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US Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
1026
Baker Ellis Asset Management
Washington
$627K
SS
1027
Sunbelt Securities
Texas
$626K +$89.3K +1,522 +16%
NAS
1028
Nicolet Advisory Services
Wisconsin
$624K -$42.5K -724 -6%
GC
1029
Gilbert & Cook
Iowa
$624K +$15.7K +267 +3%
FCH
1030
Freestone Capital Holdings
Washington
$620K +$78.6K +1,340 +14%
UIA
1031
UBP Investment Advisors
Switzerland
$620K +$636K +10,837 New
LWAC
1032
Laurel Wealth Advisors (California)
California
$618K +$23K +392 +4%
BWA
1033
Burt Wealth Advisors
Maryland
$616K
TI
1034
Tidal Investments
Wisconsin
$614K +$278K +4,735 +78%
OPWM
1035
Oxinas Partners Wealth Management
Indiana
$609K -$316K -5,394 -34%
OCG
1036
Opus Capital Group
Ohio
$608K -$38.9K -663 -6%
IFWM
1037
Institute for Wealth Management
Colorado
$608K
RPC
1038
Rossmore Private Capital
Connecticut
$608K
JCIA
1039
Jackson Creek Investment Advisors
Colorado
$604K -$235 -4 -0%
EDRIA
1040
Edmonds Duncan Registered Investment Advisors
Kansas
$604K
SCA
1041
Sage Capital Advisors
South Dakota
$604K
GVAG
1042
Great Valley Advisor Group
Delaware
$604K +$146K +2,488 +31%
Kovitz Investment Group Partners
1043
Kovitz Investment Group Partners
Illinois
$599K +$295K +5,025 +91%
GCA
1044
Greenwood Capital Associates
South Carolina
$598K +$111K +1,888 +22%
4WM
1045
44 Wealth Management
Oregon
$597K +$1.88K +32 +0.3%
DWM
1046
Defined Wealth Management
Oregon
$587K
KCPG
1047
Kavar Capital Partners Group
Kansas
$587K
IMA
1048
Investment Management Associates
Colorado
$584K -$6.34K -108 -1%
CCA
1049
Checchi Capital Advisers
California
$583K +$17.7K +301 +3%
RFN
1050
RDA Financial Network
Iowa
$582K -$4.46K -76 -0.7%