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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1076
Matisse Capital
Oregon
$516K -$74.1K -1,507 -12%
EWM
1077
Empirical Wealth Management
Washington
$515K -$134K -2,722 -20%
DWM
1078
Defined Wealth Management
Oregon
$515K -$34.3K -697 -6%
IAS
1079
Insigneo Advisory Services
Florida
$513K -$463K -9,403 -47%
IFWM
1080
Institute for Wealth Management
Colorado
$512K -$4.92K -100 -0.9%
FFWM
1081
Future Financial Wealth Management
Ohio
$511K -$30.7K -625 -6%
CCA
1082
Checchi Capital Advisers
California
$511K +$15.3K +311 +3%
MW
1083
Marcum Wealth
Ohio
$511K -$738 -15 -0.1%
EFG
1084
Everhart Financial Group
Ohio
$510K +$3.35K +68 +0.6%
PMWMG
1085
Parr McKnight Wealth Management Group
Minnesota
$510K +$524K +10,655 New
ERIC
1086
Eagle Rock Investment Company
Georgia
$509K +$1.72K +35 +0.3%
KWM
1087
Kiker Wealth Management
Georgia
$509K +$524K +10,643 New
CNFG
1088
Creegan & Nassoura Financial Group
New Hampshire
$507K – – –
CIC
1089
Chase Investment Counsel
Virginia
$506K +$836 +17 +0.2%
AF
1090
Advisornet Financial
Minnesota
$506K -$61K -1,239 -10%
FLPIM
1091
F.L. Putnam Investment Management
Massachusetts
$505K -$3.25K -66 -0.6%
SCA
1092
Sage Capital Advisors
South Dakota
$505K – – –
BAM
1093
Berkshire Asset Management
Pennsylvania
$504K -$49.9K -1,014 -9%
BWP
1094
Baldwin Wealth Partners
Massachusetts
$504K -$332K -6,749 -39%
EI
1095
Ellevest Inc
New York
$502K +$98 +2 +0%
ACM
1096
Arcataur Capital Management
Wisconsin
$501K -$984 -20 -0.2%
IFU
1097
iSAM Funds (UK)
United Kingdom
$500K +$77.3K +1,572 +18%
CC
1098
Chicago Capital
Illinois
$499K +$27.2K +553 +6%
OFS
1099
OneAscent Financial Services
Alabama
$498K +$512K +10,403 New
IWM
1100
IHT Wealth Management
Illinois
$497K -$61.6K -1,252 -11%
42 43
44
45 46