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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1101
Great Lakes Retirement
Ohio
$430K +$40K +898 +8%
CAAS
1102
Capital Asset Advisory Services
Michigan
$428K +$100K +2,256 +23%
GLA
1103
Great Lakes Advisors
Illinois
$426K +$526K +11,808 New
GIA
1104
Gladstone Institutional Advisory
Florida
$425K +$8.15K +183 +2%
WDG
1105
Wealth Dimensions Group
Ohio
$425K +$3.74K +84 +0.7%
WDC
1106
Woodward Diversified Capital
California
$423K +$9.44K +212 +2%
GP
1107
Greenline Partners
New York
$423K – – –
FMB
1108
Field & Main Bank
Kentucky
$422K +$179K +4,025 +52%
CFAM
1109
Center For Asset Management
Florida
$420K +$9.58K +215 +2%
GSEP
1110
Golden State Equity Partners
California
$419K +$518K +11,633 New
BWP
1111
Baldwin Wealth Partners
Massachusetts
$419K – – –
UWPG
1112
Ullmann Wealth Partners Group
Florida
$419K +$48.4K +1,087 +10%
CP
1113
Covenant Partners
Tennessee
$416K +$223K +5,001 +76%
CPIG
1114
Chicago Partners Investment Group
Illinois
$416K +$20.1K +452 +4%
BFC
1115
Bedel Financial Consulting
Indiana
$414K -$7.35K -165 -1%
LSA
1116
Lion Street Advisors
Texas
$414K +$109K +2,451 +27%
CHC
1117
City Holding Co
West Virginia
$413K -$20.7K -465 -4%
GFWA
1118
Grey Fox Wealth Advisors
Delaware
$412K -$40.1K -900 -7%
GL
1119
Graypoint LLC
New York
$411K -$69K -1,549 -12%
BTI
1120
Blue Trust Inc
Georgia
$411K -$11.3K -253 -3%
BAM
1121
Berkshire Asset Management
Pennsylvania
$409K +$846 +19 +0.2%
PI
1122
Putnam Investments
Massachusetts
$409K +$49.4K +1,110 +11%
MIA
1123
Milestone Investment Advisors
Wisconsin
$408K +$504K +11,307 New
TCM
1124
Telos Capital Management
California
$407K -$2.67K -60 -0.5%
DWM
1125
Defined Wealth Management
Oregon
$407K +$42.3K +950 +9%
43 44
45
46 47