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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
DS
1226
DRW Securities
Illinois
$412K +$402K +6,947 New
SWM
1227
Sculati Wealth Management
Michigan
$410K +$399K +6,908 New
BOPW
1228
Brandywine Oak Private Wealth
Pennsylvania
$409K – – –
W
1229
Wealthquest
Ohio
$409K – – –
SFA
1230
Sequoia Financial Advisors
Ohio
$409K +$19.5K +338 +5%
NIM
1231
NuWave Investment Management
New Jersey
$408K -$298K -5,160 -43%
BHWM
1232
Bar Harbor Wealth Management
New Hampshire
$407K -$33.1K -572 -8%
MBT
1233
Montecito Bank & Trust
California
$407K +$119K +2,065 +43%
PAM
1234
Peak Asset Management
Colorado
$403K – – –
DJSG
1235
D.J. St. Germain
Massachusetts
$401K +$123K +2,120 +46%
SBWM
1236
Sunflower Bank Wealth Management
Arizona
$400K -$58 -1 -0%
CONA
1237
Capital One National Association
New York
$400K +$390K +6,740 New
EP
1238
EPIQ Partners
Minnesota
$400K +$390K +6,749 New
VA
1239
Valmark Advisers
Ohio
$397K -$61.2K -1,058 -14%
RWA
1240
Redhawk Wealth Advisors
Minnesota
$397K – – –
IB
1241
Intrust Bank
Kansas
$397K +$5.09K +88 +1%
AWM
1242
Aberdeen Wealth Management
Illinois
$396K +$386K +6,679 New
C
1243
Certuity
Florida
$395K +$385K +6,655 New
TWA
1244
TCI Wealth Advisors
Arizona
$394K +$4.63K +80 +1%
CRIG
1245
Charter Research & Investment Group
Connecticut
$392K – – –
LOAMS
1246
Lombard Odier Asset Management (Switzerland)
Switzerland
$392K +$78.4K +1,356 +26%
IWM
1247
IHT Wealth Management
Illinois
$389K -$63.3K -1,095 -14%
PP
1248
PagnatoKarp Partners
Virginia
$388K -$2.83K -49 -0.7%
IP
1249
Investment Partners
Ohio
$388K +$463 +8 +0.1%
WI
1250
Wintrust Investments
Illinois
$387K -$7.23K -125 -2%
48 49
50
51 52