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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PMWMG
1151
Parr McKnight Wealth Management Group
Minnesota
$628K – – –
BHC
1152
Bull Harbor Capital
Maryland
$624K -$27.6K -493 -5%
TFS
1153
Thoroughbred Financial Services
Tennessee
$623K -$20.6K -368 -3%
IC
1154
Inscription Capital
Texas
$620K +$63.8K +1,138 +12%
EM
1155
Excalibur Management
Massachusetts
$619K -$5.94K -106 -1%
WAP
1156
Wealthcare Advisory Partners
Pennsylvania
$617K -$444K -7,919 -44%
FFP
1157
Freedom Financial Partners
Minnesota
$617K – – –
CPA
1158
Capital Performance Advisors
California
$615K -$205K -3,656 -26%
HPC
1159
HM Payson & Co
Maine
$615K +$56 +1 +0%
FB
1160
First Bancorp
Maine
$614K – – –
EAN
1161
Excelsior Advisor Network
Colorado
$614K +$569K +10,163 New
OWCM
1162
One Wealth Capital Management
Arizona
$613K +$302K +5,395 +113%
WC
1163
Waterloo Capital
Texas
$612K +$90.7K +1,619 +19%
APW
1164
Aventura Private Wealth
Florida
$609K +$32.9K +588 +6%
CC
1165
Chicago Capital
Illinois
$609K +$46.2K +825 +9%
DDC
1166
DF Dent & Co
Maryland
$607K -$37.9K -676 -6%
SCM
1167
Shelton Capital Management
Colorado
$606K -$11.8K -210 -2%
EA
1168
Everpar Advisors
Oklahoma
$606K -$1.85K -33 -0.3%
CWM
1169
Chronos Wealth Management
Florida
$602K – – –
SIA
1170
Soltis Investment Advisors
Utah
$602K +$43K +768 +8%
SACTSONJ
1171
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$601K -$31.8K -568 -5%
CWS
1172
Cypress Wealth Services
California
$601K -$35.8K -639 -6%
ACM
1173
Arcataur Capital Management
Wisconsin
$601K – – –
BHBT
1174
Burke & Herbert Bank & Trust
Virginia
$599K -$560 -10 -0.1%
AWM
1175
Aprio Wealth Management
Georgia
$599K +$23K +410 +4%
45 46
47
48 49