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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1101
Axxcess Wealth Management
California
$519K -$271K -6,334 -35%
NHT
1102
New Hampshire Trust
New Hampshire
$519K +$509K +11,898 New
KFGK
1103
Keystone Financial Group (Kentucky)
Kentucky
$518K +$17.4K +406 +4%
DG
1104
DMC Group
Alabama
$516K +$29.9K +698 +6%
OFG
1105
Oxford Financial Group
Indiana
$513K +$40.9K +955 +9%
GP
1106
Greenline Partners
New York
$511K -$98.4K -2,300 -16%
KFA
1107
Krane Funds Advisors
New York
$511K +$78.7K +1,839 +19%
JDR
1108
Jay D. Rosenbaum
$511K -$81.2K -1,897 -14%
WDG
1109
Wealth Dimensions Group
Ohio
$510K -$30.4K -711 -6%
BFC
1110
Bedel Financial Consulting
Indiana
$508K – – –
BWP
1111
Baldwin Wealth Partners
Massachusetts
$507K +$454K +10,614 +1,052%
GIA
1112
Gladstone Institutional Advisory
Florida
$507K +$4.32K +101 +0.9%
WDC
1113
Woodward Diversified Capital
California
$502K -$137K -3,211 -22%
SS
1114
Sunbelt Securities
Texas
$499K +$44.6K +1,043 +10%
CFAM
1115
Center For Asset Management
Florida
$499K +$93.7K +2,190 +24%
TCM
1116
Telos Capital Management
California
$495K +$2.57K +60 +0.5%
CC
1117
Chicago Capital
Illinois
$495K – – –
BAM
1118
Berkshire Asset Management
Pennsylvania
$494K -$2.78K -65 -0.6%
RCA
1119
Resonant Capital Advisors
Wisconsin
$492K -$17.5K -409 -4%
AB
1120
Atlas Brown
Kentucky
$491K +$342 +8 +0.1%
FBC
1121
Fairfield, Bush & Co
Connecticut
$489K -$14.3K -335 -3%
LL
1122
LPWM LLC
Minnesota
$488K – – –
HTC
1123
Haverford Trust Company
Pennsylvania
$488K -$25.7K -600 -5%
MHS
1124
M Holdings Securities
Oregon
$486K -$71.5K -1,671 -13%
GLR
1125
Great Lakes Retirement
Ohio
$486K +$472K +11,022 New
43 44
45
46 47