We are live on ! Find out more
USB icon

US Bancorp
USB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1126
Moss Adams Wealth Advisors
Washington
$675K +$394K +7,026 +173%
EFS
1127
Essex Financial Services
Connecticut
$675K -$3.03K -54 -0.5%
CIC
1128
Chilton Investment Company
Connecticut
$672K -$2.52K -45 -0.4%
SIM
1129
Studio Investment Management
Illinois
$666K -$132K -2,355 -18%
MWM
1130
Modera Wealth Management
New Jersey
$662K -$47.8K -853 -7%
FWM
1131
Forza Wealth Management
Florida
$659K – – –
BTC
1132
Bank & Trust Company
Illinois
$659K +$32.7K +584 +6%
TWP
1133
Triad Wealth Partners
Kansas
$659K +$199K +3,552 +53%
CWS
1134
Confluence Wealth Services
Pennsylvania
$659K +$611K +10,906 New
ICA
1135
Infrastructure Capital Advisors
New York
$658K -$437K -7,794 -42%
CSC
1136
Caldwell Sutter Capital
California
$657K -$19.3K -344 -3%
MMPW
1137
Mitchell McLeod Pugh & Williams
Alabama
$654K +$84.2K +1,502 +16%
AP
1138
Advisortrust Partners
North Carolina
$653K -$107K -1,907 -15%
ERIC
1139
Eagle Rock Investment Company
Georgia
$652K -$6.44K -115 -1%
WA
1140
Waddell & Associates
Tennessee
$651K -$5.83K -104 -1%
FPL
1141
Fortress Private Ledger
North Carolina
$648K -$59.9K -1,069 -9%
PI
1142
PFG Investments
New York
$648K +$24.7K +440 +4%
TT
1143
TI-Trust
Illinois
$646K +$68.3K +1,219 +13%
MNBTD
1144
Moody National Bank Trust Division
Texas
$644K -$14.9K -266 -2%
IFWM
1145
Institute for Wealth Management
Colorado
$644K – – –
WPC
1146
White Pine Capital
Minnesota
$641K -$5.6K -100 -0.9%
TWIM
1147
TIAA Wealth Investment Management
New York
$641K +$43.5K +776 +8%
SAG
1148
SageView Advisory Group
California
$639K -$139K -2,476 -19%
QWP
1149
Quotient Wealth Partners
Texas
$639K +$173K +3,090 +41%
SCA
1150
Sage Capital Advisors
South Dakota
$638K – – –
44 45
46
47 48