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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1051
Berkshire Asset Management
Pennsylvania
$448K +$40.6K +995 +10%
PIM
1052
Penobscot Investment Management
Massachusetts
$446K – – –
GWWM
1053
Great Waters Wealth Management
Minnesota
$444K -$8.16K -200 -2%
LOIP
1054
Live Oak Investment Partners
Texas
$443K – – –
CSC
1055
Caldwell Sutter Capital
California
$442K +$24.8K +609 +6%
MWM
1056
Modera Wealth Management
New Jersey
$442K +$367 +9 +0.1%
MCCP
1057
Mission Creek Capital Partners
California
$442K -$683K -16,751 -60%
SPL
1058
Smart Portfolios LLC
Washington
$440K +$34.5K +845 +8%
SWM
1059
SeaCrest Wealth Management
New York
$438K +$30.9K +758 +7%
RIL
1060
Rothschild Investment LLC
Illinois
$437K -$530 -13 -0.1%
IFWM
1061
Institute for Wealth Management
Colorado
$437K -$5.22K -128 -1%
PWS
1062
Precision Wealth Strategies
Missouri
$437K – – –
FB
1063
First Bancorp
Maine
$436K -$32.6K -800 -7%
IWM
1064
IHT Wealth Management
Illinois
$434K -$58.1K -1,424 -12%
CWA
1065
Centennial Wealth Advisory
Michigan
$434K +$30.7K +754 +7%
MSWM
1066
McGlone Suttner Wealth Management
Wisconsin
$433K -$41.7K -1,022 -9%
STA
1067
Summit Trail Advisors
New York
$432K -$265K -6,501 -38%
FIA
1068
Foundations Investment Advisors
Arizona
$431K +$18.1K +443 +4%
ERIC
1069
Eagle Rock Investment Company
Georgia
$431K +$3.96K +97 +0.9%
AWE
1070
Avidian Wealth Enterprises
Texas
$430K +$15.8K +388 +4%
WPC
1071
White Pine Capital
Minnesota
$430K – – –
MW
1072
Marcum Wealth
Ohio
$427K +$31.7K +777 +8%
IP
1073
Ignite Planners
California
$427K +$2.73K +67 +0.6%
GC
1074
Gratus Capital
Georgia
$427K -$23K -563 -5%
ECG
1075
Edge Capital Group
Georgia
$427K -$23.2K -570 -5%
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