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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1226
Lincoln Capital
Nebraska
$317K +$34.8K +751 +11%
CW
1227
CreativeOne Wealth
Kansas
$315K -$156K -3,370 -30%
BFG
1228
Berger Financial Group
Minnesota
$314K +$36.2K +782 +11%
HL
1229
HeadInvest LLC
Maine
$311K +$4.17K +90 +1%
RTC
1230
Riverview Trust Company
Washington
$311K +$105K +2,273 +42%
HR
1231
Hardy Reed
Mississippi
$308K -$6.15K -133 -2%
BFO
1232
Boston Family Office
Massachusetts
$306K – – –
CIC
1233
Chase Investment Counsel
Virginia
$306K +$463 +10 +0.1%
RP
1234
Riverbridge Partners
Minnesota
$305K – – –
CG
1235
Corundum Group
Colorado
$304K +$36.9K +797 +12%
CA
1236
Continuum Advisory
Idaho
$303K -$1.9K -41 -0.5%
DWM
1237
Doyle Wealth Management
Florida
$303K +$509 +11 +0.1%
AFG
1238
Allegheny Financial Group
Pennsylvania
$302K +$46 +1 +0%
EP
1239
EPIQ Partners
Minnesota
$302K +$54.2K +1,172 +19%
DMBA
1240
Deseret Mutual Benefit Administrators
Utah
$301K -$60.4K -1,306 -15%
FCA
1241
FLC Capital Advisors
California
$301K +$57K +1,232 +20%
MWM
1242
Mission Wealth Management
California
$300K -$61.1K -1,320 -15%
EFG
1243
Everhart Financial Group
Ohio
$299K -$26.7K -577 -7%
MLFP
1244
MPS Loria Financial Planners
Illinois
$298K -$1.11K -24 -0.3%
LIA
1245
LBMC Investment Advisors
Tennessee
$297K +$1.06K +23 +0.3%
FNA
1246
First National Advisers
Nebraska
$297K +$64.1K +1,386 +23%
PCMF
1247
Private Capital Management (Florida)
Florida
$297K +$341K +7,370 New
FAM
1248
Fenimore Asset Management
New York
$296K – – –
KWM
1249
Kolinsky Wealth Management
New Jersey
$294K -$3.24K -70 -1%
ESBC
1250
E.S. Barr & Co
Kentucky
$294K – – –
48 49
50
51 52