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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
1026
DB Wealth Management Group
California
$425K +$360K +11,150 +655%
ECG
1027
Edge Capital Group
Georgia
$424K +$223K +6,897 +116%
MAA
1028
Mraz Amerine & Associates
California
$423K – – –
CCM
1029
Carlson Capital Management
Minnesota
$423K +$3.56K +110 +0.9%
KA
1030
Kintegral Advisory
New York
$422K – – –
WR
1031
WD Rutherford
Oregon
$421K +$411K +12,730 New
PI
1032
Putnam Investments
Massachusetts
$420K +$44.7K +1,382 +12%
MC
1033
Maverick Capital
Texas
$420K +$411K +12,712 New
KFGK
1034
Keystone Financial Group (Kentucky)
Kentucky
$419K +$410K +12,694 New
PI
1035
PFG Investments
New York
$419K +$2.55K +79 +0.6%
KWA
1036
Kellett Wealth Advisors
Ohio
$419K +$130K +4,022 +46%
BL
1037
Balentine LLC
Georgia
$415K -$152K -4,695 -27%
EFS
1038
Essex Financial Services
Connecticut
$415K -$586K -18,140 -59%
FAFN
1039
First Affirmative Financial Network
Colorado
$413K +$1.49K +46 +0.4%
V
1040
VeraBank
Texas
$411K -$92K -2,846 -19%
RBC
1041
Romano Brothers & Co
Illinois
$411K +$180K +5,558 +81%
KA
1042
Kovack Advisors
Florida
$410K +$401K +12,417 New
MWM
1043
Modera Wealth Management
New Jersey
$410K +$401K +12,400 New
CSPIA
1044
Cary Street Partners Investment Advisory
Virginia
$409K +$192K +5,941 +92%
GL
1045
Graypoint LLC
New York
$409K +$31.4K +972 +9%
OFG
1046
Oxford Financial Group
Indiana
$407K +$43.6K +1,350 +12%
PCM
1047
Poehling Capital Management
Wisconsin
$405K – – –
SSWM
1048
Sheets Smith Wealth Management
North Carolina
$405K -$921K -28,490 -70%
CCMG
1049
Clark Capital Management Group
Pennsylvania
$403K -$2.55K -79 -0.6%
VCM
1050
Vivaldi Capital Management
Illinois
$402K +$5.07K +157 +1%
40 41
42
43 44