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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1051
CreativeOne Wealth
Kansas
$514K +$16.6K +333 +3%
MWM
1052
Meridian Wealth Management
Kentucky
$514K +$132K +2,650 +31%
NAS
1053
Nicolet Advisory Services
Wisconsin
$513K -$349 -7 -0.1%
QI
1054
Qtron Investments
Massachusetts
$512K +$136K +2,731 +33%
HA
1055
HYA Advisors
Missouri
$511K -$30.2K -605 -5%
ARMC
1056
American Research & Management Company
Massachusetts
$511K – – –
AB
1057
Atlas Brown
Kentucky
$509K +$15.5K +310 +3%
AWS
1058
Atria Wealth Solutions
New York
$506K -$773K -15,484 -58%
JWCA
1059
J.W. Cole Advisors
Florida
$503K -$51K -1,021 -9%
VA
1060
Valmark Advisers
Ohio
$502K +$124K +2,477 +29%
LJHT
1061
Laurie J. Hall Trustee
$500K – – –
LRPA
1062
L. Roy Papp & Associates
Arizona
$500K – – –
BWP
1063
BSW Wealth Partners
Colorado
$500K +$3.74K +75 +0.7%
LWM
1064
Loveless Wealth Management
Montana
$496K +$10.7K +215 +2%
KCPG
1065
Kavar Capital Partners Group
Kansas
$495K +$12.5K +250 +2%
CNC
1066
Canandaigua National Corp
New York
$494K -$13.5K -271 -2%
RWA
1067
Ropes Wealth Advisors
Massachusetts
$493K +$120K +2,400 +29%
IFWM
1068
Institute for Wealth Management
Colorado
$492K -$1.2K -24 -0.2%
BCA
1069
Bay Colony Advisors
Massachusetts
$491K +$112K +2,236 +27%
BIA
1070
Barry Investment Advisors
Massachusetts
$491K +$170K +3,402 +48%
UWPG
1071
Ullmann Wealth Partners Group
Florida
$489K +$329K +6,589 +163%
MFS
1072
Madrona Financial Services
Washington
$489K +$531K +10,635 New
CC
1073
Courier Capital
New York
$488K -$49.9K -1,000 -9%
EDRIA
1074
Edmonds Duncan Registered Investment Advisors
Kansas
$488K – – –
LL
1075
LPWM LLC
Minnesota
$487K – – –
41 42
43
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