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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1051
PFG Investments
New York
$394K -$28.3K -777 -6%
GFPC
1052
Global Financial Private Client
Florida
$394K -$310K -8,511 -41%
KA
1053
Kovack Advisors
Florida
$389K -$23.6K -647 -5%
FB
1054
First Bancorp
Maine
$388K – – –
GP
1055
Greenline Partners
New York
$388K – – –
TC
1056
TAP Consulting
Missouri
$387K +$165K +4,528 +63%
MRCM
1057
M&R Capital Management
New Jersey
$387K -$13.4K -369 -3%
UWPG
1058
Ullmann Wealth Partners Group
Florida
$386K +$765 +21 +0.2%
CNFG
1059
Creegan & Nassoura Financial Group
New Hampshire
$385K -$10K -275 -2%
WPC
1060
White Pine Capital
Minnesota
$384K -$7.65K -210 -2%
LA
1061
LVW Advisors
New York
$384K +$423K +11,602 New
RCA
1062
Resonant Capital Advisors
Wisconsin
$383K +$10.5K +289 +3%
MWM
1063
Modera Wealth Management
New Jersey
$382K -$31.1K -855 -7%
LSA
1064
Lion Street Advisors
Texas
$381K +$73.7K +2,023 +21%
EWA
1065
Exencial Wealth Advisors
Oklahoma
$381K -$16.4K -449 -4%
AAM
1066
Auxier Asset Management
Oregon
$380K – – –
AWM
1067
Accurate Wealth Management
Florida
$379K +$62.4K +1,714 +19%
SHFA
1068
SS&H Financial Advisors
Michigan
$379K +$418K +11,462 New
PWP
1069
Phillips Wealth Planners
Mississippi
$378K +$10.6K +291 +3%
CSC
1070
Caldwell Sutter Capital
California
$378K +$20.1K +552 +5%
BFC
1071
Bedel Financial Consulting
Indiana
$377K +$109 +3 +0%
ESB
1072
Essex Savings Bank
Connecticut
$376K -$765 -21 -0.2%
DWM
1073
Defined Wealth Management
Oregon
$374K +$619 +17 +0.2%
MIA
1074
Milestone Investment Advisors
Wisconsin
$374K +$412K +11,307 New
RWA
1075
Ropes Wealth Advisors
Massachusetts
$372K +$91.4K +2,510 +29%
41 42
43
44 45