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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1076
Empirical Wealth Management
Washington
$515K -$134K -2,722 -20%
DWM
1077
Defined Wealth Management
Oregon
$515K -$34.3K -697 -6%
IAS
1078
Insigneo Advisory Services
Florida
$513K -$463K -9,403 -47%
IFWM
1079
Institute for Wealth Management
Colorado
$512K -$4.92K -100 -0.9%
FFWM
1080
Future Financial Wealth Management
Ohio
$511K -$30.7K -625 -6%
CCA
1081
Checchi Capital Advisers
California
$511K +$15.3K +311 +3%
MW
1082
Marcum Wealth
Ohio
$511K -$738 -15 -0.1%
EFG
1083
Everhart Financial Group
Ohio
$510K +$3.35K +68 +0.6%
PMWMG
1084
Parr McKnight Wealth Management Group
Minnesota
$510K +$524K +10,655 New
ERIC
1085
Eagle Rock Investment Company
Georgia
$509K +$1.72K +35 +0.3%
KWM
1086
Kiker Wealth Management
Georgia
$509K +$524K +10,643 New
CNFG
1087
Creegan & Nassoura Financial Group
New Hampshire
$507K – – –
CIC
1088
Chase Investment Counsel
Virginia
$506K +$836 +17 +0.2%
AF
1089
Advisornet Financial
Minnesota
$506K -$61K -1,239 -10%
FLPIM
1090
F.L. Putnam Investment Management
Massachusetts
$505K -$3.25K -66 -0.6%
SCA
1091
Sage Capital Advisors
South Dakota
$505K – – –
BAM
1092
Berkshire Asset Management
Pennsylvania
$504K -$49.9K -1,014 -9%
BWP
1093
Baldwin Wealth Partners
Massachusetts
$504K -$332K -6,749 -39%
EI
1094
Ellevest Inc
New York
$502K +$98 +2 +0%
ACM
1095
Arcataur Capital Management
Wisconsin
$501K -$984 -20 -0.2%
IFU
1096
iSAM Funds (UK)
United Kingdom
$500K +$77.3K +1,572 +18%
CC
1097
Chicago Capital
Illinois
$499K +$27.2K +553 +6%
OFS
1098
OneAscent Financial Services
Alabama
$498K +$512K +10,403 New
IWM
1099
IHT Wealth Management
Illinois
$497K -$61.6K -1,252 -11%
CCMG
1100
Clark Capital Management Group
Pennsylvania
$496K +$25.9K +527 +5%
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