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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
1101
Clark Capital Management Group
Pennsylvania
$450K -$14.3K -327 -3%
BAM
1102
Berkshire Asset Management
Pennsylvania
$448K – – –
BMO
1103
Beck Mack & Oliver
New York
$448K – – –
FWM
1104
Forza Wealth Management
Florida
$448K – – –
MAA
1105
Mraz Amerine & Associates
California
$447K -$133K -3,036 -24%
MCCP
1106
Mission Creek Capital Partners
California
$446K -$60.4K -1,376 -12%
MSWM
1107
McGlone Suttner Wealth Management
Wisconsin
$444K -$12.6K -287 -3%
DSC
1108
Duncker Streett & Co
Missouri
$443K +$11.4K +261 +3%
MWM
1109
Meridian Wealth Management
Kentucky
$443K +$425K +9,689 New
CA
1110
Clearstead Advisors
Ohio
$442K -$468K -10,671 -52%
CC
1111
Courier Capital
New York
$442K -$7.15K -163 -2%
MCI
1112
McDonald Capital Investors
California
$441K – – –
NHT
1113
New Hampshire Trust
New Hampshire
$441K -$11.3K -257 -3%
TT
1114
TI-Trust
Illinois
$440K -$219 -5 -0.1%
CIC
1115
Chilton Investment Company
Connecticut
$439K – – –
NCFG
1116
New Century Financial Group
New Jersey
$439K +$20K +457 +5%
PI
1117
PFG Investments
New York
$436K +$7.28K +166 +2%
AWM
1118
Accurate Wealth Management
Florida
$436K -$15.9K -363 -4%
RWP
1119
RWA Wealth Partners
Massachusetts
$435K +$2.24K +51 +0.5%
FAG
1120
Fortitude Advisory Group
Washington
$434K -$31.8K -724 -7%
CSB
1121
City State Bank
Iowa
$433K -$2.19K -50 -0.5%
SNBOSCI
1122
Security National Bank of Sioux City Iowa
Iowa
$432K -$13.2K -300 -3%
SCM
1123
Shelton Capital Management
Colorado
$430K -$2M -45,600 -83%
DFCM
1124
Dark Forest Capital Management
Puerto Rico
$429K +$412K +9,392 New
BBNA
1125
Bremer Bank National Association
Minnesota
$428K -$6.89K -157 -2%
43 44
45
46 47