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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1151
Lake Street Advisors Group
New Hampshire
$235K +$34.5K +943 +17%
EP
1152
EPIQ Partners
Minnesota
$235K +$221K +6,049 New
ACI
1153
Alpha Cubed Investments
California
$234K -$24K -656 -9%
CIP
1154
Capital Insight Partners
Arizona
$234K – – –
PTC
1155
Provident Trust Company
Wisconsin
$234K – – –
CBTWT
1156
Community Bank & Trust (Waco, Texas)
Texas
$233K -$4.03K -110 -2%
IC
1157
IEQ Capital
California
$233K +$2.63K +72 +1%
PGAM
1158
Princeton Global Asset Management
New Jersey
$232K -$125K -3,405 -34%
HCM
1159
HM Capital Management
Missouri
$231K – – –
GL
1160
Graypoint LLC
New York
$230K +$6.84K +187 +3%
ODCM
1161
Old Dominion Capital Management
Virginia
$230K +$235K +6,419 New
GI
1162
Gradient Investments
Minnesota
$229K -$8.28M -226,367 -97%
HR
1163
Hayden Royal
North Carolina
$229K -$7.65K -209 -3%
PCM
1164
Pointe Capital Management
Michigan
$229K – – –
WANY
1165
Wealthspire Advisors (New York)
New York
$229K +$233K +6,377 New
CCC
1166
Chelsea Counsel Company
California
$228K – – –
FWP
1167
FAS Wealth Partners
Kansas
$227K +$18.9K +516 +9%
AFS
1168
Axiom Financial Strategies
Indiana
$227K +$23.4K +640 +11%
SIM
1169
Sadoff Investment Management
Wisconsin
$226K -$18.3K -500 -7%
AWM
1170
Aberdeen Wealth Management
Illinois
$225K -$30.8K -841 -12%
WAAG
1171
Wealth Alliance Advisory Group
Kansas
$225K -$2.23K -61 -1%
BCM
1172
Breiter Capital Management
Florida
$225K – – –
MSS
1173
Mitchell Sinkler & Starr
Pennsylvania
$222K -$49.4K -1,350 -18%
YWP
1174
YorkBridge Wealth Partners
New York
$222K -$7.28K -199 -3%
MBT
1175
Montecito Bank & Trust
California
$222K -$5.42K -148 -2%
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48 49