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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1226
Foundations Investment Advisors
Arizona
$316K +$322K +5,962 New
FFWA
1227
FRG Family Wealth Advisors
Washington
$315K -$54K -1,000 -15%
HI
1228
Hendershot Investments
Virginia
$315K – – –
HIM
1229
Hotaling Investment Management
Pennsylvania
$315K – – –
HPC
1230
HM Payson & Co
Maine
$315K +$811 +15 +0.3%
BFG
1231
Beacon Financial Group
Texas
$314K – – –
DFA
1232
Delta Financial Advisors
Louisiana
$314K +$757 +14 +0.2%
TC
1233
TAP Consulting
Missouri
$313K +$306K +5,653 New
PFM
1234
Parsec Financial Management
North Carolina
$312K – – –
NFC
1235
Northeast Financial Consultants
Connecticut
$311K – – –
UCI
1236
Uncommon Cents Investing
Wisconsin
$310K – – –
BAM
1237
Belpointe Asset Management
Nevada
$310K +$1.57K +29 +0.5%
SBSB
1238
Sullivan, Bruyette, Speros & Blaney
Virginia
$310K +$2.05K +38 +0.7%
FIM
1239
Fruth Investment Management
Texas
$309K – – –
PIM
1240
Progressive Investment Management
Oregon
$309K – – –
SFWA
1241
Summit Financial Wealth Advisors
Louisiana
$304K – – –
ODCM
1242
Old Dominion Capital Management
Virginia
$303K – – –
AC
1243
Alley Company
Illinois
$302K +$66.9K +1,238 +29%
FWP
1244
FAS Wealth Partners
Kansas
$302K +$70K +1,296 +31%
GEA
1245
Glen Eagle Advisors
New Jersey
$302K – – –
NIM
1246
Nicollet Investment Management
Minnesota
$301K +$294K +5,431 New
MSR
1247
Main Street Research
Connecticut
$300K -$38.2K -707 -12%
BAAM
1248
Baker Avenue Asset Management
California
$299K -$16.6K -307 -5%
MWM
1249
Merriman Wealth Management
Washington
$299K -$5.24K -97 -2%
GFS
1250
GYL Financial Synergies
Connecticut
$298K -$4.76K -88 -2%
48 49
50
51 52