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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1176
Forvis Mazars Wealth Advisors
Missouri
$598K -$81.5K -1,455 -13%
SA
1177
Sovran Advisors
California
$596K +$65.6K +1,170 +14%
AIM
1178
Access Investment Management
Georgia
$592K +$94.8K +1,692 +21%
PA
1179
Prairie Advisory
Kansas
$592K +$549K +9,800 New
EI
1180
Ellevest Inc
New York
$590K -$18.5K -331 -3%
CCP
1181
Clarkston Capital Partners
Michigan
$589K -$415K -7,415 -43%
GFA
1182
Gallagher Fiduciary Advisors
Illinois
$588K -$18.2K -325 -3%
FFG
1183
Fiduciary Financial Group
California
$586K +$32.4K +579 +6%
WC
1184
Wynn Capital
Georgia
$585K – – –
BAMG
1185
Brand Asset Management Group
Missouri
$584K -$10K -179 -2%
BTI
1186
Blue Trust Inc
Georgia
$577K -$259K -4,621 -33%
MWM
1187
Meridian Wealth Management
Kentucky
$577K -$76.3K -1,361 -12%
BAAM
1188
Baker Avenue Asset Management
California
$577K +$131K +2,346 +33%
HCM
1189
Howard Capital Management
Georgia
$577K +$264K +4,710 +97%
CIM
1190
Cambria Investment Management
California
$572K +$176K +3,148 +50%
BAM
1191
Belpointe Asset Management
Nevada
$567K +$13.7K +245 +3%
AWM
1192
Avior Wealth Management
Nebraska
$566K -$16.5K -294 -3%
ECA
1193
Elevated Capital Advisors
Utah
$565K -$608K -10,851 -54%
TVAMP
1194
Tennessee Valley Asset Management Partners
Tennessee
$563K +$523K +9,325 New
PP
1195
PDS Planning
Ohio
$563K +$2.63K +47 +0.5%
FRA
1196
Frank Rimerman Advisors
California
$562K – – –
CL
1197
CSS LLC
Illinois
$562K +$521K +9,300 New
SAM
1198
Sagewood Asset Management
New York
$562K +$41.1K +734 +9%
CCWM
1199
Cassaday & Co Wealth Management
Virginia
$560K -$26.8K -479 -5%
NB
1200
NBH Bank
Colorado
$558K +$518K +9,236 New
46 47
48
49 50