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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1151
Old Port Advisors
Maine
$361K -$97.2K -2,384 -21%
AWM
1152
Avior Wealth Management
Nebraska
$359K -$72.1K -1,769 -16%
FBFS
1153
First Business Financial Services
Wisconsin
$359K -$12.2K -300 -3%
CFFP
1154
Center for Financial Planning
Michigan
$358K -$2.73K -67 -0.7%
MYIA
1155
Mount Yale Investment Advisors
Colorado
$358K +$21.2K +520 +6%
BWP
1156
BSW Wealth Partners
Colorado
$357K -$7.71K -189 -2%
SW
1157
SVB Wealth
Massachusetts
$357K -$91.3K -2,238 -20%
BWP
1158
Baldwin Wealth Partners
Massachusetts
$356K – – –
AMG
1159
Advisors Management Group
Wisconsin
$355K -$14.3K -350 -4%
RA
1160
Rise Advisors
New York
$354K +$11.2K +275 +3%
VCM
1161
Virtue Capital Management
Tennessee
$354K -$22.1K -541 -6%
WAAG
1162
Wealth Alliance Advisory Group
Kansas
$354K – – –
FFA
1163
Farther Finance Advisors
California
$352K +$86.7K +2,127 +31%
CSIC
1164
Clifford Swan Investment Counsel
California
$351K -$20.4K -500 -5%
SAM
1165
Sompo Asset Management
Japan
$351K -$51K -1,250 -12%
HI
1166
Hendershot Investments
Virginia
$350K -$51K -1,250 -12%
TW
1167
TrinityPoint Wealth
Connecticut
$348K +$45.2K +1,109 +14%
LJHT
1168
Laurie J. Hall Trustee
$348K -$12.2K -300 -3%
KWM
1169
Kolinsky Wealth Management
New Jersey
$347K -$49.8K -1,220 -12%
FAFN
1170
First Affirmative Financial Network
Colorado
$346K -$2.08K -51 -0.6%
VA
1171
Valmark Advisers
Ohio
$346K +$9.87K +242 +3%
NWM
1172
Northwest Wealth Management
Iowa
$345K -$4.4K -108 -1%
ESBC
1173
E.S. Barr & Co
Kentucky
$344K – – –
ACS
1174
Archford Capital Strategies
Illinois
$343K -$41 -1 -0%
GMFG
1175
Greater Midwest Financial Group
Minnesota
$342K +$7.79K +191 +2%
45 46
47
48 49