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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1051
Essex Savings Bank
Connecticut
$506K – – –
EI
1052
Ellevest Inc
New York
$505K +$37.3K +884 +8%
PIM
1053
Penobscot Investment Management
Massachusetts
$502K +$29.5K +700 +7%
SW
1054
SVB Wealth
Massachusetts
$502K +$26.2K +622 +6%
FFWM
1055
Future Financial Wealth Management
Ohio
$498K +$3.88K +92 +0.8%
IFWM
1056
Institute for Wealth Management
Colorado
$498K – – –
OAM
1057
Ostrum Asset Management
France
$497K – – –
MWM
1058
Modera Wealth Management
New Jersey
$497K -$18.1K -430 -4%
LSAG
1059
Lake Street Advisors Group
New Hampshire
$495K +$2.95K +70 +0.6%
RIL
1060
Rothschild Investment LLC
Illinois
$493K +$2.53K +60 +0.5%
MSWM
1061
McGlone Suttner Wealth Management
Wisconsin
$492K +$43.1K +1,022 +10%
PWS
1062
Precision Wealth Strategies
Missouri
$492K -$29.3K -694 -6%
TCWM
1063
Total Clarity Wealth Management
Illinois
$491K -$23.6K -559 -5%
ANBTV
1064
American National Bank & Trust (Virginia)
Virginia
$491K +$463K +10,982 New
CPIG
1065
Chicago Partners Investment Group
Illinois
$487K +$3.29K +78 +0.7%
MWM
1066
Modern Wealth Management
Kansas
$487K +$79.7K +1,889 +21%
FM
1067
Foster & Motley
Ohio
$484K -$37.6K -890 -8%
RFN
1068
RDA Financial Network
Iowa
$484K -$1.05K -25 -0.2%
AWM
1069
Avior Wealth Management
Nebraska
$484K +$78.8K +1,867 +21%
LSA
1070
Lion Street Advisors
Texas
$481K – – –
ERIC
1071
Eagle Rock Investment Company
Georgia
$481K – – –
BEI
1072
Benjamin Edwards Inc
Missouri
$479K -$199K -4,706 -31%
FLPIM
1073
F.L. Putnam Investment Management
Massachusetts
$478K +$10.9K +258 +2%
IP
1074
Ignite Planners
California
$478K -$5.78K -137 -1%
CNFG
1075
Creegan & Nassoura Financial Group
New Hampshire
$474K -$7.59K -180 -2%
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