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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1026
Forza Wealth Management
Florida
$629K +$617K +14,425 New
GBT
1027
Grove Bank & Trust
Florida
$629K +$246K +5,755 +66%
NSAM
1028
North Star Asset Management
Wisconsin
$628K -$10.5K -245 -2%
WPC
1029
White Pine Capital
Minnesota
$628K +$25.7K +600 +4%
PAG
1030
Powers Advisory Group
Illinois
$626K +$37.5K +876 +7%
LAM
1031
L2 Asset Management
Massachusetts
$624K -$211K -4,923 -26%
ADL
1032
Asset Dedication LLC
California
$623K -$51K -1,192 -8%
BBNA
1033
Bremer Bank National Association
Minnesota
$620K -$41K -959 -6%
WTC
1034
WhitTier Trust Company
Nevada
$619K -$13.1K -307 -2%
PA
1035
Pinnacle Associates
New York
$617K +$27.6K +645 +5%
ZF
1036
Zhang Financial
Michigan
$616K -$15.8K -368 -3%
TFS
1037
Thoroughbred Financial Services
Tennessee
$616K +$45.5K +1,064 +8%
LWM
1038
Ledge Wealth Management
Minnesota
$616K +$605K +14,128 New
SXL
1039
Summit X LLC
Missouri
$616K -$642 -15 -0.1%
PA
1040
Procyon Advisors
Connecticut
$615K +$109K +2,548 +22%
SFP
1041
Sweet Financial Partners
Minnesota
$614K +$173K +4,053 +40%
FAG
1042
Fortitude Advisory Group
Washington
$612K -$385 -9 -0.1%
GWM
1043
Geneos Wealth Management
Colorado
$610K +$106K +2,487 +22%
CPIG
1044
Chicago Partners Investment Group
Illinois
$608K -$11K -257 -2%
JMFC
1045
J.M. Forbes & Co
Massachusetts
$605K – – –
CWM
1046
Concentric Wealth Management
California
$603K -$16.7K -390 -3%
BI
1047
Berkeley Inc
Idaho
$603K +$16.7K +390 +3%
MRCM
1048
M&R Capital Management
New Jersey
$601K -$18.5K -432 -3%
WPA
1049
West Paces Advisors
Georgia
$590K +$29.6K +691 +5%
VCM
1050
Vivaldi Capital Management
Illinois
$590K -$1.75K -41 -0.3%
40 41
42
43 44