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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1051
Edge Capital Group
Georgia
$506K -$73.8K -1,748 -13%
GC
1052
Gratus Capital
Georgia
$506K -$37.1K -880 -7%
ESB
1053
Essex Savings Bank
Connecticut
$506K – – –
EI
1054
Ellevest Inc
New York
$505K +$37.3K +884 +8%
PIM
1055
Penobscot Investment Management
Massachusetts
$502K +$29.5K +700 +7%
SW
1056
SVB Wealth
Massachusetts
$502K +$26.2K +622 +6%
FFWM
1057
Future Financial Wealth Management
Ohio
$498K +$3.88K +92 +0.8%
IFWM
1058
Institute for Wealth Management
Colorado
$498K – – –
OAM
1059
Ostrum Asset Management
France
$497K – – –
MWM
1060
Modera Wealth Management
New Jersey
$497K -$18.1K -430 -4%
LSAG
1061
Lake Street Advisors Group
New Hampshire
$495K +$2.95K +70 +0.6%
RIL
1062
Rothschild Investment LLC
Illinois
$493K +$2.53K +60 +0.5%
MSWM
1063
McGlone Suttner Wealth Management
Wisconsin
$492K +$43.1K +1,022 +10%
PWS
1064
Precision Wealth Strategies
Missouri
$492K -$29.3K -694 -6%
TCWM
1065
Total Clarity Wealth Management
Illinois
$491K -$23.6K -559 -5%
ANBTV
1066
American National Bank & Trust (Virginia)
Virginia
$491K +$463K +10,982 New
CPIG
1067
Chicago Partners Investment Group
Illinois
$487K +$3.29K +78 +0.7%
MWM
1068
Modern Wealth Management
Kansas
$487K +$79.7K +1,889 +21%
FM
1069
Foster & Motley
Ohio
$484K -$37.6K -890 -8%
RFN
1070
RDA Financial Network
Iowa
$484K -$1.05K -25 -0.2%
AWM
1071
Avior Wealth Management
Nebraska
$484K +$78.8K +1,867 +21%
LSA
1072
Lion Street Advisors
Texas
$481K – – –
ERIC
1073
Eagle Rock Investment Company
Georgia
$481K – – –
BEI
1074
Benjamin Edwards Inc
Missouri
$479K -$199K -4,706 -31%
FLPIM
1075
F.L. Putnam Investment Management
Massachusetts
$478K +$10.9K +258 +2%
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