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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGIM
1101
Pacific Global Investment Management
California
$424K – – –
MWC
1102
MBM Wealth Consultants
Missouri
$423K +$18.5K +437 +5%
TA
1103
Tiedemann Advisors
New York
$422K +$381K +8,996 New
CA
1104
Cambridge Advisors
Nebraska
$421K – – –
SC
1105
Scotia Capital
Ontario, Canada
$418K -$48.8K -1,154 -11%
SPC
1106
Stewart & Patten Company
California
$417K -$15.9K -375 -4%
AUB
1107
Atlantic Union Bankshares
Virginia
$417K +$4.11K +97 +1%
PCM
1108
Perkins Capital Management
Minnesota
$415K – – –
EGM
1109
Engineers Gate Manager
New York
$414K -$667K -15,767 -64%
CIC
1110
Crawford Investment Counsel
Georgia
$414K -$7.15K -169 -2%
PWPS
1111
Pinnacle Wealth Planning Services
Ohio
$414K +$9.31K +220 +3%
SBIA
1112
Sheaff Brock Investment Advisors
Indiana
$413K – – –
CWM
1113
Calamos Wealth Management
Illinois
$413K +$125K +2,945 +50%
HI
1114
Human Investing
Oregon
$412K +$38K +897 +11%
ICM
1115
IMS Capital Management
Oregon
$411K +$373K +8,812 New
MFG
1116
Menard Financial Group
Texas
$410K -$54.8K -1,294 -13%
VWM
1117
Valley Wealth Managers
New Jersey
$410K -$16.9K -400 -4%
PO
1118
Private Ocean
California
$409K -$974K -23,017 -72%
SFA
1119
Sequoia Financial Advisors
Ohio
$406K +$10.4K +246 +3%
GVAG
1120
Great Valley Advisor Group
Delaware
$406K +$18.6K +440 +5%
WDC
1121
Woodward Diversified Capital
California
$406K +$368K +8,706 New
VCM
1122
Vivaldi Capital Management
Illinois
$405K – – –
RP
1123
Riverbridge Partners
Minnesota
$402K – – –
VIA
1124
Vident Investment Advisory
Georgia
$402K +$2.58K +61 +0.7%
DAM
1125
Delta Asset Management
Tennessee
$401K – – –
43 44
45
46 47