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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1101
Clearstead Advisors
Ohio
$492K +$76.9K +1,829 +20%
CSB
1102
City State Bank
Iowa
$492K +$42K +1,000 +10%
DWM
1103
Defined Wealth Management
Oregon
$492K +$5.93K +141 +1%
SPL
1104
Smart Portfolios LLC
Washington
$492K -$631 -15 -0.1%
IWM
1105
IHT Wealth Management
Illinois
$491K +$27.1K +645 +6%
CSC
1106
Caldwell Sutter Capital
California
$490K +$16.8K +399 +4%
PIM
1107
Penobscot Investment Management
Massachusetts
$490K -$39.6K -941 -8%
HR
1108
Howe & Rusling
New York
$490K -$243K -5,775 -35%
FWM
1109
Forza Wealth Management
Florida
$489K +$59.9K +1,425 +15%
WPC
1110
White Pine Capital
Minnesota
$489K +$3.15K +75 +0.7%
SCM
1111
SCS Capital Management
Massachusetts
$487K -$26K -618 -5%
RIL
1112
Rothschild Investment LLC
Illinois
$486K -$17.3K -412 -4%
CCA
1113
Checchi Capital Advisers
California
$486K -$37.1K -883 -8%
SPA
1114
Sherbrooke Park Advisers
New York
$486K +$452K +10,744 New
ERIC
1115
Eagle Rock Investment Company
Georgia
$486K -$3.2K -76 -0.7%
FFWM
1116
Future Financial Wealth Management
Ohio
$484K – – –
MMPW
1117
Mitchell McLeod Pugh & Williams
Alabama
$483K -$12.7K -302 -3%
FB
1118
First Bancorp
Maine
$483K – – –
IFWM
1119
Institute for Wealth Management
Colorado
$482K – – –
LI
1120
LifeWealth Investments
Florida
$482K -$23.9K -569 -5%
SAM
1121
Smartleaf Asset Management
Massachusetts
$480K -$150K -3,576 -25%
EM
1122
Excalibur Management
Massachusetts
$480K +$11.6K +275 +3%
HW
1123
Hancock Whitney
Mississippi
$479K +$445K +10,581 New
SCA
1124
Sage Capital Advisors
South Dakota
$478K – – –
APW
1125
Aventura Private Wealth
Florida
$477K -$29.9K -711 -6%
43 44
45
46 47