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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1176
West Paces Advisors
Georgia
$386K -$12.5K -250 -3%
TWM
1177
Thrive Wealth Management
Pennsylvania
$385K -$749 -15 -0.2%
PHS
1178
Pekin Hardy Strauss
Illinois
$384K -$435K -8,715 -51%
GA
1179
GoalVest Advisory
New York
$384K -$251K -5,035 -38%
SPC
1180
Stewart & Patten Company
California
$384K – – –
LFAS
1181
Level Four Advisory Services
Texas
$383K +$44.5K +891 +12%
MCM
1182
Mitchell Capital Management
Kansas
$380K – – –
ML
1183
McAdam LLC
Pennsylvania
$379K +$2.3K +46 +0.6%
FIA
1184
Foundations Investment Advisors
Arizona
$378K +$19.4K +388 +5%
WG
1185
Welch Group
Alabama
$374K -$62.5K -1,252 -13%
FCA
1186
FinTrust Capital Advisors
South Carolina
$371K -$64.1K -1,283 -14%
LWANC
1187
Laurel Wealth Advisors (North Carolina)
North Carolina
$371K – – –
BWM
1188
BNC Wealth Management
Oregon
$371K +$29.5K +590 +8%
LFA
1189
Laraway Financial Advisors
Minnesota
$369K -$8.49K -170 -2%
CFFP
1190
Center for Financial Planning
Michigan
$367K – – –
EFG
1191
Everhart Financial Group
Ohio
$367K +$184K +3,679 +86%
CANY
1192
Caxton Associates (New York)
New York
$367K +$398K +7,978 New
CWM
1193
Cahaba Wealth Management
Georgia
$366K -$113K -2,255 -22%
AUB
1194
Atlantic Union Bankshares
Virginia
$365K -$4.99K -100 -1%
MLA
1195
My Legacy Advisors
Oregon
$365K +$393K +7,867 New
FIB
1196
First Interstate Bank
Montana
$364K +$62.2K +1,245 +19%
GIA
1197
Gateway Investment Advisers
Ohio
$363K -$100 -2 -0%
PP
1198
PDS Planning
Ohio
$362K +$17.2K +345 +5%
SMH
1199
Sanders Morris Harris
Texas
$361K – – –
SFO
1200
Stokes Family Office
Louisiana
$361K +$112K +2,243 +40%
46 47
48
49 50