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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1126
Accurate Wealth Management
Florida
$446K +$84.8K +1,839 +19%
AWM
1127
Axxcess Wealth Management
California
$444K -$95.5K -2,070 -16%
MYIA
1128
Mount Yale Investment Advisors
Colorado
$444K -$28.8K -624 -6%
LS
1129
Livforsakringsbolaget Skandia
Sweden
$444K -$64.6K -1,400 -12%
CNFG
1130
Creegan & Nassoura Financial Group
New Hampshire
$443K -$5.08K -110 -1%
WBC
1131
Westpac Banking Corp
Australia
$443K -$106K -2,296 -18%
KWA
1132
Kingswood Wealth Advisors
California
$443K +$16.1K +350 +3%
AC
1133
AXQ Capital
New Jersey
$441K +$213K +4,618 +79%
CSC
1134
Caldwell Sutter Capital
California
$440K -$26K -564 -5%
PCM
1135
Polymer Capital Management
New York
$439K +$480K +10,396 New
HFM
1136
Harvest Fund Management
China
$437K +$19.1K +413 +5%
EM
1137
Excalibur Management
Massachusetts
$436K – – –
NW
1138
NewEdge Wealth
Pennsylvania
$432K +$127K +2,754 +37%
IPWA
1139
International Private Wealth Advisors
California
$431K +$52.4K +1,135 +13%
IWM
1140
IHT Wealth Management
Illinois
$431K -$7.98K -173 -2%
A
1141
Allianz
Germany
$431K +$286K +6,200 +155%
TPI
1142
Trust Point Inc
Wisconsin
$431K -$28.6K -620 -6%
TCBWMS
1143
Texas Capital Bank Wealth Management Services
Texas
$428K +$468K +10,138 New
ACM
1144
Arcataur Capital Management
Wisconsin
$428K -$16.4K -355 -3%
VI
1145
Versor Investments
New York
$426K +$466K +10,100 New
EI
1146
Ellevest Inc
New York
$422K -$23.7K -513 -5%
CWM
1147
Chronos Wealth Management
Florida
$421K – – –
MWM
1148
Meridian Wealth Management
Kentucky
$420K +$3.83K +83 +0.8%
AWE
1149
Avidian Wealth Enterprises
Texas
$420K -$1.25K -27 -0.3%
KWM
1150
Kiker Wealth Management
Georgia
$419K -$33K -716 -7%
44 45
46
47 48