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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1076
Clarius Group LLC
Washington
$563K -$3.9K -91 -0.7%
GC
1077
Gilbert & Cook
Iowa
$561K +$8.99K +210 +2%
HI
1078
Hendershot Investments
Virginia
$561K – – –
BFG
1079
Beacon Financial Group
Texas
$559K -$10.9K -255 -2%
MAA
1080
Mraz Amerine & Associates
California
$559K – – –
RPC
1081
Rossmore Private Capital
Connecticut
$557K +$770 +18 +0.1%
FB
1082
First Bancorp
Maine
$556K – – –
AG
1083
Algert Global
California
$555K +$545K +12,736 New
WT
1084
Whittier Trust
California
$553K -$28K -654 -5%
ACM
1085
AlphaStar Capital Management
North Carolina
$549K +$31.5K +737 +6%
CNFG
1086
Creegan & Nassoura Financial Group
New Hampshire
$548K -$8.56K -200 -2%
LSA
1087
Lion Street Advisors
Texas
$545K +$6.98K +163 +2%
SVWAG
1088
Sound View Wealth Advisors Group
Georgia
$545K +$539K +12,592 New
PFSC
1089
Peoples Financial Services Corp
Pennsylvania
$538K -$38.5K -900 -7%
PCM
1090
Poehling Capital Management
Wisconsin
$536K -$13.1K -305 -2%
CCMG
1091
Clark Capital Management Group
Pennsylvania
$535K +$770 +18 +0.1%
BAM
1092
Belpointe Asset Management
Nevada
$535K +$260K +6,068 +98%
GFWA
1093
Grey Fox Wealth Advisors
Delaware
$532K +$522K +12,192 New
OPWM
1094
Oxinas Partners Wealth Management
Indiana
$531K -$47.5K -1,109 -8%
SP
1095
Symmetry Partners
Connecticut
$528K – – –
OCG
1096
Opus Capital Group
Ohio
$527K -$27K -630 -5%
FIA
1097
Foundations Investment Advisors
Arizona
$527K +$115K +2,694 +29%
IB
1098
Intrust Bank
Kansas
$526K +$91.5K +2,137 +22%
JWCA
1099
J.W. Cole Advisors
Florida
$526K +$171 +4 +0%
GC
1100
Gratus Capital
Georgia
$524K -$37.8K -884 -7%
42 43
44
45 46