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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1201
City State Bank
Iowa
$405K -$2.31K -54 -0.6%
PGIM
1202
Pacific Global Investment Management
California
$404K +$5.52K +129 +1%
LC
1203
Landaas & Company
Wisconsin
$401K +$389K +9,097 New
WAG
1204
Wallace Advisory Group
California
$400K +$393K +9,172 New
GFPC
1205
Global Financial Private Client
Florida
$399K +$370K +8,648 +1,696%
WFM
1206
Wolff Financial Management
Michigan
$399K +$214 +5 +0.1%
MYIA
1207
Mount Yale Investment Advisors
Colorado
$399K +$7.11K +166 +2%
MIM
1208
Marco Investment Management
Georgia
$398K – – –
EM
1209
Excalibur Management
Massachusetts
$397K -$14K -328 -3%
FW
1210
FirstPurpose Wealth
Utah
$394K +$115K +2,696 +43%
SWM
1211
Spire Wealth Management
Virginia
$394K +$32.7K +765 +9%
VF
1212
Vest Financial
Virginia
$393K +$385K +9,001 New
BEAM
1213
Baker Ellis Asset Management
Washington
$392K – – –
SIM
1214
Sentry Investment Management
Wisconsin
$392K +$15.6K +365 +4%
CST
1215
Charles Schwab Trust
Nevada
$391K – – –
BTI
1216
Blue Trust Inc
Georgia
$391K +$92.5K +2,161 +29%
AWM
1217
Aberdeen Wealth Management
Illinois
$389K +$126K +2,946 +49%
SW
1218
SlateStone Wealth
Florida
$389K -$54.8K -1,281 -13%
NWM
1219
Northwest Wealth Management
Iowa
$388K -$4.42M -103,317 -92%
NIC
1220
Northwest Investment Counselors
Oregon
$387K – – –
ACP
1221
Aveo Capital Partners
Colorado
$387K +$39.7K +928 +12%
CT
1222
Caldwell Trust
Florida
$387K -$33.6K -784 -8%
JE
1223
JMAC Enterprises
Pennsylvania
$387K -$247K -5,772 -39%
RB
1224
Renasant Bank
Mississippi
$386K +$71.6K +1,673 +23%
DAM
1225
Delta Asset Management
Tennessee
$386K +$4.58K +107 +1%
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49
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