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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1201
Romano Brothers & Co
Illinois
$476K – – –
BAM
1202
Belpointe Asset Management
Nevada
$475K +$165 +3 +0%
FFG
1203
Fiduciary Financial Group
California
$475K -$25.6K -466 -5%
IC
1204
Inscription Capital
Texas
$475K -$989 -18 -0.2%
DOA
1205
D'Orazio & Associates
Virginia
$472K +$33.7K +613 +7%
ML
1206
McAdam LLC
Pennsylvania
$469K -$37.2K -677 -7%
PIM
1207
Penobscot Investment Management
Massachusetts
$467K -$157K -2,850 -24%
HWM
1208
HRC Wealth Management
Idaho
$466K +$3.24K +59 +0.7%
WAG
1209
Wallace Advisory Group
California
$464K -$13.6K -248 -3%
VCM
1210
Virtue Capital Management
Tennessee
$463K +$67.8K +1,234 +16%
KWA
1211
Kellett Wealth Advisors
Ohio
$462K +$28.4K +517 +6%
BFG
1212
Berger Financial Group
Minnesota
$461K -$275 -5 -0.1%
RWP
1213
RWA Wealth Partners
Massachusetts
$460K +$4.01K +73 +0.8%
HBT
1214
Heartland Bank & Trust
Illinois
$459K +$485K +8,824 New
SA
1215
Sovran Advisors
California
$458K +$78K +1,420 +21%
GC
1216
Guidance Capital
Kentucky
$456K +$451K +8,202 New
CTWM
1217
Cherry Tree Wealth Management
Minnesota
$456K -$27.5K -500 -5%
NWAG
1218
Net Worth Advisory Group
Utah
$456K +$114K +2,078 +31%
AG
1219
AmeriFlex Group
Nevada
$455K – – –
HI
1220
Hendershot Investments
Virginia
$453K – – –
CC
1221
Cultivar Capital
Texas
$453K – – –
IPWA
1222
International Private Wealth Advisors
California
$452K +$55.8K +1,015 +13%
PAM
1223
Peak Asset Management
Colorado
$452K – – –
CFA
1224
Collaborative Fund Advisors
Nevada
$452K +$477K +8,686 New
CBA
1225
Coastal Bridge Advisors
Connecticut
$451K +$26.4K +481 +6%
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