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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1051
Transcend Capital Advisors
New Jersey
$737K +$281K +5,721 +71%
KFGK
1052
Keystone Financial Group (Kentucky)
Kentucky
$737K +$5.26K +107 +0.8%
MO
1053
McMillan Office
Michigan
$735K +$678K +13,782 New
FLPIM
1054
F.L. Putnam Investment Management
Massachusetts
$732K +$9.15K +186 +1%
KIA
1055
KCM Investment Advisors
California
$728K -$50.2K -1,021 -7%
AWA
1056
ARQ Wealth Advisors
Arizona
$725K -$81.2K -1,650 -11%
RC
1057
Rovin Capital
Arizona
$722K -$53.3K -1,084 -7%
NDBT
1058
North Dallas Bank & Trust
Texas
$719K +$663K +13,483 New
WDC
1059
Woodward Diversified Capital
California
$719K +$38.5K +783 +6%
IFA
1060
Interactive Financial Advisors
Illinois
$718K – – –
BG
1061
Bollard Group
Massachusetts
$718K -$23.6K -480 -3%
BFM
1062
Boothbay Fund Management
New York
$716K +$126K +2,570 +24%
PTC
1063
Private Trust Company
Ohio
$715K -$131K -2,672 -17%
WFM
1064
Wolff Financial Management
Michigan
$714K +$246 +5 +0%
IAIM
1065
International Assets Investment Management
Florida
$712K -$585K -11,884 -47%
ACS
1066
Archford Capital Strategies
Illinois
$711K -$1.72K -35 -0.3%
BFC
1067
Bedel Financial Consulting
Indiana
$711K – – –
SWA
1068
Stratos Wealth Advisors
Ohio
$709K -$5.56K -113 -0.8%
SACTSONJ
1069
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$708K – – –
KA
1070
Kintegral Advisory
New York
$706K -$17.7K -359 -3%
MYIA
1071
Mount Yale Investment Advisors
Colorado
$706K -$462K -9,392 -42%
XWL
1072
XXI Wealth LLC
Illinois
$704K +$649K +13,188 New
AWM
1073
Axxcess Wealth Management
California
$700K +$433K +8,795 +203%
JWA
1074
JFS Wealth Advisors
Pennsylvania
$698K +$28K +569 +5%
LCGC
1075
Legacy Capital Group California
California
$696K -$5.66K -115 -0.9%
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