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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1151
Sanders Morris Harris
Texas
$445K – – –
GL
1152
Graypoint LLC
New York
$444K +$16.6K +283 +4%
HL
1153
HeadInvest LLC
Maine
$443K +$13.6K +232 +3%
FSCM
1154
Front Street Capital Management
Montana
$439K -$280K -4,765 -38%
EWM
1155
Endurance Wealth Management
Rhode Island
$439K – – –
AWA
1156
Arete Wealth Advisors
Illinois
$439K +$17.5K +299 +3%
FWP
1157
FAS Wealth Partners
Kansas
$438K +$59.3K +1,011 +15%
VVP
1158
Venture Visionary Partners
Ohio
$437K -$411 -7 -0.1%
JWM
1159
Janiczek Wealth Management
Colorado
$437K +$2.17K +37 +0.5%
BC
1160
Bridgefront Capital
Texas
$437K +$450K +7,667 New
DIA
1161
Davidson Investment Advisors
Montana
$436K +$17.4K +297 +4%
MLFP
1162
MPS Loria Financial Planners
Illinois
$435K -$3.75K -64 -0.8%
EM
1163
Excalibur Management
Massachusetts
$435K +$5.4K +92 +1%
BAM
1164
Belpointe Asset Management
Nevada
$435K +$15.8K +269 +4%
AFG
1165
Allegheny Financial Group
Pennsylvania
$435K +$448K +7,642 New
IAN
1166
Integrated Advisors Network
Texas
$434K +$23.2K +395 +5%
RI
1167
Ridgewood Investments
New Jersey
$429K -$94.6K -1,612 -18%
LCP
1168
Legacy Capital Partners
Wisconsin
$429K – – –
CNC
1169
Canandaigua National Corp
New York
$427K -$948K -16,159 -68%
RHBC
1170
R.H. Bluestein & Co
Michigan
$427K -$147K -2,500 -25%
SXL
1171
Summit X LLC
Missouri
$426K +$176 +3 +0%
MBT
1172
Montecito Bank & Trust
California
$425K +$31.4K +535 +8%
WANY
1173
Wealthspire Advisors (New York)
New York
$424K -$703K -11,978 -62%
ESBC
1174
E.S. Barr & Co
Kentucky
$424K – – –
FWM
1175
Focused Wealth Management
New York
$419K +$293 +5 +0.1%
45 46
47
48 49