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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1176
Continuum Advisory
Idaho
$422K +$48.3K +1,149 +14%
CC
1177
Chicago Capital
Illinois
$421K -$14K -334 -3%
PWP
1178
Phillips Wealth Planners
Mississippi
$417K -$135K -3,202 -27%
BAM
1179
Belpointe Asset Management
Nevada
$417K +$31.9K +759 +9%
EWA
1180
EverSource Wealth Advisors
Alabama
$417K +$147K +3,507 +61%
PAM
1181
Peak Asset Management
Colorado
$416K +$93.9K +2,234 +32%
SHFA
1182
SS&H Financial Advisors
Michigan
$415K +$41K +975 +12%
GSB
1183
Greenfield Savings Bank
Massachusetts
$413K -$96.3K -2,290 -20%
MCM
1184
Mengis Capital Management
Oregon
$409K -$568K -13,500 -60%
OCM
1185
One Capital Management
California
$408K +$9.33K +222 +3%
ESBC
1186
E.S. Barr & Co
Kentucky
$408K – – –
WFI
1187
West Family Investments
California
$408K +$155K +3,690 +69%
IQI
1188
Integrated Quantitative Investments
Washington
$407K – – –
AWAU
1189
Alliance Wealth Advisors (Utah)
Utah
$406K +$12.9K +307 +4%
PFGIA
1190
Patriot Financial Group Insurance Agency
Massachusetts
$405K +$32.9K +783 +10%
RBC
1191
Romano Brothers & Co
Illinois
$405K -$1.93K -46 -0.5%
PP
1192
PDS Planning
Ohio
$404K +$31.4K +747 +9%
VA
1193
Valmark Advisers
Ohio
$403K -$4.79K -114 -1%
ML
1194
McAdam LLC
Pennsylvania
$401K -$7.82K -186 -2%
CSIC
1195
Clifford Swan Investment Counsel
California
$401K +$252 +6 +0.1%
IPWA
1196
International Private Wealth Advisors
California
$401K -$57.3K -1,362 -13%
SA
1197
Sovran Advisors
California
$400K +$27.5K +655 +8%
AWA
1198
Aaron Wealth Advisors
Illinois
$400K +$27.4K +652 +8%
CCFCSB
1199
Cape Cod Five Cents Savings Bank
Massachusetts
$399K – – –
HWM
1200
HRC Wealth Management
Idaho
$397K +$3.24K +77 +0.9%
46 47
48
49 50