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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1201
RDA Financial Network
Iowa
$558K +$672 +12 +0.1%
VW
1202
Vantus Wealth
Pennsylvania
$558K +$517K +9,234 New
CAU
1203
Caxton Associates (UK)
$558K +$55.1K +983 +12%
WP
1204
WealthPLAN Partners
Nebraska
$557K -$9.02K -161 -2%
EHAM
1205
Eagle Harbor Asset Management
Washington
$556K +$280 +5 +0.1%
RBC
1206
Romano Brothers & Co
Illinois
$554K +$1.12K +20 +0.2%
SHFA
1207
SS&H Financial Advisors
Michigan
$553K +$513K +9,161 New
SAM
1208
Sompo Asset Management
Japan
$552K -$5.04K -90 -1%
DOA
1209
D'Orazio & Associates
Virginia
$549K +$1.06K +19 +0.2%
HWM
1210
HRC Wealth Management
Idaho
$545K +$3.25K +58 +0.6%
OQS
1211
Occudo Quantitative Strategies
Florida
$541K +$502K +8,959 New
WAG
1212
Wallace Advisory Group
California
$538K -$280 -5 -0.1%
KWA
1213
Kellett Wealth Advisors
Ohio
$538K +$953 +17 +0.2%
RWP
1214
RWA Wealth Partners
Massachusetts
$533K -$840 -15 -0.2%
C
1215
Certuity
Florida
$533K +$73K +1,303 +17%
DSC
1216
Duncker Streett & Co
Missouri
$531K -$35K -625 -7%
SOS
1217
Silver Oak Securities
Tennessee
$529K +$60.3K +1,077 +14%
CC
1218
Cultivar Capital
Texas
$529K +$1.96K +35 +0.4%
AG
1219
AmeriFlex Group
Nevada
$527K -$1.29K -23 -0.3%
HI
1220
Hendershot Investments
Virginia
$526K – – –
DWM
1221
Drive Wealth Management
Utah
$526K +$127K +2,267 +36%
TCBWMS
1222
Texas Capital Bank Wealth Management Services
Texas
$526K -$49.6K -886 -9%
PAM
1223
Peak Asset Management
Colorado
$525K – – –
LS
1224
Livforsakringsbolaget Skandia
Sweden
$520K – – –
SS
1225
SBI Securities
Japan
$518K -$311K -5,559 -39%
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49
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