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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1176
BSW Wealth Partners
Colorado
$419K +$54.1K +923 +14%
FAM
1177
Fenimore Asset Management
New York
$418K – – –
ISB
1178
Iowa State Bank
Iowa
$417K -$35.8K -610 -8%
BFO
1179
Boston Family Office
Massachusetts
$417K – – –
FIA
1180
Foundations Investment Advisors
Arizona
$417K +$51.9K +884 +14%
LIA
1181
LBMC Investment Advisors
Tennessee
$415K +$939 +16 +0.2%
SC
1182
Steph & Co
Wisconsin
$413K +$36.5K +622 +9%
CWP
1183
Concord Wealth Partners
Virginia
$413K +$92.3K +1,573 +28%
SG
1184
StoneX Group
New York
$413K +$119K +2,020 +39%
PJSIMP
1185
P.J. Schmidt Investment Management (PJS)
Wisconsin
$412K – – –
PA
1186
Parallel Advisors
California
$412K +$72.7K +1,239 +21%
IWM
1187
IHT Wealth Management
Illinois
$411K +$95.4K +1,626 +29%
PBT
1188
Pictet Bank & Trust
Bahamas
$410K – – –
PP
1189
PDS Planning
Ohio
$410K +$704 +12 +0.2%
PIM
1190
Progressive Investment Management
Oregon
$409K – – –
PFT
1191
Providence First Trust
Arizona
$407K – – –
ST
1192
Sageworth Trust
Pennsylvania
$407K +$390K +6,650 +1,330%
CFFP
1193
Center for Financial Planning
Michigan
$406K – – –
LC
1194
Lincoln Capital
Nebraska
$406K +$106K +1,815 +34%
CIC
1195
Chase Investment Counsel
Virginia
$405K -$4.69K -80 -1%
TCA
1196
Transcend Capital Advisors
New Jersey
$402K +$38.5K +656 +10%
BONH
1197
Bank of New Hampshire
New Hampshire
$402K +$414K +7,055 New
RIM
1198
Regent Investment Management
Kentucky
$400K -$5.87K -100 -1%
LSAG
1199
Lake Street Advisors Group
New Hampshire
$399K +$3.75K +64 +1%
S
1200
SignatureFD
Georgia
$398K +$50.7K +864 +14%
46 47
48
49 50