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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1101
Sound View Wealth Advisors Group
Georgia
$351K -$27.7K -760 -7%
CW
1102
CreativeOne Wealth
Kansas
$351K +$63K +1,730 +19%
CCT
1103
Chemung Canal Trust
New York
$350K -$54.1K -1,485 -12%
EDRIA
1104
Edmonds Duncan Registered Investment Advisors
Kansas
$350K – – –
SW
1105
SVB Wealth
Massachusetts
$350K -$102K -2,811 -21%
ACP
1106
Aveo Capital Partners
Colorado
$350K +$59.5K +1,634 +18%
PIM
1107
Penobscot Investment Management
Massachusetts
$349K +$12.9K +353 +3%
NHT
1108
New Hampshire Trust
New Hampshire
$349K -$10.7K -294 -3%
SCA
1109
Sage Capital Advisors
South Dakota
$349K – – –
ACM
1110
Arcataur Capital Management
Wisconsin
$349K – – –
BWP
1111
Baldwin Wealth Partners
Massachusetts
$348K -$40.4K -1,108 -10%
CA
1112
Continuum Advisory
Idaho
$347K +$18.4K +505 +5%
FIA
1113
Foundations Investment Advisors
Arizona
$344K -$30.4K -835 -7%
LW
1114
Linscomb Wealth
Texas
$344K -$249K -6,832 -40%
AIA
1115
Affinity Investment Advisors
California
$344K – – –
CNBT
1116
Canandaigua National Bank & Trust
New York
$343K – – –
BCM
1117
Brookstone Capital Management
Illinois
$343K -$2.77K -76 -0.7%
MWM
1118
Meridian Wealth Management
Kentucky
$342K +$8.09K +222 +2%
BFG
1119
Berger Financial Group
Minnesota
$341K +$14.5K +398 +4%
RIL
1120
Rothschild Investment LLC
Illinois
$341K -$172K -4,725 -31%
LSAG
1121
Lake Street Advisors Group
New Hampshire
$340K +$374K +10,275 New
IAS
1122
Insigneo Advisory Services
Florida
$340K -$22.4K -615 -6%
CWA
1123
Centennial Wealth Advisory
Michigan
$339K -$24.7K -677 -6%
HI
1124
Hendershot Investments
Virginia
$339K -$36.4K -1,000 -9%
VVP
1125
Venture Visionary Partners
Ohio
$338K -$38.9K -1,069 -9%
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