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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1201
Summit Financial Group
West Virginia
$216K – – –
BW
1202
Bison Wealth
Georgia
$214K -$89.6K -2,515 -30%
FWP
1203
FAS Wealth Partners
Kansas
$214K -$6.31K -177 -3%
FWM
1204
FSA Wealth Management
Massachusetts
$214K – – –
SOAMC
1205
Spirit of America Management Corp
New York
$213K -$69.5K -1,950 -25%
VSWA
1206
Vontobel Swiss Wealth Advisors
Switzerland
$212K -$353K -9,895 -63%
PLFAM
1207
Pineno Levin & Ford Asset Management
Virginia
$212K +$205K +5,750 New
TC
1208
TAP Consulting
Missouri
$212K +$205K +5,757 New
QP
1209
Quilter Plc
United Kingdom
$211K +$204K +5,734 New
MIC
1210
Meridian Investment Counsel
California
$211K +$205K +5,740 New
HI
1211
Hendershot Investments
Virginia
$210K – – –
MAFM
1212
Mid Atlantic Financial Management
Pennsylvania
$210K +$203K +5,696 New
FFWA
1213
FRG Family Wealth Advisors
Washington
$210K +$203K +5,700 New
BWP
1214
Bernardo Wealth Planning
Pennsylvania
$209K -$24.4K -686 -11%
PO
1215
Private Ocean
California
$209K – – –
AFS
1216
Axiom Financial Strategies
Indiana
$209K +$202K +5,682 New
AC
1217
Alley Company
Illinois
$207K +$200K +5,616 New
BOS
1218
Bingham Osborn & Scarborough
California
$207K +$200K +5,617 New
AWA
1219
ARS Wealth Advisors
Florida
$207K +$201K +5,634 New
PIM
1220
Progressive Investment Management
Oregon
$206K +$199K +5,589 New
UCI
1221
Uncommon Cents Investing
Wisconsin
$206K +$199K +5,593 New
FFS
1222
Founders Financial Securities
Maryland
$206K +$200K +5,605 New
LSAG
1223
Lake Street Advisors Group
New Hampshire
$206K +$200K +5,606 New
GFS
1224
GYL Financial Synergies
Connecticut
$205K +$198K +5,555 New
CAS
1225
Cascadia Advisory Services
Oregon
$205K +$199K +5,574 New
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