We are live on ! Find out more
USB icon

US Bancorp
USB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1026
WBH Advisory
Maryland
$208K +$200K +4,860 New
VC
1027
Vicus Capital
Pennsylvania
$207K +$198K +4,827 New
SIM
1028
Sadoff Investment Management
Wisconsin
$207K +$198K +4,829 New
AWA
1029
ARS Wealth Advisors
Florida
$206K +$198K +4,807 New
DCM
1030
Donaldson Capital Management
Indiana
$204K +$196K +4,760 New
HSA
1031
HBK Sorce Advisory
Pennsylvania
$203K +$194K +4,731 New
FBA
1032
Front Barnett Associates
Illinois
$203K +$195K +4,741 New
HPC
1033
HM Payson & Co
Maine
$201K +$192K +4,684 New
BWP
1034
Baldwin Wealth Partners
Massachusetts
$201K +$193K +4,700 New
FNFDCM
1035
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$201K +$193K +4,700 New
NYLIM
1036
New York Life Investment Management
New York
$189K – – –
ATC
1037
Adirondack Trust Company
New York
$188K – – –
MIC
1038
MU Investments Company
Japan
$186K -$214K -5,200 -54%
LI
1039
LMCG Investments
Massachusetts
$182K -$2.14K -52 -1%
AIM
1040
Acropolis Investment Management
Missouri
$179K -$85.7K -2,086 -33%
DAM
1041
Delta Asset Management
Tennessee
$177K – – –
JIC
1042
Joel Isaacson & Co
New York
$173K – – –
HI
1043
Hudock Inc
Pennsylvania
$169K +$288 +7 +0.2%
TIM
1044
Tortoise Investment Management
New York
$167K – – –
BRWA
1045
B. Riley Wealth Advisors
Florida
$156K +$37.3K +908 +33%
TCM
1046
Tradewinds Capital Management
Washington
$131K +$63.8K +1,553 +103%
CFA
1047
CT Financial Advisors
Pennsylvania
$131K +$123K +2,995 New
CA
1048
CapWealth Advisors
Tennessee
$129K -$11.5K -280 -9%
CCM
1049
Cutler Capital Management
Massachusetts
$129K – – –
AWM
1050
Avior Wealth Management
Nebraska
$126K +$121K +2,935 New
40 41
42
43 44