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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1176
D.J. St. Germain
Massachusetts
$287K +$78.9K +1,443 +34%
WC
1177
Whitnell & Co
Illinois
$286K – – –
FWM
1178
Focused Wealth Management
New York
$285K -$164K -3,000 -35%
EAM
1179
Evanson Asset Management
California
$284K -$7.77K -142 -2%
BII
1180
Bainco International Investors
Massachusetts
$282K -$10.8M -197,321 -97%
FIM
1181
Fruth Investment Management
Texas
$282K – – –
UCI
1182
Uncommon Cents Investing
Wisconsin
$282K – – –
AWA
1183
ARS Wealth Advisors
Florida
$282K +$219 +4 +0.1%
KJWM
1184
Kiley Juergens Wealth Management
Washington
$281K -$766 -14 -0.3%
SCI
1185
Stableford Capital II
Arizona
$281K – – –
BFO
1186
Biltmore Family Office
North Carolina
$281K +$303K +5,532 New
PC
1187
Port Capital
Illinois
$280K -$97.1K -1,775 -24%
CCG
1188
Chatham Capital Group
Georgia
$280K -$32.3K -590 -10%
AAS
1189
Annex Advisory Services
Wisconsin
$280K -$6.73K -123 -2%
NFG
1190
Next Financial Group
Texas
$280K +$75.9K +1,387 +33%
ECM
1191
EagleClaw Capital Management
Massachusetts
$279K +$54.7K +1,000 +22%
PFM
1192
Parsec Financial Management
North Carolina
$278K – – –
WA
1193
WESPAC Advisors
California
$278K +$18K +329 +6%
EA
1194
Edge Advisors
Georgia
$277K -$254K -4,637 -46%
OA
1195
Outfitter Advisors
Virginia
$274K -$68.4K -1,250 -19%
CIM
1196
Confluence Investment Management
Missouri
$274K +$3.5K +64 +1%
AIA
1197
Allied Investment Advisors
Montana
$272K -$13.7K -251 -4%
LKIM
1198
Lawson Kroeker Investment Management
Nebraska
$271K +$5.47K +100 +2%
BFIM
1199
Beese Fulmer Investment Management
Ohio
$268K -$16.4K -300 -5%
TCM
1200
Tradewinds Capital Management
Washington
$268K -$3.61K -66 -1%
46 47
48
49 50