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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1026
Prosperity Consulting Group
Maryland
$492K -$69.7K -1,709 -12%
RFN
1027
RDA Financial Network
Iowa
$489K +$60.9K +1,494 +14%
WPA
1028
West Paces Advisors
Georgia
$487K -$110K -2,698 -18%
TPI
1029
Trust Point Inc
Wisconsin
$486K -$50.5K -1,238 -9%
BOS
1030
Bank of Stockton
California
$482K +$105K +2,579 +27%
PWP
1031
Phillips Wealth Planners
Mississippi
$482K +$13.5K +331 +3%
WI
1032
WBI Investments
New Jersey
$482K -$24.1K -592 -5%
LSA
1033
Lion Street Advisors
Texas
$480K +$40.3K +987 +9%
KA
1034
Kovack Advisors
Florida
$476K +$3.51K +86 +0.7%
GFA
1035
Gifford Fong Associates
California
$476K – – –
BWAM
1036
Boyd Watterson Asset Management
Ohio
$475K +$9.09K +223 +2%
LSAG
1037
Lake Street Advisors Group
New Hampshire
$469K +$29.1K +714 +7%
WP
1038
WealthPLAN Partners
Nebraska
$469K +$1.43K +35 +0.3%
ESB
1039
Essex Savings Bank
Connecticut
$468K +$4.28K +105 +0.9%
CPSAC
1040
Chas P. Smith & Associates (CPS)
Florida
$464K – – –
GCIM
1041
Gunn & Company Investment Management
Florida
$464K +$476K +11,677 New
KWA
1042
Kingswood Wealth Advisors
California
$463K +$171K +4,193 +56%
GL
1043
Graypoint LLC
New York
$463K -$31.8K -781 -6%
WBC
1044
Westpac Banking Corp
Australia
$463K +$47.4K +1,162 +11%
GWM
1045
Geneos Wealth Management
Colorado
$461K -$89.6K -2,198 -16%
KFGK
1046
Keystone Financial Group (Kentucky)
Kentucky
$458K +$245 +6 +0.1%
HHWM
1047
Hiley Hunt Wealth Management
Nebraska
$453K – – –
DWM
1048
Defined Wealth Management
Oregon
$453K +$1.39K +34 +0.3%
EI
1049
Ellevest Inc
New York
$451K +$2.49K +61 +0.5%
FFWM
1050
Future Financial Wealth Management
Ohio
$450K +$7.22K +177 +2%
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