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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1076
44 Wealth Management
Oregon
$487K +$2.05K +41 +0.4%
FCH
1077
Freestone Capital Holdings
Washington
$486K -$133K -2,664 -20%
SCA
1078
Sage Capital Advisors
South Dakota
$486K – – –
CWP
1079
Concord Wealth Partners
Virginia
$486K +$65.3K +1,308 +14%
CFA
1080
CWS Financial Advisors
Michigan
$483K -$54.8K -1,097 -9%
NRI
1081
NFP Retirement Inc
California
$482K – – –
SNBOSCI
1082
Security National Bank of Sioux City Iowa
Iowa
$481K -$25K -500 -5%
WA1
1083
Wimmer Associates 1
California
$479K +$39.2K +785 +8%
DWM
1084
Defined Wealth Management
Oregon
$478K – – –
RT
1085
Rockland Trust
Massachusetts
$474K -$27.3K -546 -5%
CCMG
1086
Clark Capital Management Group
Pennsylvania
$472K +$4.19K +84 +0.8%
CSIC
1087
Clifford Swan Investment Counsel
California
$471K +$5.54K +111 +1%
AWE
1088
Avidian Wealth Enterprises
Texas
$471K +$15.4K +308 +3%
SIG
1089
Stonegate Investment Group
Alabama
$468K -$67.8K -1,359 -12%
CIC
1090
Chilton Investment Company
Connecticut
$468K -$13.1K -263 -3%
LCM
1091
Linker Capital Management
Kentucky
$468K – – –
GP
1092
Greenline Partners
New York
$467K +$507K +10,151 New
JCIA
1093
Jackson Creek Investment Advisors
Colorado
$466K -$2.15K -43 -0.4%
WANY
1094
Wealthspire Advisors (New York)
New York
$461K -$40.6K -813 -8%
SHFA
1095
SS&H Financial Advisors
Michigan
$461K -$2.8K -56 -0.6%
AC
1096
Asio Capital
Kentucky
$460K – – –
FFS
1097
Founders Financial Securities
Maryland
$460K +$31.9K +639 +7%
CISOA
1098
Capital Investment Services of America
Wisconsin
$459K -$150K -3,000 -23%
AIM
1099
Acropolis Investment Management
Missouri
$459K -$12.9K -258 -3%
BWA
1100
Burt Wealth Advisors
Maryland
$459K – – –
42 43
44
45 46