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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1101
Gateway Investment Advisers
Ohio
$620K +$338K +6,144 +106%
SVWAG
1102
Sound View Wealth Advisors Group
Georgia
$617K +$13.2K +240 +2%
BMCM
1103
Bryn Mawr Capital Management
Pennsylvania
$617K -$64.5K -1,173 -9%
RSWM
1104
Robertson Stephens Wealth Management
California
$615K -$989 -18 -0.2%
MWM
1105
Modera Wealth Management
New Jersey
$615K -$9.56K -174 -1%
AP
1106
Atwood & Palmer
Missouri
$614K -$38.5K -700 -6%
FPL
1107
Fortress Private Ledger
North Carolina
$613K +$44.2K +804 +7%
FM
1108
Family Management
New York
$611K +$111K +2,019 +21%
LCGC
1109
Legacy Capital Group California
California
$611K -$71.7K -1,305 -10%
IP
1110
Indivisible Partners
Florida
$609K -$73.2K -1,332 -10%
CMAI
1111
Capital Management Associates Inc
Minnesota
$607K -$34.1K -620 -5%
MMG
1112
Monetary Management Group
Missouri
$606K – – –
FFWM
1113
Future Financial Wealth Management
Ohio
$603K +$549 +10 +0.1%
CCA
1114
Checchi Capital Advisers
California
$603K +$119K +2,161 +23%
MAA
1115
Mraz Amerine & Associates
California
$603K – – –
MWC
1116
MBM Wealth Consultants
Missouri
$599K +$35.4K +645 +6%
JF
1117
Jump Financial
Illinois
$597K -$490K -8,916 -44%
RIL
1118
Rothschild Investment LLC
Illinois
$597K +$28.5K +518 +5%
AB
1119
Atlas Brown
Kentucky
$595K +$10.9K +199 +2%
JMFC
1120
J.M. Forbes & Co
Massachusetts
$595K – – –
TPI
1121
Trust Point Inc
Wisconsin
$594K +$49.5K +901 +9%
FMWA
1122
Forvis Mazars Wealth Advisors
Missouri
$591K +$3.9K +71 +0.6%
CPSAC
1123
Chas P. Smith & Associates (CPS)
Florida
$591K +$55 +1 +0%
SW
1124
SteelPeak Wealth
California
$589K -$88K -1,601 -13%
PWMAG
1125
Pinnacle Wealth Management Advisory Group
New Jersey
$588K -$2.09K -38 -0.3%
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