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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1201
PDS Planning
Ohio
$362K +$17.2K +345 +5%
SMH
1202
Sanders Morris Harris
Texas
$361K – – –
SFO
1203
Stokes Family Office
Louisiana
$361K +$112K +2,243 +40%
SA
1204
Strategic Advisors
New York
$359K +$649 +13 +0.2%
BBNB
1205
Baker Boyer National Bank
Washington
$359K +$7.64K +153 +2%
TL
1206
Tradewinds LLC
North Carolina
$359K +$390K +7,808 New
EI
1207
Ellevest Inc
New York
$358K -$3.54K -71 -0.9%
HNW
1208
High Note Wealth
Minnesota
$358K +$389K +7,787 New
QT
1209
Quantamental Technologies
New York
$357K -$128K -2,567 -25%
HR
1210
Hardy Reed
Mississippi
$357K +$9.59K +192 +3%
FMB
1211
Field & Main Bank
Kentucky
$355K +$101K +2,025 +36%
PP
1212
Patron Partners
Texas
$354K -$1.35K -27 -0.3%
JWM
1213
Janiczek Wealth Management
Colorado
$354K +$44.3K +887 +13%
HL
1214
HeadInvest LLC
Maine
$351K +$1.5K +30 +0.4%
BFO
1215
Boston Family Office
Massachusetts
$349K – – –
CIC
1216
Chase Investment Counsel
Virginia
$349K +$39.8K +798 +12%
RP
1217
Riverbridge Partners
Minnesota
$348K -$40.8K -818 -10%
CA
1218
Continuum Advisory
Idaho
$347K +$19.6K +393 +5%
BRWM
1219
B. Riley Wealth Management
Tennessee
$347K +$150K +3,003 +66%
AF
1220
Allworth Financial
California
$346K +$79.5K +1,593 +27%
AFG
1221
Allegheny Financial Group
Pennsylvania
$345K -$7.29K -146 -2%
DWM
1222
Doyle Wealth Management
Florida
$345K – – –
MM
1223
MQS Management
New York
$343K +$372K +7,455 New
MLFP
1224
MPS Loria Financial Planners
Illinois
$340K -$2.55K -51 -0.7%
KWM
1225
Kolinsky Wealth Management
New Jersey
$339K -$12.6K -252 -3%
47 48
49
50 51