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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1201
Burt Wealth Advisors
Maryland
$321K – – –
MRCM
1202
M&R Capital Management
New Jersey
$320K -$19.6K -481 -6%
SCM
1203
Sebold Capital Management
Illinois
$318K -$49.1K -1,203 -13%
WA
1204
Waverly Advisors
Alabama
$318K +$20.4K +501 +7%
KIG
1205
Kessler Investment Group
Indiana
$318K – – –
LWANC
1206
Laurel Wealth Advisors (North Carolina)
North Carolina
$318K -$16.6K -407 -5%
PL
1207
Perpetual Ltd
Australia
$317K -$8.56K -210 -3%
MAWA
1208
Moss Adams Wealth Advisors
Washington
$316K +$17.6K +431 +6%
BHPW
1209
Beverly Hills Private Wealth
California
$315K -$26.9K -659 -8%
LW
1210
Linscomb Wealth
Texas
$314K -$38.9K -953 -11%
LIA
1211
LBMC Investment Advisors
Tennessee
$312K +$1.18K +29 +0.4%
TC
1212
Trilogy Capital
California
$312K +$10.8K +266 +4%
DW
1213
Dodds Wealth
Colorado
$312K – – –
MLL
1214
Moody Lynn & Lieberson
Massachusetts
$310K -$12K -294 -4%
SFB
1215
STAR Financial Bank
Indiana
$309K +$10.2K +250 +3%
PFGIA
1216
Patriot Financial Group Insurance Agency
Massachusetts
$308K +$129K +3,160 +69%
CWP
1217
Core Wealth Partners
California
$308K +$316K +7,750 New
NP
1218
Nilsine Partners
Colorado
$307K +$15.5K +380 +5%
BWM
1219
Baron Wealth Management
Michigan
$307K +$69.7K +1,710 +28%
BCV
1220
Banque Cantonale Vaudoise
Switzerland
$306K +$67.8K +1,663 +28%
CWM
1221
Concentric Wealth Management
California
$306K -$57.7K -1,415 -16%
CP
1222
Creekside Partners
California
$306K +$314K +7,702 New
MWC
1223
MBM Wealth Consultants
Missouri
$305K +$4.16K +102 +1%
AFG
1224
Allegheny Financial Group
Pennsylvania
$305K +$1.06K +26 +0.3%
CAM
1225
Concorde Asset Management
Michigan
$304K -$115K -2,817 -27%
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