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US Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
GFS
1226
GYL Financial Synergies
Connecticut
$205K +$198K +5,555 New
CAS
1227
Cascadia Advisory Services
Oregon
$205K +$199K +5,574 New
PFM
1228
Parsec Financial Management
North Carolina
$204K -$49.8K -1,398 -20%
S
1229
SignatureFD
Georgia
$203K -$68.5K -1,921 -26%
Kovitz Investment Group Partners
1230
Kovitz Investment Group Partners
Illinois
$203K +$196K +5,495 New
SWA
1231
Stratos Wealth Advisors
Ohio
$203K +$196K +5,510 New
FIM
1232
Fruth Investment Management
Texas
$202K +$196K +5,500 New
IA
1233
IFP Advisors
Florida
$201K -$5.24K -147 -3%
SSB
1234
Sandy Spring Bank
Maryland
$200K -$2.49K -70 -1%
LB
1235
Legacy Bridge
Iowa
$182K +$22.9K +643 +15%
EDRH
1236
Edmond de Rothschild Holding
Switzerland
$182K +$105K +2,957 +149%
TFA
1237
Transamerica Financial Advisors
Florida
$182K +$176K +4,934 New
TCM
1238
Tradewinds Capital Management
Washington
$167K -$12.8K -360 -7%
MG
1239
MilWealth Group
Wisconsin
$166K – – –
HS
1240
Horan Securities
United States
$166K +$18.9K +531 +13%
BFIM
1241
Beese Fulmer Investment Management
Ohio
$165K +$160K +4,485 New
ST
1242
Smithfield Trust
Pennsylvania
$162K -$4.13K -116 -3%
RCG
1243
Rock Creek Group
District of Columbia
$162K +$157K +4,399 New
SC
1244
Steph & Co
Wisconsin
$159K +$16.1K +453 +12%
EP
1245
Eudaimonia Partners
Tennessee
$158K -$17.5K -490 -10%
CBT
1246
Central Bank & Trust
Kentucky
$158K -$891 -25 -0.6%
FANJ
1247
Financial Architects (New Jersey)
New Jersey
$157K -$285 -8 -0.2%
ACM
1248
AUA Capital Management
Pennsylvania
$157K – – –
ACA
1249
Atlas Capital Advisors
Wyoming
$155K +$150K +4,222 New
CDIA
1250
Capital Directions Investment Advisors
Georgia
$154K – – –