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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
1101
Freedom Financial Partners
Minnesota
$537K -$18.9K -400 -3%
AWP
1102
Accretive Wealth Partners
New Jersey
$536K – – –
DDC
1103
DF Dent & Co
Maryland
$535K – – –
SCM
1104
SCS Capital Management
Massachusetts
$533K +$13K +274 +3%
KP
1105
Keel Point
Alabama
$528K -$15.1K -319 -3%
FWM
1106
Forza Wealth Management
Florida
$528K +$4.82K +102 +0.9%
TPI
1107
Trust Point Inc
Wisconsin
$527K +$38.6K +816 +8%
CTWM
1108
Cherry Tree Wealth Management
Minnesota
$525K -$23.6K -500 -4%
BFM
1109
Boothbay Fund Management
New York
$525K -$476K -10,056 -48%
SCM
1110
Stevens Capital Management
Pennsylvania
$523K +$511K +10,812 New
FFM
1111
Fullerton Fund Management
Singapore
$523K +$511K +10,814 New
ERIC
1112
Eagle Rock Investment Company
Georgia
$522K +$2.98K +63 +0.6%
WPC
1113
White Pine Capital
Minnesota
$522K – – –
HR
1114
Howe & Rusling
New York
$518K -$5.2K -110 -1%
FFWM
1115
Future Financial Wealth Management
Ohio
$517K – – –
CSB
1116
City State Bank
Iowa
$517K -$8.65K -183 -2%
EM
1117
Excalibur Management
Massachusetts
$515K +$2.37K +50 +0.5%
LI
1118
LifeWealth Investments
Florida
$513K -$1.18K -25 -0.2%
SCA
1119
Sage Capital Advisors
South Dakota
$510K – – –
MWM
1120
Meridian Wealth Management
Kentucky
$510K +$13.3K +282 +3%
SPL
1121
Smart Portfolios LLC
Washington
$510K -$15.1K -320 -3%
PMWMG
1122
Parr McKnight Wealth Management Group
Minnesota
$508K +$4.12K +87 +0.8%
FPF
1123
First Pacific Financial
Washington
$508K -$118K -2,498 -19%
LS
1124
Livforsakringsbolaget Skandia
Sweden
$507K – – –
PWPS
1125
Pinnacle Wealth Planning Services
Ohio
$506K +$164K +3,467 +49%
43 44
45
46 47