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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1226
Boston Family Office
Massachusetts
$306K – – –
CIC
1227
Chase Investment Counsel
Virginia
$306K +$463 +10 +0.1%
RP
1228
Riverbridge Partners
Minnesota
$305K – – –
CG
1229
Corundum Group
Colorado
$304K +$36.9K +797 +12%
CA
1230
Continuum Advisory
Idaho
$303K -$1.9K -41 -0.5%
DWM
1231
Doyle Wealth Management
Florida
$303K +$509 +11 +0.1%
AFG
1232
Allegheny Financial Group
Pennsylvania
$302K +$46 +1 +0%
EP
1233
EPIQ Partners
Minnesota
$302K +$54.2K +1,172 +19%
DMBA
1234
Deseret Mutual Benefit Administrators
Utah
$301K -$60.4K -1,306 -15%
FCA
1235
FLC Capital Advisors
California
$301K +$57K +1,232 +20%
MWM
1236
Mission Wealth Management
California
$300K -$61.1K -1,320 -15%
EFG
1237
Everhart Financial Group
Ohio
$299K -$26.7K -577 -7%
MLFP
1238
MPS Loria Financial Planners
Illinois
$298K -$1.11K -24 -0.3%
LIA
1239
LBMC Investment Advisors
Tennessee
$297K +$1.06K +23 +0.3%
FNA
1240
First National Advisers
Nebraska
$297K +$64.1K +1,386 +23%
PCMF
1241
Private Capital Management (Florida)
Florida
$297K +$341K +7,370 New
FAM
1242
Fenimore Asset Management
New York
$296K – – –
KWM
1243
Kolinsky Wealth Management
New Jersey
$294K -$3.24K -70 -1%
ESBC
1244
E.S. Barr & Co
Kentucky
$294K – – –
AWM
1245
Aevitas Wealth Management
Massachusetts
$294K +$925 +20 +0.3%
RIM
1246
Regent Investment Management
Kentucky
$294K +$20.8K +450 +7%
ACM
1247
Argent Capital Management
Missouri
$293K – – –
CIA
1248
Choate Investment Advisors
Massachusetts
$293K – – –
DWM
1249
Drive Wealth Management
Utah
$293K +$25K +540 +8%
AWM
1250
Accurate Wealth Management
Florida
$293K +$102K +2,202 +47%
48 49
50
51 52