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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
1126
Haverford Trust Company
Pennsylvania
$488K -$25.7K -600 -5%
MHS
1127
M Holdings Securities
Oregon
$486K -$71.5K -1,671 -13%
GLR
1128
Great Lakes Retirement
Ohio
$486K +$472K +11,022 New
DAS
1129
Dynamic Advisor Solutions
Arizona
$485K +$79.9K +1,866 +20%
CI
1130
Conning Inc
Connecticut
$485K -$63K -1,472 -12%
CCG
1131
Ceeto Capital Group
Florida
$485K +$471K +11,000 New
TCA
1132
Transcend Capital Advisors
New Jersey
$482K +$69.8K +1,632 +17%
BPC
1133
Banque Pictet & Cie
Switzerland
$482K – – –
IFWM
1134
Institute for Wealth Management
Colorado
$482K +$15.4K +360 +3%
VT
1135
Vise Technologies
New York
$480K +$186K +4,338 +65%
AT
1136
Arden Trust
Delaware
$480K -$788K -18,400 -63%
SC
1137
Steph & Co
Wisconsin
$479K +$31.7K +740 +7%
SCM
1138
Stevens Capital Management
Pennsylvania
$477K +$468K +10,940 New
EWA
1139
Exencial Wealth Advisors
Oklahoma
$476K -$58.5K -1,368 -11%
PWS
1140
Precision Wealth Strategies
Missouri
$475K -$146K -3,405 -24%
PIM
1141
Penobscot Investment Management
Massachusetts
$472K -$21.4K -500 -4%
CW
1142
CreativeOne Wealth
Kansas
$466K +$123K +2,872 +37%
4WM
1143
44 Wealth Management
Oregon
$465K +$2.31K +54 +0.5%
BFA
1144
BMS Financial Advisors
South Dakota
$465K -$58.1K -1,358 -11%
CNC
1145
Canandaigua National Corp
New York
$465K +$5.01K +117 +1%
LRPA
1146
L. Roy Papp & Associates
Arizona
$464K -$8.82K -206 -2%
HNWAG
1147
High Net Worth Advisory Group
Florida
$463K +$352K +8,230 +344%
AIM
1148
Acropolis Investment Management
Missouri
$463K +$28.3K +661 +7%
CC
1149
Courier Capital
New York
$463K – – –
VA
1150
Valmark Advisers
Ohio
$462K -$12.9K -302 -3%
44 45
46
47 48