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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1101
Rovin Capital
Arizona
$366K +$177K +5,463 +97%
FWM
1102
Forza Wealth Management
Florida
$366K -$37.5K -1,160 -9%
SFP
1103
Shepherd Financial Partners
Massachusetts
$365K -$472K -14,603 -57%
DG
1104
DMC Group
Alabama
$365K +$13.5K +417 +4%
AF
1105
Alerus Financial
North Dakota
$363K -$5M -154,555 -93%
HNWAG
1106
High Net Worth Advisory Group
Florida
$363K +$8.69K +269 +3%
CWA
1107
Centennial Wealth Advisory
Michigan
$361K -$170K -5,262 -32%
LSA
1108
Leonteq Securities AG
Switzerland
$360K +$202K +6,247 +134%
IAS
1109
Insigneo Advisory Services
Florida
$360K +$347K +10,735 New
4WM
1110
44 Wealth Management
Oregon
$360K +$5.3K +164 +2%
CSC
1111
Caldwell Sutter Capital
California
$359K +$147K +4,533 +72%
NHT
1112
New Hampshire Trust
New Hampshire
$359K +$4.62K +143 +1%
LFAS
1113
Level Four Advisory Services
Texas
$357K -$9.21K -285 -3%
AB
1114
Atlas Brown
Kentucky
$355K +$291 +9 +0.1%
CHC
1115
City Holding Co
West Virginia
$355K -$23K -712 -6%
BCM
1116
Brookstone Capital Management
Illinois
$353K -$1.13M -34,853 -77%
TCBWMS
1117
Texas Capital Bank Wealth Management Services
Texas
$352K -$5.54M -171,265 -94%
AWAU
1118
Alliance Wealth Advisors (Utah)
Utah
$352K -$216K -6,683 -39%
EDRIA
1119
Edmonds Duncan Registered Investment Advisors
Kansas
$350K – – –
SCA
1120
Sage Capital Advisors
South Dakota
$349K – – –
ACM
1121
Arcataur Capital Management
Wisconsin
$349K +$341K +10,552 New
GIA
1122
Gladstone Institutional Advisory
Florida
$347K -$42K -1,298 -11%
TWM
1123
Thrive Wealth Management
Pennsylvania
$344K -$83.4K -2,582 -20%
AIA
1124
Affinity Investment Advisors
California
$344K – – –
KIA
1125
KLR Investment Advisors
Rhode Island
$343K +$226 +7 +0.1%
43 44
45
46 47