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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1126
Institute for Wealth Management
Colorado
$503K -$12.1K -255 -2%
CA
1127
Clearstead Advisors
Ohio
$502K -$23K -487 -4%
CFFP
1128
Center for Financial Planning
Michigan
$500K – – –
AWM
1129
Angeles Wealth Management
California
$498K +$7.14K +151 +1%
EFS
1130
Essex Financial Services
Connecticut
$498K +$14.4K +305 +3%
BTI
1131
Blue Trust Inc
Georgia
$498K +$3.12K +66 +0.6%
MWC
1132
MBM Wealth Consultants
Missouri
$493K +$8.18K +173 +2%
PI
1133
PFG Investments
New York
$490K +$946 +20 +0.2%
FMWA
1134
Forvis Mazars Wealth Advisors
Missouri
$487K -$2.08K -44 -0.4%
ALAM
1135
Asahi Life Asset Management
Japan
$486K – – –
TFA
1136
Transamerica Financial Advisors
Florida
$486K +$198K +4,195 +72%
CWM
1137
Chronos Wealth Management
Florida
$482K – – –
ACM
1138
Arcataur Capital Management
Wisconsin
$482K -$6.15K -130 -1%
CIA
1139
Capital Investment Advisors
Georgia
$480K +$97.4K +2,060 +26%
RIS
1140
Richmond Investment Services
Wisconsin
$479K -$28.6K -604 -6%
APW
1141
Aventura Private Wealth
Florida
$479K -$29.5K -624 -6%
BWP
1142
BSW Wealth Partners
Colorado
$478K +$104K +2,198 +29%
1C
1143
111 Capital
France
$478K +$174K +3,674 +59%
TCBWMS
1144
Texas Capital Bank Wealth Management Services
Texas
$478K -$82.1K -1,736 -15%
SAM
1145
Secure Asset Management
Michigan
$477K +$7.33K +155 +2%
RFN
1146
RDA Financial Network
Iowa
$476K +$1.7K +36 +0.4%
FFG
1147
Fiduciary Financial Group
California
$475K +$3.74K +79 +0.8%
WC
1148
Wynn Capital
Georgia
$475K – – –
SIA
1149
SkyView Investment Advisors
New Jersey
$475K +$63.3K +1,338 +16%
GFA
1150
Gallagher Fiduciary Advisors
Illinois
$475K +$16.1K +341 +4%
44 45
46
47 48