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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
1151
Cape Cod Five Cents Savings Bank
Massachusetts
$399K -$21.5K -490 -5%
MRCM
1152
M&R Capital Management
New Jersey
$396K +$26.1K +594 +7%
KCM
1153
Kathmere Capital Management
Pennsylvania
$396K +$48.5K +1,106 +15%
MAWA
1154
Moss Adams Wealth Advisors
Washington
$394K +$28.5K +649 +8%
LL
1155
LWMG LLC
Minnesota
$394K +$439 +10 +0.1%
WFC
1156
Western Financial Corp
California
$393K +$6.1K +139 +2%
SFG
1157
SevenBridge Financial Group
Pennsylvania
$393K -$11.4K -261 -3%
HWM
1158
HRC Wealth Management
Idaho
$393K +$2.94K +67 +0.8%
4WM
1159
44 Wealth Management
Oregon
$390K +$352K +8,029 New
GFA
1160
Gallagher Fiduciary Advisors
Illinois
$389K +$38.2K +872 +11%
ML
1161
McAdam LLC
Pennsylvania
$389K +$9.17K +209 +3%
PP
1162
Paloma Partners
Connecticut
$389K +$570 +13 +0.2%
LWM
1163
Liberty Wealth Management
California
$385K -$4.61K -105 -1%
KWA
1164
Kellett Wealth Advisors
Ohio
$385K +$6.32K +144 +2%
PWPS
1165
Pinnacle Wealth Planning Services
Ohio
$385K -$4.87K -111 -1%
LWANC
1166
Laurel Wealth Advisors (North Carolina)
North Carolina
$384K +$16.9K +385 +5%
KWM
1167
Kolinsky Wealth Management
New Jersey
$383K -$16K -365 -4%
OC
1168
Oarsman Capital
Wisconsin
$382K -$7.37K -168 -2%
SPC
1169
Sigma Planning Corp
Michigan
$382K +$34.7K +792 +10%
AWE
1170
Avidian Wealth Enterprises
Texas
$382K -$109K -2,474 -23%
BI
1171
Ballast Inc
Kentucky
$381K -$6.71K -153 -2%
VFA
1172
Voya Financial Advisors
Connecticut
$380K -$41K -935 -10%
FBC
1173
Fairfield, Bush & Co
Connecticut
$380K -$58.2K -1,326 -14%
OPA
1174
Old Port Advisors
Maine
$380K -$34.6K -788 -9%
HFAS
1175
Hummer Financial Advisory Services
Illinois
$380K – – –
45 46
47
48 49