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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1026
Nicolet Advisory Services
Wisconsin
$652K +$1.59K +28 +0.3%
OPWM
1027
Oxinas Partners Wealth Management
Indiana
$648K +$11.7K +206 +2%
BWP
1028
BSW Wealth Partners
Colorado
$644K +$198K +3,478 +47%
BWA
1029
Burt Wealth Advisors
Maryland
$642K – – –
BFG
1030
Beacon Financial Group
Texas
$642K +$39.9K +700 +7%
GIA
1031
Gateway Investment Advisers
Ohio
$637K -$27.2K -478 -4%
S
1032
SignatureFD
Georgia
$636K +$212K +3,722 +53%
IFWM
1033
Institute for Wealth Management
Colorado
$634K – – –
RPC
1034
Rossmore Private Capital
Connecticut
$634K – – –
PWP
1035
Personal Wealth Partners
Minnesota
$630K -$26.7K -469 -4%
EDRIA
1036
Edmonds Duncan Registered Investment Advisors
Kansas
$630K – – –
SCA
1037
Sage Capital Advisors
South Dakota
$628K – – –
F
1038
F3Logic
Minnesota
$627K -$133K -2,331 -18%
SS
1039
Sunbelt Securities
Texas
$626K – – –
LWAC
1040
Laurel Wealth Advisors (California)
California
$622K -$22K -387 -4%
4WM
1041
44 Wealth Management
Oregon
$622K -$911 -16 -0.2%
WDC
1042
Woodward Diversified Capital
California
$622K +$72.9K +1,281 +14%
DWM
1043
Defined Wealth Management
Oregon
$617K +$5.13K +90 +0.9%
JCIA
1044
Jackson Creek Investment Advisors
Colorado
$615K -$14.6K -257 -2%
NQWM
1045
Northwest Quadrant Wealth Management
Oregon
$615K +$1.31K +23 +0.2%
AB
1046
Atlas Brown
Kentucky
$609K +$8.03K +141 +1%
CSS
1047
Cubist Systematic Strategies
Connecticut
$608K -$6.44M -113,078 -92%
CW
1048
CreativeOne Wealth
Kansas
$606K +$78.8K +1,383 +16%
DBT
1049
Dubuque Bank & Trust
Iowa
$605K – – –
SEC
1050
Seven Eight Capital
New York
$603K +$578K +10,147 New
40 41
42
43 44