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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1201
Annex Advisory Services
Wisconsin
$324K +$27.6K +551 +9%
FFWA
1202
FRG Family Wealth Advisors
Washington
$323K – – –
SFA
1203
Sequoia Financial Advisors
Ohio
$323K +$23.5K +468 +8%
TWA
1204
TCI Wealth Advisors
Arizona
$321K +$552 +11 +0.2%
KFGK
1205
Keystone Financial Group (Kentucky)
Kentucky
$321K +$334K +6,658 New
IP
1206
Investment Partners
Ohio
$320K +$251 +5 +0.1%
CAAS
1207
Capital Asset Advisory Services
Michigan
$319K – – –
CRIG
1208
Charter Research & Investment Group
Connecticut
$319K – – –
AIM
1209
Acropolis Investment Management
Missouri
$317K +$3.91K +78 +1%
TNBTD
1210
Trustmark National Bank Trust Department
Mississippi
$315K -$130K -2,598 -28%
PTC
1211
Provident Trust Company
Wisconsin
$315K – – –
LB
1212
Landmark Bank
Missouri
$314K – – –
FPFS
1213
First Personal Financial Services
North Carolina
$313K – – –
SWRP
1214
Summit Wealth & Retirement Planning
California
$313K +$301 +6 +0.1%
DK
1215
Darrell & King
Virginia
$311K – – –
CAG
1216
Crestwood Advisors Group
Massachusetts
$310K -$11.7K -233 -3%
VV
1217
Verity & Verity
South Carolina
$308K -$55.2K -1,100 -15%
PCM
1218
Pointe Capital Management
Michigan
$308K – – –
RTC
1219
Riverview Trust Company
Washington
$308K +$32.4K +647 +11%
BAM
1220
Belpointe Asset Management
Nevada
$308K +$72.8K +1,451 +29%
UBV
1221
United Bank (Virginia)
Virginia
$307K -$5.01K -100 -2%
LFAS
1222
Level Four Advisory Services
Texas
$306K -$86.7K -1,728 -21%
MCM
1223
Manchester Capital Management
Vermont
$301K +$5.32K +106 +2%
CTA
1224
Chesley Taft & Associates
Illinois
$300K – – –
BAAM
1225
Baker Avenue Asset Management
California
$299K -$574K -11,436 -65%
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