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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1101
Baker Tilly Wealth Management
Wisconsin
$366K -$1.08M -33,327 -75%
JWCA
1102
J.W. Cole Advisors
Florida
$366K -$52.8K -1,633 -13%
RC
1103
Rovin Capital
Arizona
$366K +$177K +5,463 +97%
FWM
1104
Forza Wealth Management
Florida
$366K -$37.5K -1,160 -9%
SFP
1105
Shepherd Financial Partners
Massachusetts
$365K -$472K -14,603 -57%
DG
1106
DMC Group
Alabama
$365K +$13.5K +417 +4%
AF
1107
Alerus Financial
North Dakota
$363K -$5M -154,555 -93%
HNWAG
1108
High Net Worth Advisory Group
Florida
$363K +$8.69K +269 +3%
CWA
1109
Centennial Wealth Advisory
Michigan
$361K -$170K -5,262 -32%
LSA
1110
Leonteq Securities AG
Switzerland
$360K +$202K +6,247 +134%
IAS
1111
Insigneo Advisory Services
Florida
$360K +$347K +10,735 New
4WM
1112
44 Wealth Management
Oregon
$360K +$5.3K +164 +2%
CSC
1113
Caldwell Sutter Capital
California
$359K +$147K +4,533 +72%
NHT
1114
New Hampshire Trust
New Hampshire
$359K +$4.62K +143 +1%
LFAS
1115
Level Four Advisory Services
Texas
$357K -$9.21K -285 -3%
AB
1116
Atlas Brown
Kentucky
$355K +$291 +9 +0.1%
CHC
1117
City Holding Co
West Virginia
$355K -$23K -712 -6%
BCM
1118
Brookstone Capital Management
Illinois
$353K -$1.13M -34,853 -77%
TCBWMS
1119
Texas Capital Bank Wealth Management Services
Texas
$352K -$5.54M -171,265 -94%
AWAU
1120
Alliance Wealth Advisors (Utah)
Utah
$352K -$216K -6,683 -39%
EDRIA
1121
Edmonds Duncan Registered Investment Advisors
Kansas
$350K – – –
SCA
1122
Sage Capital Advisors
South Dakota
$349K – – –
ACM
1123
Arcataur Capital Management
Wisconsin
$349K +$341K +10,552 New
GIA
1124
Gladstone Institutional Advisory
Florida
$347K -$42K -1,298 -11%
TWM
1125
Thrive Wealth Management
Pennsylvania
$344K -$83.4K -2,582 -20%
43 44
45
46 47