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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1226
Hendershot Investments
Virginia
$526K – – –
DWM
1227
Drive Wealth Management
Utah
$526K +$127K +2,267 +36%
TCBWMS
1228
Texas Capital Bank Wealth Management Services
Texas
$526K -$49.6K -886 -9%
PAM
1229
Peak Asset Management
Colorado
$525K – – –
LS
1230
Livforsakringsbolaget Skandia
Sweden
$520K – – –
SS
1231
SBI Securities
Japan
$518K -$311K -5,559 -39%
HHWM
1232
Hiley Hunt Wealth Management
Nebraska
$517K – – –
CIA
1233
Caerus Investment Advisors
Texas
$514K -$1.74K -31 -0.4%
MAM
1234
MMA Asset Management
Pennsylvania
$513K +$20.6K +368 +5%
AMG
1235
Advisors Management Group
Wisconsin
$512K -$7.56K -135 -2%
PIM
1236
Penobscot Investment Management
Massachusetts
$512K -$28.7K -512 -6%
HBT
1237
Heartland Bank & Trust
Illinois
$511K -$20.2K -361 -4%
ALAM
1238
Asahi Life Asset Management
Japan
$511K – – –
MIM
1239
Marco Investment Management
Georgia
$509K – – –
PWM
1240
Paulson Wealth Management
Illinois
$507K +$12.8K +229 +3%
NRI
1241
NFP Retirement Inc
California
$506K +$2.86K +51 +0.6%
GC
1242
Guidance Capital
Kentucky
$505K -$17.9K -320 -4%
BW
1243
Bravera Wealth
North Dakota
$502K +$3.87K +69 +0.8%
OCM
1244
One Capital Management
California
$502K – – –
SCTC
1245
Sanibel Captiva Trust Company
Florida
$501K +$2.86K +51 +0.6%
BFIM
1246
Beese Fulmer Investment Management
Ohio
$500K -$145K -2,595 -24%
BMWM
1247
Brown Miller Wealth Management
Virginia
$500K -$1.01K -18 -0.2%
BFA
1248
Brown Financial Advisors
Ohio
$499K -$3.42K -61 -0.7%
AIM
1249
Aigen Investment Management
New York
$497K +$461K +8,236 New
ESBC
1250
E.S. Barr & Co
Kentucky
$496K – – –
48 49
50
51 52