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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1201
Core Wealth Partners
California
$383K – – –
HFAS
1202
Hummer Financial Advisory Services
Illinois
$383K -$14.8K -300 -4%
PL
1203
Perpetual Ltd
Australia
$382K – – –
BWM
1204
Baron Wealth Management
Michigan
$382K -$8.21K -167 -2%
DW
1205
Dodds Wealth
Colorado
$380K – – –
PFGIA
1206
Patriot Financial Group Insurance Agency
Massachusetts
$380K +$7.77K +158 +2%
AWA
1207
Aaron Wealth Advisors
Illinois
$379K +$16.5K +335 +4%
LIA
1208
LBMC Investment Advisors
Tennessee
$379K +$1.33K +27 +0.3%
SIC
1209
Sterling Investment Counsel
New York
$379K – – –
FBC
1210
Fairfield, Bush & Co
Connecticut
$379K -$19.7K -400 -5%
VWM
1211
Venturi Wealth Management
Texas
$378K +$294K +5,983 +310%
AP
1212
Adero Partners
California
$377K +$388K +7,881 New
CIA
1213
Choate Investment Advisors
Massachusetts
$377K +$42.1K +856 +12%
MLL
1214
Moody Lynn & Lieberson
Massachusetts
$376K – – –
GMFG
1215
Greater Midwest Financial Group
Minnesota
$374K -$13.3K -270 -3%
SI
1216
Severin Investments
Missouri
$373K +$384K +7,807 New
BAM
1217
Belpointe Asset Management
Nevada
$373K +$2.41K +49 +0.6%
BWA
1218
Bestgate Wealth Advisors
Maryland
$372K +$383K +7,778 New
QWP
1219
Quotient Wealth Partners
Texas
$372K +$36.5K +741 +11%
PAG
1220
Paladin Advisory Group
Iowa
$370K – – –
AFG
1221
Allegheny Financial Group
Pennsylvania
$370K +$4.23K +86 +1%
SA
1222
Sovran Advisors
California
$369K +$370K +7,529 New
CP
1223
Creekside Partners
California
$368K – – –
MFWP
1224
Mosaic Family Wealth Partners
Missouri
$368K -$9.2K -187 -2%
OPA
1225
Old Port Advisors
Maine
$368K -$30.9K -628 -8%
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