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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
1151
Kera Capital Partners
California
$636K +$106K +1,900 +22%
VNA
1152
Valley National Advisers
Pennsylvania
$634K -$8.74K -156 -1%
VWM
1153
Venturi Wealth Management
Texas
$634K +$38.8K +693 +7%
MAA
1154
Mraz Amerine & Associates
California
$634K -$61.4K -1,096 -9%
LFAS
1155
Level Four Advisory Services
Texas
$629K -$13.9K -248 -2%
PMWMG
1156
Parr McKnight Wealth Management Group
Minnesota
$628K – – –
BHC
1157
Bull Harbor Capital
Maryland
$624K -$27.6K -493 -5%
TFS
1158
Thoroughbred Financial Services
Tennessee
$623K -$20.6K -368 -3%
IC
1159
Inscription Capital
Texas
$620K +$63.8K +1,138 +12%
EM
1160
Excalibur Management
Massachusetts
$619K -$5.94K -106 -1%
WAP
1161
Wealthcare Advisory Partners
Pennsylvania
$617K -$444K -7,919 -44%
FFP
1162
Freedom Financial Partners
Minnesota
$617K – – –
CPA
1163
Capital Performance Advisors
California
$615K -$205K -3,656 -26%
HPC
1164
HM Payson & Co
Maine
$615K +$56 +1 +0%
FB
1165
First Bancorp
Maine
$614K – – –
EAN
1166
Excelsior Advisor Network
Colorado
$614K +$569K +10,163 New
OWCM
1167
One Wealth Capital Management
Arizona
$613K +$302K +5,395 +113%
WC
1168
Waterloo Capital
Texas
$612K +$90.7K +1,619 +19%
APW
1169
Aventura Private Wealth
Florida
$609K +$32.9K +588 +6%
CC
1170
Chicago Capital
Illinois
$609K +$46.2K +825 +9%
DDC
1171
DF Dent & Co
Maryland
$607K -$37.9K -676 -6%
SCM
1172
Shelton Capital Management
Colorado
$606K -$11.8K -210 -2%
EA
1173
Everpar Advisors
Oklahoma
$606K -$1.85K -33 -0.3%
CWM
1174
Chronos Wealth Management
Florida
$602K – – –
SIA
1175
Soltis Investment Advisors
Utah
$602K +$43K +768 +8%
45 46
47
48 49