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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1026
Acropolis Investment Management
Missouri
$426K +$73.3K +2,267 +21%
PFSC
1027
Peoples Financial Services Corp
Pennsylvania
$425K +$9.7K +300 +2%
DWMG
1028
DB Wealth Management Group
California
$425K +$360K +11,150 +655%
ECG
1029
Edge Capital Group
Georgia
$424K +$223K +6,897 +116%
MAA
1030
Mraz Amerine & Associates
California
$423K – – –
CCM
1031
Carlson Capital Management
Minnesota
$423K +$3.56K +110 +0.9%
KA
1032
Kintegral Advisory
New York
$422K – – –
WR
1033
WD Rutherford
Oregon
$421K +$411K +12,730 New
PI
1034
Putnam Investments
Massachusetts
$420K +$44.7K +1,382 +12%
MC
1035
Maverick Capital
Texas
$420K +$411K +12,712 New
KFGK
1036
Keystone Financial Group (Kentucky)
Kentucky
$419K +$410K +12,694 New
PI
1037
PFG Investments
New York
$419K +$2.55K +79 +0.6%
KWA
1038
Kellett Wealth Advisors
Ohio
$419K +$130K +4,022 +46%
BL
1039
Balentine LLC
Georgia
$415K -$152K -4,695 -27%
EFS
1040
Essex Financial Services
Connecticut
$415K -$586K -18,140 -59%
FAFN
1041
First Affirmative Financial Network
Colorado
$413K +$1.49K +46 +0.4%
V
1042
VeraBank
Texas
$411K -$92K -2,846 -19%
RBC
1043
Romano Brothers & Co
Illinois
$411K +$180K +5,558 +81%
KA
1044
Kovack Advisors
Florida
$410K +$401K +12,417 New
MWM
1045
Modera Wealth Management
New Jersey
$410K +$401K +12,400 New
CSPIA
1046
Cary Street Partners Investment Advisory
Virginia
$409K +$192K +5,941 +92%
GL
1047
Graypoint LLC
New York
$409K +$31.4K +972 +9%
OFG
1048
Oxford Financial Group
Indiana
$407K +$43.6K +1,350 +12%
PCM
1049
Poehling Capital Management
Wisconsin
$405K – – –
SSWM
1050
Sheets Smith Wealth Management
North Carolina
$405K -$921K -28,490 -70%
40 41
42
43 44