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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1176
Column Capital Advisors
Indiana
$236K +$82.3K +2,310 +56%
W
1177
Wealthquest
Ohio
$236K +$229K +6,420 New
PCM
1178
Pointe Capital Management
Michigan
$235K – – –
PFA
1179
Pure Financial Advisors
California
$235K – – –
MBT
1180
Montecito Bank & Trust
California
$234K -$2.74K -77 -1%
CCC
1181
Chelsea Counsel Company
California
$234K – – –
CASB
1182
Cape Ann Savings Bank
Massachusetts
$234K +$226K +6,350 New
IP
1183
Investment Partners
Ohio
$233K -$7.38K -207 -3%
WAAG
1184
Wealth Alliance Advisory Group
Kansas
$233K – – –
BCM
1185
Breiter Capital Management
Florida
$231K +$223K +6,270 New
TNBTD
1186
Trustmark National Bank Trust Department
Mississippi
$229K -$60.5K -1,697 -21%
GL
1187
Graypoint LLC
New York
$229K +$1.21K +34 +0.6%
DWA
1188
Douglass Winthrop Advisors
New York
$228K -$351K -9,836 -61%
AWM
1189
Aevitas Wealth Management
Massachusetts
$226K -$36.4K -1,021 -14%
SW
1190
SlateStone Wealth
Florida
$226K -$13.3K -374 -6%
RTC
1191
Riverview Trust Company
Washington
$226K – – –
SBL
1192
Sargent Bickham Lagudis
Colorado
$225K +$107 +3 +0%
DWM
1193
Dakota Wealth Management
Florida
$224K -$677 -19 -0.3%
DTC
1194
Davidson Trust Company
Washington
$224K – – –
FRA
1195
Front Row Advisors
California
$224K – – –
MCM
1196
Manchester Capital Management
Vermont
$222K -$7.13K -200 -3%
NWP
1197
Northstar Wealth Partners
Connecticut
$222K – – –
LFG
1198
LifePlan Financial Group
Ohio
$219K +$194K +5,440 +1,063%
ACP
1199
Ashfield Capital Partners
California
$218K -$1.03K -29 -0.5%
CSWG
1200
Cardinal Strategic Wealth Guidance
Kentucky
$217K -$78.9K -2,214 -27%
46 47
48
49 50