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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1151
Sage Capital Advisors
South Dakota
$460K – – –
UWPG
1152
Ullmann Wealth Partners Group
Florida
$459K -$1.5K -35 -0.3%
ML
1153
McAdam LLC
Pennsylvania
$459K -$1.46K -34 -0.4%
OPA
1154
Old Port Advisors
Maine
$459K +$450K +10,519 New
LFAS
1155
Level Four Advisory Services
Texas
$457K +$81.3K +1,899 +22%
SNBOSCI
1156
Security National Bank of Sioux City Iowa
Iowa
$456K – – –
SC
1157
SRB Corp
Massachusetts
$454K +$446K +10,428 New
TWM
1158
Thrive Wealth Management
Pennsylvania
$454K -$13.3K -311 -3%
NP
1159
NorthRock Partners
Minnesota
$453K +$185K +4,319 +71%
LJHT
1160
Laurie J. Hall Trustee
$452K -$21.2K -495 -5%
RWA
1161
Ropes Wealth Advisors
Massachusetts
$452K -$15.2K -354 -3%
KCPG
1162
Kavar Capital Partners Group
Kansas
$451K – – –
DWM
1163
Defined Wealth Management
Oregon
$451K -$1.67K -39 -0.4%
ATI
1164
Act Two Investors
California
$451K +$442K +10,335 New
TC
1165
Titleist Capital
Texas
$450K +$442K +10,327 New
MSS
1166
Mitchell Sinkler & Starr
Pennsylvania
$450K +$158K +3,700 +56%
QI
1167
Qtron Investments
Massachusetts
$447K +$207K +4,847 +90%
PI
1168
Putnam Investments
Massachusetts
$446K +$212K +4,945 +94%
CAM
1169
Cresset Asset Management
Illinois
$445K -$250K -5,834 -4%
LCM
1170
Linker Capital Management
Kentucky
$444K – – –
BCA
1171
Bay Colony Advisors
Massachusetts
$443K -$11.2K -262 -3%
CAAS
1172
Capital Asset Advisory Services
Michigan
$442K -$90K -2,102 -18%
CSIC
1173
Clifford Swan Investment Counsel
California
$442K -$4.75K -111 -1%
IC
1174
Inscription Capital
Texas
$440K -$12.2K -285 -3%
LSAG
1175
Lake Street Advisors Group
New Hampshire
$439K -$143K -3,334 -25%
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