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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1126
Pinnacle Wealth Management Advisory Group
New Jersey
$605K +$232K +4,720 +71%
FMWA
1127
Forvis Mazars Wealth Advisors
Missouri
$602K +$59.5K +1,209 +12%
AB
1128
Atlas Brown
Kentucky
$600K -$9.54K -194 -2%
FFP
1129
Freedom Financial Partners
Minnesota
$596K +$3K +61 +0.5%
LFAS
1130
Level Four Advisory Services
Texas
$594K +$95.6K +1,943 +21%
PP
1131
Postrock Partners
Oregon
$594K – – –
TFA
1132
Transamerica Financial Advisors
Florida
$593K +$51.6K +1,049 +10%
CIA
1133
Choate Investment Advisors
Massachusetts
$592K +$123K +2,500 +29%
OCM
1134
Orion Capital Management
California
$592K -$172K -3,500 -24%
AWP
1135
Accretive Wealth Partners
New Jersey
$592K – – –
DDC
1136
DF Dent & Co
Maryland
$591K – – –
TCOO
1137
Trust Company of Oklahoma
Oklahoma
$589K +$323K +6,570 +147%
UWPG
1138
Ullmann Wealth Partners Group
Florida
$588K – – –
FPL
1139
Fortress Private Ledger
North Carolina
$586K +$104K +2,107 +24%
RIL
1140
Rothschild Investment LLC
Illinois
$585K +$136K +2,760 +34%
PCM
1141
Polymer Capital Management
New York
$585K -$1.57M -31,849 -74%
FWM
1142
Forza Wealth Management
Florida
$583K – – –
FFWM
1143
Future Financial Wealth Management
Ohio
$582K – – –
VA
1144
VestGen Advisors
Illinois
$581K +$536K +10,896 New
MWC
1145
MBM Wealth Consultants
Missouri
$581K +$33.3K +677 +7%
WPC
1146
White Pine Capital
Minnesota
$577K +$984 +20 +0.2%
ERIC
1147
Eagle Rock Investment Company
Georgia
$577K – – –
CIA
1148
Capital Investment Advisors
Georgia
$576K +$42.7K +869 +9%
BWP
1149
BSW Wealth Partners
Colorado
$573K +$42K +854 +9%
MMPW
1150
Mitchell McLeod Pugh & Williams
Alabama
$572K -$492 -10 -0.1%
44 45
46
47 48