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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1051
Ullmann Wealth Partners Group
Florida
$809K – – –
WFM
1052
Wolff Financial Management
Michigan
$809K +$280 +5 +0%
WDC
1053
Woodward Diversified Capital
California
$807K -$3.25K -58 -0.4%
CIA
1054
Capital Investment Advisors
Georgia
$796K -$35.7K -638 -5%
RA
1055
RFG Advisory
Alabama
$793K -$89.9K -1,605 -11%
NDBT
1056
North Dallas Bank & Trust
Texas
$792K -$11.2K -200 -2%
APW
1057
Axim Planning & Wealth
Ohio
$791K -$147K -2,620 -17%
AMPWP
1058
Alvarez & Marsal Private Wealth Partners
Florida
$791K +$12.3K +219 +2%
BMWS
1059
Brady Martz Wealth Solutions
North Dakota
$789K -$35.5K -634 -5%
IFG
1060
Independent Financial Group
California
$789K -$90.3K -1,612 -11%
AO
1061
Advisor OS
Illinois
$787K +$37.1K +662 +5%
LFG
1062
Larson Financial Group
Missouri
$780K -$782K -13,954 -52%
FLPIM
1063
F.L. Putnam Investment Management
Massachusetts
$774K -$67.1K -1,197 -9%
EFG
1064
Everhart Financial Group
Ohio
$772K -$18.8K -335 -3%
MSS
1065
Mitchell Sinkler & Starr
Pennsylvania
$769K -$8.4K -150 -1%
ABC
1066
Anchor Bay Capital
California
$766K +$668K +11,927 New
KA
1067
Kintegral Advisory
New York
$765K – – –
PFA
1068
Pure Financial Advisors
California
$761K +$94.1K +1,680 +15%
PWMAG
1069
Pinnacle Wealth Management Advisory Group
New Jersey
$761K +$72.6K +1,295 +11%
AHL
1070
Abel Hall LLC
Louisiana
$759K -$293K -5,228 -29%
PWPS
1071
Pinnacle Wealth Planning Services
Ohio
$759K +$36.1K +645 +5%
PPC
1072
Park Place Capital
Alabama
$756K +$1.23K +22 +0.2%
PCM
1073
Perkins Capital Management
Minnesota
$746K -$11.2K -200 -2%
ACM
1074
Aster Capital Management
United Arab Emirates
$745K -$5.02M -89,627 -88%
NIM
1075
Northeast Investment Management
Massachusetts
$745K -$105K -1,875 -13%
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