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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1226
SVB Wealth
Massachusetts
$367K +$378K +7,677 New
SFG
1227
SevenBridge Financial Group
Pennsylvania
$366K – – –
FTUS
1228
Flow Traders U.S.
New York
$366K +$376K +7,643 New
NP
1229
Nilsine Partners
Colorado
$365K -$25.9K -527 -6%
CCB
1230
Country Club Bank
Missouri
$364K – – –
SMH
1231
Sanders Morris Harris
Texas
$362K – – –
WA
1232
Whipplewood Advisors
Colorado
$362K +$372K +7,559 New
SPC
1233
Sigma Planning Corp
Michigan
$360K -$40.6K -825 -10%
FPWM
1234
FSB Premier Wealth Management
Iowa
$360K -$2.66K -54 -0.7%
FWM
1235
FFT Wealth Management
Pennsylvania
$359K +$1.08K +22 +0.3%
CA
1236
Continuum Advisory
Idaho
$358K +$1.33K +27 +0.4%
FA
1237
FDx Advisors
Illinois
$358K -$18.2K -369 -5%
CFP
1238
Catalyst Financial Partners
Massachusetts
$358K +$14.2K +288 +4%
AW
1239
Alteri Wealth
California
$358K +$368K +7,479 New
NW
1240
NewEdge Wealth
Pennsylvania
$357K -$373K -7,580 -50%
LI
1241
LRI Investments
Florida
$357K -$28.2K -574 -7%
EHAM
1242
Eagle Harbor Asset Management
Washington
$356K – – –
HPBT
1243
Hickory Point Bank & Trust
Illinois
$356K +$366K +7,440 New
BWP
1244
BSW Wealth Partners
Colorado
$354K +$19.3K +393 +6%
GPW
1245
Genesis Private Wealth
Virginia
$353K +$363K +7,386 New
VF
1246
Vest Financial
Virginia
$352K +$51.1K +1,039 +16%
DAM
1247
Delta Asset Management
Tennessee
$352K +$9.89K +201 +3%
PP
1248
PDS Planning
Ohio
$351K +$4.08K +83 +1%
FAM
1249
Fenimore Asset Management
New York
$351K – – –
EWA
1250
EverSource Wealth Advisors
Alabama
$350K +$151K +3,060 +72%
48 49
50
51 52