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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1051
Ellevest Inc
New York
$451K +$2.49K +61 +0.5%
FFWM
1052
Future Financial Wealth Management
Ohio
$450K +$7.22K +177 +2%
BAM
1053
Berkshire Asset Management
Pennsylvania
$448K +$40.6K +995 +10%
PIM
1054
Penobscot Investment Management
Massachusetts
$446K – – –
GWWM
1055
Great Waters Wealth Management
Minnesota
$444K -$8.16K -200 -2%
LOIP
1056
Live Oak Investment Partners
Texas
$443K – – –
CSC
1057
Caldwell Sutter Capital
California
$442K +$24.8K +609 +6%
MWM
1058
Modera Wealth Management
New Jersey
$442K +$367 +9 +0.1%
MCCP
1059
Mission Creek Capital Partners
California
$442K -$683K -16,751 -60%
SPL
1060
Smart Portfolios LLC
Washington
$440K +$34.5K +845 +8%
SWM
1061
SeaCrest Wealth Management
New York
$438K +$30.9K +758 +7%
RIL
1062
Rothschild Investment LLC
Illinois
$437K -$530 -13 -0.1%
IFWM
1063
Institute for Wealth Management
Colorado
$437K -$5.22K -128 -1%
PWS
1064
Precision Wealth Strategies
Missouri
$437K – – –
FB
1065
First Bancorp
Maine
$436K -$32.6K -800 -7%
IWM
1066
IHT Wealth Management
Illinois
$434K -$58.1K -1,424 -12%
CWA
1067
Centennial Wealth Advisory
Michigan
$434K +$30.7K +754 +7%
MSWM
1068
McGlone Suttner Wealth Management
Wisconsin
$433K -$41.7K -1,022 -9%
STA
1069
Summit Trail Advisors
New York
$432K -$265K -6,501 -38%
FIA
1070
Foundations Investment Advisors
Arizona
$431K +$18.1K +443 +4%
ERIC
1071
Eagle Rock Investment Company
Georgia
$431K +$3.96K +97 +0.9%
AWE
1072
Avidian Wealth Enterprises
Texas
$430K +$15.8K +388 +4%
WPC
1073
White Pine Capital
Minnesota
$430K – – –
MW
1074
Marcum Wealth
Ohio
$427K +$31.7K +777 +8%
IP
1075
Ignite Planners
California
$427K +$2.73K +67 +0.6%
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