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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1176
Opal Wealth Advisors
New York
$340K +$309K +7,307 New
LIA
1177
LBMC Investment Advisors
Tennessee
$339K +$2.67K +63 +0.9%
BS
1178
Boenning & Scattergood
Pennsylvania
$339K +$308K +7,278 New
MSAM
1179
Moloney Securities Asset Management
Missouri
$338K +$17K +401 +6%
VFA
1180
Valeo Financial Advisors
Indiana
$337K -$56.6K -1,338 -16%
PBT
1181
Pictet Bank & Trust
Bahamas
$335K – – –
ITIM
1182
Indiana Trust & Investment Management
Indiana
$335K +$5.75K +136 +2%
CIC
1183
Chase Investment Counsel
Virginia
$335K +$8.68K +205 +3%
PFT
1184
Providence First Trust
Arizona
$333K +$302K +7,140 New
RIM
1185
Regent Investment Management
Kentucky
$332K -$25.7K -607 -8%
CFFP
1186
Center for Financial Planning
Michigan
$332K – – –
HVIA
1187
Hudson Valley Investment Advisors
New York
$332K – – –
IHL
1188
Investment House LLC
California
$331K +$4.23K +100 +1%
GSWM
1189
Golden State Wealth Management
California
$331K +$174K +4,109 +137%
CFA
1190
Cahill Financial Advisors
Minnesota
$331K +$301K +7,106 New
SFG
1191
SNS Financial Group
Minnesota
$329K -$6.98K -165 -2%
CIM
1192
CIM Investment Management
Pennsylvania
$328K -$4.87K -115 -2%
IAN
1193
Integrated Advisors Network
Texas
$328K +$4.27K +101 +1%
BCM
1194
Bayesian Capital Management
New York
$326K +$296K +7,000 New
DAM
1195
Doheny Asset Management
California
$324K -$21.2K -500 -7%
KA
1196
Kovack Advisors
Florida
$322K +$14.1K +334 +5%
TCM
1197
Tributary Capital Management
Nebraska
$321K -$12.7K -300 -4%
LSAG
1198
Lake Street Advisors Group
New Hampshire
$320K +$13.6K +321 +5%
BFO
1199
Boston Family Office
Massachusetts
$319K +$290K +6,842 New
EFG
1200
Everhart Financial Group
Ohio
$319K +$290K +6,854 New
46 47
48
49 50