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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
$496K +$25.9K +527 +5%
TW
1102
TrinityPoint Wealth
Connecticut
$495K +$11.4K +231 +2%
RFN
1103
RDA Financial Network
Iowa
$495K -$25.3K -514 -5%
MSWM
1104
McGlone Suttner Wealth Management
Wisconsin
$495K +$31.1K +633 +7%
EM
1105
Excalibur Management
Massachusetts
$494K -$3.49K -71 -0.7%
CMAI
1106
Capital Management Associates Inc
Minnesota
$493K – – –
LIA
1107
Lynx Investment Advisory
District of Columbia
$491K +$443 +9 +0.1%
WFC
1108
Western Financial Corp
California
$491K +$81.5K +1,657 +19%
BTI
1109
Blue Trust Inc
Georgia
$490K -$240K -4,884 -32%
HHWM
1110
Hiley Hunt Wealth Management
Nebraska
$488K -$59K -1,200 -11%
JIP
1111
Jaffetilchin Investment Partners
Florida
$488K -$40.5K -823 -7%
AF
1112
Alerus Financial
North Dakota
$486K -$1.38K -28 -0.3%
KWA
1113
Kingswood Wealth Advisors
California
$485K -$106K -2,164 -18%
PE
1114
Point72 Europe
United Kingdom
$483K -$16.1M -327,500 -97%
CIC
1115
Chilton Investment Company
Connecticut
$480K +$21.5K +437 +5%
OAM
1116
Ostrum Asset Management
France
$480K -$20.3K -413 -4%
HAI
1117
Hennessy Advisors Inc
California
$478K -$49.2K -1,000 -9%
CWM
1118
Chronos Wealth Management
Florida
$477K – – –
AWE
1119
Avidian Wealth Enterprises
Texas
$477K +$79.6K +1,619 +19%
PWA
1120
Provenance Wealth Advisors
Florida
$475K -$1.2M -24,468 -71%
CI
1121
Conning Inc
Connecticut
$474K – – –
MWM
1122
Meridian Wealth Management
Kentucky
$472K +$9.2K +187 +2%
AWM
1123
Accurate Wealth Management
Florida
$471K +$32.6K +662 +7%
AG
1124
AIA Group
Hong Kong
$470K -$242K -4,910 -33%
SCM
1125
Shelton Capital Management
Colorado
$466K +$16.6K +338 +4%
43 44
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46 47