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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1051
Graypoint LLC
New York
$515K +$106K +2,125 +23%
PAI
1052
Pittenger & Anderson Inc
Nebraska
$514K -$2.6K -52 -0.5%
CW
1053
CreativeOne Wealth
Kansas
$514K +$16.6K +333 +3%
MWM
1054
Meridian Wealth Management
Kentucky
$514K +$132K +2,650 +31%
NAS
1055
Nicolet Advisory Services
Wisconsin
$513K -$349 -7 -0.1%
QI
1056
Qtron Investments
Massachusetts
$512K +$136K +2,731 +33%
HA
1057
HYA Advisors
Missouri
$511K -$30.2K -605 -5%
ARMC
1058
American Research & Management Company
Massachusetts
$511K – – –
BPC
1059
Banque Pictet & Cie
Switzerland
$509K – – –
AB
1060
Atlas Brown
Kentucky
$509K +$15.5K +310 +3%
AWS
1061
Atria Wealth Solutions
New York
$506K -$773K -15,484 -58%
JWCA
1062
J.W. Cole Advisors
Florida
$503K -$51K -1,021 -9%
VA
1063
Valmark Advisers
Ohio
$502K +$124K +2,477 +29%
LJHT
1064
Laurie J. Hall Trustee
$500K – – –
LRPA
1065
L. Roy Papp & Associates
Arizona
$500K – – –
BWP
1066
BSW Wealth Partners
Colorado
$500K +$3.74K +75 +0.7%
LWM
1067
Loveless Wealth Management
Montana
$496K +$10.7K +215 +2%
KCPG
1068
Kavar Capital Partners Group
Kansas
$495K +$12.5K +250 +2%
CNC
1069
Canandaigua National Corp
New York
$494K -$13.5K -271 -2%
RWA
1070
Ropes Wealth Advisors
Massachusetts
$493K +$120K +2,400 +29%
IFWM
1071
Institute for Wealth Management
Colorado
$492K -$1.2K -24 -0.2%
BCA
1072
Bay Colony Advisors
Massachusetts
$491K +$112K +2,236 +27%
BIA
1073
Barry Investment Advisors
Massachusetts
$491K +$170K +3,402 +48%
UWPG
1074
Ullmann Wealth Partners Group
Florida
$489K +$329K +6,589 +163%
MFS
1075
Madrona Financial Services
Washington
$489K +$531K +10,635 New
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