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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
1076
Edmonds Duncan Registered Investment Advisors
Kansas
$474K – – –
DFA
1077
DHJJ Financial Advisors
Illinois
$473K -$131K -3,100 -23%
FFM
1078
Forum Financial Management
Illinois
$473K -$23.5K -556 -5%
CSB
1079
City State Bank
Iowa
$472K – – –
SCA
1080
Sage Capital Advisors
South Dakota
$472K – – –
ACM
1081
Arcataur Capital Management
Wisconsin
$471K – – –
PWP
1082
Phillips Wealth Planners
Mississippi
$471K +$46.3K +1,097 +11%
OFG
1083
Oxford Financial Group
Indiana
$471K +$7.17K +170 +2%
CSC
1084
Caldwell Sutter Capital
California
$471K +$15.7K +372 +4%
WBC
1085
Westpac Banking Corp
Australia
$469K -$1.86K -44 -0.4%
OCG
1086
Opus Capital Group
Ohio
$467K -$141K -3,352 -24%
CAM
1087
Concorde Asset Management
Michigan
$467K +$119K +2,820 +37%
AWE
1088
Avidian Wealth Enterprises
Texas
$466K +$13.9K +330 +3%
WWM
1089
Whalen Wealth Management
Nevada
$466K +$440K +10,429 New
FIA
1090
Foundations Investment Advisors
Arizona
$466K +$43.9K +1,041 +11%
AIA
1091
Affinity Investment Advisors
California
$465K – – –
CMAI
1092
Capital Management Associates Inc
Minnesota
$464K -$5.91K -140 -1%
EFG
1093
Everhart Financial Group
Ohio
$464K -$12.3K -292 -3%
PCIA
1094
Prime Capital Investment Advisors
Kansas
$463K +$8.65K +205 +2%
FCH
1095
Freestone Capital Holdings
Washington
$462K -$2.08M -49,341 -83%
AF
1096
Alerus Financial
North Dakota
$460K -$26.8K -635 -6%
BAM
1097
Berkshire Asset Management
Pennsylvania
$460K -$57.8K -1,370 -12%
SWM
1098
SeaCrest Wealth Management
New York
$459K -$614K -14,543 -59%
SPL
1099
Smart Portfolios LLC
Washington
$458K +$17.9K +425 +4%
SHFA
1100
SS&H Financial Advisors
Michigan
$457K -$45.4K -1,075 -9%
42 43
44
45 46