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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1026
Emerald Advisors
Washington
$594K +$24.5K +499 +4%
CWA
1027
Centennial Wealth Advisory
Michigan
$592K +$44.7K +908 +8%
ESB
1028
Essex Savings Bank
Connecticut
$591K +$10.6K +216 +2%
CCM
1029
Carlson Capital Management
Minnesota
$590K -$66.4K -1,349 -10%
MWM
1030
Manske Wealth Management
Texas
$589K +$606K +12,310 New
AB
1031
Atlas Brown
Kentucky
$589K +$1.03K +21 +0.2%
WP
1032
WealthPLAN Partners
Nebraska
$588K +$689 +14 +0.1%
UWPG
1033
Ullmann Wealth Partners Group
Florida
$584K -$49.2K -1,000 -8%
MWM
1034
Moran Wealth Management
Florida
$584K +$601K +12,208 New
SWM
1035
SeaCrest Wealth Management
New York
$583K +$32.9K +668 +6%
ICA
1036
Infrastructure Capital Advisors
New York
$581K +$598K +12,156 New
CCAL
1037
City Center Advisors LLC
Michigan
$580K -$33.3K -676 -5%
SIC
1038
Sage Investment Counsel
Tennessee
$575K +$591K +12,022 New
GFA
1039
Gifford Fong Associates
California
$574K – – –
ECG
1040
Edge Capital Group
Georgia
$573K -$514K -10,450 -98%
BWAM
1041
Boyd Watterson Asset Management
Ohio
$573K – – –
MWM
1042
Modera Wealth Management
New Jersey
$572K +$24.7K +502 +4%
GL
1043
Graypoint LLC
New York
$571K +$8.27K +168 +1%
MIC
1044
Maxi Investments CY
Cyprus
$570K +$580K +11,800 New
LS
1045
Livforsakringsbolaget Skandia
Sweden
$570K – – –
SVWAG
1046
Sound View Wealth Advisors Group
Georgia
$567K -$152K -3,097 -21%
PIM
1047
Penobscot Investment Management
Massachusetts
$562K +$25.7K +522 +5%
EFS
1048
Essex Financial Services
Connecticut
$560K +$32.1K +652 +6%
LOAMS
1049
Lombard Odier Asset Management (Switzerland)
Switzerland
$559K +$575K +11,695 New
PWP
1050
Phillips Wealth Planners
Mississippi
$559K -$12.6K -257 -2%
40 41
42
43 44