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US Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1051
Ropes Wealth Advisors
Massachusetts
$502K – – –
TF
1052
Tompkins Financial
New York
$500K -$40.9K -760 -8%
CCG
1053
Cypress Capital Group
Florida
$498K – – –
DIA
1054
Davidson Investment Advisors
Montana
$496K -$39.2K -729 -7%
AZA
1055
Arthur Zaske & Associates
Michigan
$495K – – –
JWM
1056
Janiczek Wealth Management
Colorado
$487K -$11.4K -211 -2%
PCG
1057
Private Capital Group
Connecticut
$487K +$486K +9,038 New
PP
1058
PDS Planning
Ohio
$484K +$486K +9,029 New
SBIA
1059
Sheaff Brock Investment Advisors
Indiana
$483K +$54 +1 +0%
AL
1060
Aspiriant LLC
California
$482K -$4.64M -86,272 -91%
Nuveen Fund Advisors
1061
Nuveen Fund Advisors
Illinois
$481K -$197K -3,668 -29%
LSAG
1062
Lake Street Advisors Group
New Hampshire
$481K +$484K +8,986 New
CS
1063
Comerica Securities
Michigan
$480K +$50.7K +943 +12%
MA
1064
Mutual Advisors
Nebraska
$478K +$480K +8,922 New
NIC
1065
Northwest Investment Counselors
Oregon
$477K – – –
HK
1066
Horizon Kinetics
New York
$470K – – –
GEA
1067
Glen Eagle Advisors
New Jersey
$469K -$14.8K -275 -3%
CA
1068
Clearstead Advisors
Ohio
$467K -$784K -14,566 -63%
CA
1069
Cynosure Advisors
Utah
$466K +$468K +8,694 New
BB
1070
Bell Bank
North Dakota
$465K -$8.82K -164 -2%
FWM
1071
Focused Wealth Management
New York
$463K -$87.5K -1,626 -16%
CS
1072
Cannell & Spears
New York
$463K – – –
CCM
1073
Cribstone Capital Management
Maine
$463K +$34.7K +644 +8%
CG
1074
Colony Group
Massachusetts
$463K +$146K +2,722 +46%
SPIA
1075
Steward Partners Investment Advisory
New York
$462K +$20.8K +387 +5%