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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1076
Mather Group
Illinois
$377K +$93.4K +2,891 +34%
BFC
1077
Bedel Financial Consulting
Indiana
$377K -$2.46K -76 -0.7%
BMO
1078
Beck Mack & Oliver
New York
$377K -$98.6K -3,050 -21%
ESB
1079
Essex Savings Bank
Connecticut
$377K -$558K -17,270 -60%
SVWAG
1080
Sound View Wealth Advisors Group
Georgia
$376K +$62.5K +1,935 +20%
VA
1081
Valmark Advisers
Ohio
$375K +$19.7K +610 +6%
ACA
1082
Aptus Capital Advisors
Alabama
$374K +$55K +1,703 +18%
DWM
1083
Defined Wealth Management
Oregon
$373K +$226 +7 +0.1%
RCA
1084
Resonant Capital Advisors
Wisconsin
$373K +$14.2K +438 +4%
IFWM
1085
Institute for Wealth Management
Colorado
$373K +$11.9K +368 +3%
VVP
1086
Venture Visionary Partners
Ohio
$373K +$60.7K +1,878 +20%
PGIM
1087
Pacific Global Investment Management
California
$372K +$67.3K +2,081 +23%
FIA
1088
Foundations Investment Advisors
Arizona
$372K +$18.4K +569 +5%
PWP
1089
Phillips Wealth Planners
Mississippi
$371K +$4.78K +148 +1%
HI
1090
Hendershot Investments
Virginia
$371K – – –
FBFS
1091
First Business Financial Services
Wisconsin
$371K +$25.1K +777 +7%
FBC
1092
Fairfield, Bush & Co
Connecticut
$371K – – –
SFO
1093
Stokes Family Office
Louisiana
$370K +$79.4K +2,456 +28%
EH
1094
Equitable Holdings
New York
$369K +$40.5K +1,254 +13%
STA
1095
Summit Trail Advisors
New York
$368K +$29.5K +912 +9%
NP
1096
NorthRock Partners
Minnesota
$367K +$72.3K +2,236 +25%
SWA
1097
Stratos Wealth Advisors
Ohio
$367K +$102K +3,149 +40%
VSQM
1098
V-Square Quantitative Management
Illinois
$367K +$12.9K +400 +4%
BTWM
1099
Baker Tilly Wealth Management
Wisconsin
$366K -$1.08M -33,327 -75%
JWCA
1100
J.W. Cole Advisors
Florida
$366K -$52.8K -1,633 -13%
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