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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1176
Bolthouse Investments
California
$408K +$419K +8,525 New
LWM
1177
Liberty Wealth Management
California
$407K +$4.28K +87 +1%
NCFG
1178
New Century Financial Group
New Jersey
$405K -$64.6K -1,313 -14%
TC
1179
Trilogy Capital
California
$403K +$11.7K +238 +3%
OFG
1180
Oxford Financial Group
Indiana
$403K -$320K -6,499 -44%
LJHT
1181
Laurie J. Hall Trustee
$402K -$18K -365 -4%
LWANC
1182
Laurel Wealth Advisors (North Carolina)
North Carolina
$401K – – –
BOJHT
1183
Bank of Jackson Hole Trust
Wyoming
$401K +$412K +8,383 New
OC
1184
Oarsman Capital
Wisconsin
$400K – – –
CCFCSB
1185
Cape Cod Five Cents Savings Bank
Massachusetts
$399K – – –
BI
1186
Ballast Inc
Kentucky
$399K – – –
XC
1187
XY Capital
Hong Kong
$398K +$409K +8,319 New
ACP
1188
Aveo Capital Partners
Colorado
$398K -$93.9K -1,909 -19%
KWA
1189
Kellett Wealth Advisors
Ohio
$397K -$6.15K -125 -1%
AWMM
1190
Aegis Wealth Management (Maryland)
Maryland
$393K +$404K +8,213 New
PFW
1191
Petros Family Wealth
Minnesota
$392K +$403K +8,197 New
SHFA
1192
SS&H Financial Advisors
Michigan
$392K – – –
CPA
1193
Capital Performance Advisors
California
$392K +$10.3K +210 +3%
MWC
1194
MBM Wealth Consultants
Missouri
$389K +$20K +407 +5%
FIB
1195
First Interstate Bank
Montana
$389K +$62.5K +1,270 +19%
AWAU
1196
Alliance Wealth Advisors (Utah)
Utah
$388K -$58.7K -1,193 -13%
IIA
1197
Integral Investment Advisors
California
$386K -$197K -4,000 -33%
BWA
1198
Burt Wealth Advisors
Maryland
$386K – – –
KIG
1199
Kessler Investment Group
Indiana
$383K – – –
CNBT
1200
Canandaigua National Bank & Trust
New York
$383K – – –
46 47
48
49 50