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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
1176
YorkBridge Wealth Partners
New York
$236K -$10.9K -307 -5%
CAW
1177
Cornerstone Advisors (Washington)
Washington
$236K +$46.3K +1,298 +25%
CCA
1178
Column Capital Advisors
Indiana
$236K +$82.3K +2,310 +56%
W
1179
Wealthquest
Ohio
$236K +$229K +6,420 New
PCM
1180
Pointe Capital Management
Michigan
$235K – – –
PFA
1181
Pure Financial Advisors
California
$235K – – –
MBT
1182
Montecito Bank & Trust
California
$234K -$2.74K -77 -1%
CCC
1183
Chelsea Counsel Company
California
$234K – – –
CASB
1184
Cape Ann Savings Bank
Massachusetts
$234K +$226K +6,350 New
IP
1185
Investment Partners
Ohio
$233K -$7.38K -207 -3%
WAAG
1186
Wealth Alliance Advisory Group
Kansas
$233K – – –
BCM
1187
Breiter Capital Management
Florida
$231K +$223K +6,270 New
TNBTD
1188
Trustmark National Bank Trust Department
Mississippi
$229K -$60.5K -1,697 -21%
GL
1189
Graypoint LLC
New York
$229K +$1.21K +34 +0.6%
DWA
1190
Douglass Winthrop Advisors
New York
$228K -$351K -9,836 -61%
AWM
1191
Aevitas Wealth Management
Massachusetts
$226K -$36.4K -1,021 -14%
SW
1192
SlateStone Wealth
Florida
$226K -$13.3K -374 -6%
RTC
1193
Riverview Trust Company
Washington
$226K – – –
SBL
1194
Sargent Bickham Lagudis
Colorado
$225K +$107 +3 +0%
DWM
1195
Dakota Wealth Management
Florida
$224K -$677 -19 -0.3%
DTC
1196
Davidson Trust Company
Washington
$224K – – –
FRA
1197
Front Row Advisors
California
$224K – – –
MCM
1198
Manchester Capital Management
Vermont
$222K -$7.13K -200 -3%
NWP
1199
Northstar Wealth Partners
Connecticut
$222K – – –
LFG
1200
LifePlan Financial Group
Ohio
$219K +$194K +5,440 +1,063%
46 47
48
49 50