
Massachusetts
$566K +$93.5K +2,132 +21%
FIA
1017
Foundations Investment Advisors
Arizona
$566K +$66.6K +1,519 +14%
FFM
1018
Forum Financial Management
Illinois
$565K +$77.6K +1,770 +17%
PWLP
1019
Prio Wealth Limited Partnership
Massachusetts
$564K -$1.66M -37,944 -75%
IWA
1020
Icon Wealth Advisors
Texas
$563K -$221K -5,033 -29%
KWA
1021
Kingswood Wealth Advisors
California
$563K +$28.1K +641 +5%
MC
1022
Matisse Capital
Oregon
$562K -$43.9K -1,000 -8%
AB
1023
Atlas Brown
Kentucky
$562K -$18K -410 -3%
WP
1024
WealthPLAN Partners
Nebraska
$561K +$20.3K +463 +4%
CW
1025
CIC Wealth
Maryland
$558K -$18.9K -430 -3%
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