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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1201
Strategic Advisors
New York
$359K +$649 +13 +0.2%
BBNB
1202
Baker Boyer National Bank
Washington
$359K +$7.64K +153 +2%
TL
1203
Tradewinds LLC
North Carolina
$359K +$390K +7,808 New
EI
1204
Ellevest Inc
New York
$358K -$3.54K -71 -0.9%
HNW
1205
High Note Wealth
Minnesota
$358K +$389K +7,787 New
QT
1206
Quantamental Technologies
New York
$357K -$128K -2,567 -25%
HR
1207
Hardy Reed
Mississippi
$357K +$9.59K +192 +3%
FMB
1208
Field & Main Bank
Kentucky
$355K +$101K +2,025 +36%
PP
1209
Patron Partners
Texas
$354K -$1.35K -27 -0.3%
JWM
1210
Janiczek Wealth Management
Colorado
$354K +$44.3K +887 +13%
HL
1211
HeadInvest LLC
Maine
$351K +$1.5K +30 +0.4%
BFO
1212
Boston Family Office
Massachusetts
$349K – – –
CIC
1213
Chase Investment Counsel
Virginia
$349K +$39.8K +798 +12%
RP
1214
Riverbridge Partners
Minnesota
$348K -$40.8K -818 -10%
CA
1215
Continuum Advisory
Idaho
$347K +$19.6K +393 +5%
AF
1216
Allworth Financial
California
$346K +$79.5K +1,593 +27%
AFG
1217
Allegheny Financial Group
Pennsylvania
$345K -$7.29K -146 -2%
DWM
1218
Doyle Wealth Management
Florida
$345K – – –
MM
1219
MQS Management
New York
$343K +$372K +7,455 New
MLFP
1220
MPS Loria Financial Planners
Illinois
$340K -$2.55K -51 -0.7%
KWM
1221
Kolinsky Wealth Management
New Jersey
$339K -$12.6K -252 -3%
BTI
1222
Blue Trust Inc
Georgia
$339K +$319K +6,385 New
LIA
1223
LBMC Investment Advisors
Tennessee
$338K +$1.05K +21 +0.3%
FAM
1224
Fenimore Asset Management
New York
$337K – – –
ESBC
1225
E.S. Barr & Co
Kentucky
$336K -$7.39K -148 -2%
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49
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