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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1126
Forza Wealth Management
Florida
$659K – – –
BTC
1127
Bank & Trust Company
Illinois
$659K +$32.7K +584 +6%
TWP
1128
Triad Wealth Partners
Kansas
$659K +$199K +3,552 +53%
CWS
1129
Confluence Wealth Services
Pennsylvania
$659K +$611K +10,906 New
ICA
1130
Infrastructure Capital Advisors
New York
$658K -$437K -7,794 -42%
CSC
1131
Caldwell Sutter Capital
California
$657K -$19.3K -344 -3%
MMPW
1132
Mitchell McLeod Pugh & Williams
Alabama
$654K +$84.2K +1,502 +16%
AP
1133
Advisortrust Partners
North Carolina
$653K -$107K -1,907 -15%
ERIC
1134
Eagle Rock Investment Company
Georgia
$652K -$6.44K -115 -1%
WA
1135
Waddell & Associates
Tennessee
$651K -$5.83K -104 -1%
FPL
1136
Fortress Private Ledger
North Carolina
$648K -$59.9K -1,069 -9%
PI
1137
PFG Investments
New York
$648K +$24.7K +440 +4%
TT
1138
TI-Trust
Illinois
$646K +$68.3K +1,219 +13%
MNBTD
1139
Moody National Bank Trust Division
Texas
$644K -$14.9K -266 -2%
IFWM
1140
Institute for Wealth Management
Colorado
$644K – – –
WPC
1141
White Pine Capital
Minnesota
$641K -$5.6K -100 -0.9%
TWIM
1142
TIAA Wealth Investment Management
New York
$641K +$43.5K +776 +8%
SAG
1143
SageView Advisory Group
California
$639K -$139K -2,476 -19%
QWP
1144
Quotient Wealth Partners
Texas
$639K +$173K +3,090 +41%
SCA
1145
Sage Capital Advisors
South Dakota
$638K – – –
KCP
1146
Kera Capital Partners
California
$636K +$106K +1,900 +22%
VNA
1147
Valley National Advisers
Pennsylvania
$634K -$8.74K -156 -1%
VWM
1148
Venturi Wealth Management
Texas
$634K +$38.8K +693 +7%
MAA
1149
Mraz Amerine & Associates
California
$634K -$61.4K -1,096 -9%
LFAS
1150
Level Four Advisory Services
Texas
$629K -$13.9K -248 -2%
44 45
46
47 48