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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1101
Great Lakes Advisors
Illinois
$426K +$526K +11,808 New
GIA
1102
Gladstone Institutional Advisory
Florida
$425K +$8.15K +183 +2%
WDG
1103
Wealth Dimensions Group
Ohio
$425K +$3.74K +84 +0.7%
WDC
1104
Woodward Diversified Capital
California
$423K +$9.44K +212 +2%
GP
1105
Greenline Partners
New York
$423K – – –
FMB
1106
Field & Main Bank
Kentucky
$422K +$179K +4,025 +52%
CFAM
1107
Center For Asset Management
Florida
$420K +$9.58K +215 +2%
GSEP
1108
Golden State Equity Partners
California
$419K +$518K +11,633 New
BWP
1109
Baldwin Wealth Partners
Massachusetts
$419K – – –
UWPG
1110
Ullmann Wealth Partners Group
Florida
$419K +$48.4K +1,087 +10%
CP
1111
Covenant Partners
Tennessee
$416K +$223K +5,001 +76%
CPIG
1112
Chicago Partners Investment Group
Illinois
$416K +$20.1K +452 +4%
BFC
1113
Bedel Financial Consulting
Indiana
$414K -$7.35K -165 -1%
LSA
1114
Lion Street Advisors
Texas
$414K +$109K +2,451 +27%
CHC
1115
City Holding Co
West Virginia
$413K -$20.7K -465 -4%
GFWA
1116
Grey Fox Wealth Advisors
Delaware
$412K -$40.1K -900 -7%
GL
1117
Graypoint LLC
New York
$411K -$69K -1,549 -12%
BTI
1118
Blue Trust Inc
Georgia
$411K -$11.3K -253 -3%
BAM
1119
Berkshire Asset Management
Pennsylvania
$409K +$846 +19 +0.2%
PI
1120
Putnam Investments
Massachusetts
$409K +$49.4K +1,110 +11%
MIA
1121
Milestone Investment Advisors
Wisconsin
$408K +$504K +11,307 New
TCM
1122
Telos Capital Management
California
$407K -$2.67K -60 -0.5%
DWM
1123
Defined Wealth Management
Oregon
$407K +$42.3K +950 +9%
IFG
1124
Independent Financial Group
California
$407K +$255K +5,720 +103%
RPC
1125
Rossmore Private Capital
Connecticut
$406K -$66.9K -1,501 -12%
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