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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1051
Sound View Wealth Advisors Group
Georgia
$577K -$63.7K -1,515 -11%
WDC
1052
Woodward Diversified Capital
California
$573K +$234K +5,555 +78%
IP
1053
Isthmus Partners
Wisconsin
$572K -$38.3K -912 -7%
LSA
1054
Lion Street Advisors
Texas
$570K -$2.02K -48 -0.4%
MSS
1055
Mitchell Sinkler & Starr
Pennsylvania
$570K +$57K +1,355 +12%
AIM
1056
Acropolis Investment Management
Missouri
$569K +$12.4K +295 +2%
WP
1057
WealthPLAN Partners
Nebraska
$567K +$210 +5 +0%
JWA
1058
JFS Wealth Advisors
Pennsylvania
$566K -$8.32K -198 -2%
EA
1059
Everpar Advisors
Oklahoma
$565K +$5.84K +139 +1%
IP
1060
Ignite Planners
California
$565K +$4.37K +104 +0.8%
NW
1061
NewEdge Wealth
Pennsylvania
$563K +$107K +2,547 +25%
WAG
1062
Wallace Advisory Group
California
$557K +$3.91K +93 +0.7%
KWA
1063
Kingswood Wealth Advisors
California
$557K +$76.1K +1,811 +17%
NIM
1064
Northeast Investment Management
Massachusetts
$556K -$22.9K -545 -4%
AWE
1065
Avidian Wealth Enterprises
Texas
$554K +$96.5K +2,296 +23%
UWPG
1066
Ullmann Wealth Partners Group
Florida
$551K -$1.68K -40 -0.3%
SIC
1067
Sage Investment Counsel
Tennessee
$545K +$547 +13 +0.1%
GFA
1068
Gifford Fong Associates
California
$543K – – –
BWAM
1069
Boyd Watterson Asset Management
Ohio
$542K – – –
CT
1070
Chicago Trust
Illinois
$535K +$21.8K +518 +5%
WT
1071
Whittier Trust
California
$535K +$22.6K +537 +5%
MWM
1072
Modera Wealth Management
New Jersey
$531K -$3.87K -92 -0.8%
KCM
1073
Kathmere Capital Management
Pennsylvania
$530K +$142K +3,370 +40%
LOAMS
1074
Lombard Odier Asset Management (Switzerland)
Switzerland
$529K – – –
FBFS
1075
First Business Financial Services
Wisconsin
$526K -$39.5K -940 -7%
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