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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1201
RDA Financial Network
Iowa
$506K -$17.9K -363 -4%
TT
1202
TI-Trust
Illinois
$506K +$3.15K +64 +0.7%
SFWC
1203
Strategic Family Wealth Counselors
New Jersey
$505K +$165K +3,354 +56%
CCWM
1204
Cassaday & Co Wealth Management
Virginia
$504K – – –
VWM
1205
Venturi Wealth Management
Texas
$503K +$4.87K +99 +1%
CCA
1206
Checchi Capital Advisers
California
$503K -$2.16K -44 -0.5%
DSC
1207
Duncker Streett & Co
Missouri
$503K – – –
PFA
1208
Pure Financial Advisors
California
$502K +$45.5K +924 +11%
EI
1209
Ellevest Inc
New York
$502K +$113K +2,306 +32%
JSW
1210
Journey Strategic Wealth
New Jersey
$502K +$91.1K +1,853 +25%
RFP
1211
Root Financial Partners
California
$500K +$4.33K +88 +0.9%
SCM
1212
Shelton Capital Management
Colorado
$499K – – –
AF
1213
Advisornet Financial
Minnesota
$498K -$3.15K -64 -0.7%
CC
1214
Chicago Capital
Illinois
$496K -$443 -9 -0.1%
CTWM
1215
Cherry Tree Wealth Management
Minnesota
$494K -$78.7K -1,599 -15%
FRA
1216
Frank Rimerman Advisors
California
$491K +$836 +17 +0.2%
EHAM
1217
Eagle Harbor Asset Management
Washington
$491K +$20.7K +421 +5%
WAG
1218
Wallace Advisory Group
California
$489K -$171K -3,481 -28%
SHFA
1219
SS&H Financial Advisors
Michigan
$489K – – –
RBC
1220
Romano Brothers & Co
Illinois
$489K +$10.4K +211 +2%
IC
1221
Inscription Capital
Texas
$488K +$1.28K +26 +0.3%
BAM
1222
Belpointe Asset Management
Nevada
$488K +$21.1K +428 +5%
WFI
1223
West Family Investments
California
$486K – – –
PP
1224
PDS Planning
Ohio
$485K +$6.39K +130 +1%
SC
1225
Sapient Capital
Indiana
$483K +$433K +8,802 New
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