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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1201
Ashfield Capital Partners
California
$218K -$1.03K -29 -0.5%
CSWG
1202
Cardinal Strategic Wealth Guidance
Kentucky
$217K -$78.9K -2,214 -27%
SFG
1203
Summit Financial Group
West Virginia
$216K – – –
BW
1204
Bison Wealth
Georgia
$214K -$89.6K -2,515 -30%
FWP
1205
FAS Wealth Partners
Kansas
$214K -$6.31K -177 -3%
FWM
1206
FSA Wealth Management
Massachusetts
$214K – – –
SOAMC
1207
Spirit of America Management Corp
New York
$213K -$69.5K -1,950 -25%
VSWA
1208
Vontobel Swiss Wealth Advisors
Switzerland
$212K -$353K -9,895 -63%
PLFAM
1209
Pineno Levin & Ford Asset Management
Virginia
$212K +$205K +5,750 New
TC
1210
TAP Consulting
Missouri
$212K +$205K +5,757 New
QP
1211
Quilter Plc
United Kingdom
$211K +$204K +5,734 New
MIC
1212
Meridian Investment Counsel
California
$211K +$205K +5,740 New
HI
1213
Hendershot Investments
Virginia
$210K – – –
MAFM
1214
Mid Atlantic Financial Management
Pennsylvania
$210K +$203K +5,696 New
FFWA
1215
FRG Family Wealth Advisors
Washington
$210K +$203K +5,700 New
BWP
1216
Bernardo Wealth Planning
Pennsylvania
$209K -$24.4K -686 -11%
PO
1217
Private Ocean
California
$209K – – –
AFS
1218
Axiom Financial Strategies
Indiana
$209K +$202K +5,682 New
AC
1219
Alley Company
Illinois
$207K +$200K +5,616 New
BOS
1220
Bingham Osborn & Scarborough
California
$207K +$200K +5,617 New
AWA
1221
ARS Wealth Advisors
Florida
$207K +$201K +5,634 New
PIM
1222
Progressive Investment Management
Oregon
$206K +$199K +5,589 New
UCI
1223
Uncommon Cents Investing
Wisconsin
$206K +$199K +5,593 New
FFS
1224
Founders Financial Securities
Maryland
$206K +$200K +5,605 New
LSAG
1225
Lake Street Advisors Group
New Hampshire
$206K +$200K +5,606 New
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