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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1226
Kellett Wealth Advisors
Ohio
$351K +$738 +16 +0.2%
OFG
1227
Oxford Financial Group
Indiana
$346K -$10.2K -222 -3%
XT
1228
XTX Topco
Cayman Islands
$346K +$378K +8,203 New
AA
1229
Armis Advisers
Georgia
$346K +$396K +8,583 New
SHFA
1230
SS&H Financial Advisors
Michigan
$346K – – –
AWA
1231
Aaron Wealth Advisors
Illinois
$346K +$12.1K +262 +3%
FFG
1232
Fiduciary Financial Group
California
$346K -$2.72K -59 -0.6%
PP
1233
PDS Planning
Ohio
$345K +$39.1K +847 +12%
AWMM
1234
Aegis Wealth Management (Maryland)
Maryland
$345K -$1.85K -40 -0.5%
CA
1235
Continuum Advisory
Idaho
$345K +$31.2K +677 +9%
PFGIA
1236
Patriot Financial Group Insurance Agency
Massachusetts
$345K +$10.3K +224 +3%
CIA
1237
Choate Investment Advisors
Massachusetts
$344K +$12.9K +279 +4%
OC
1238
Oarsman Capital
Wisconsin
$343K -$10.3K -223 -3%
BWA
1239
Burt Wealth Advisors
Maryland
$341K – – –
IIA
1240
Integral Investment Advisors
California
$341K – – –
BWA
1241
Bestgate Wealth Advisors
Maryland
$339K +$11.7K +253 +3%
AFT
1242
Alpha Family Trust
California
$339K +$96.9K +2,100 +35%
KIG
1243
Kessler Investment Group
Indiana
$338K – – –
CWP
1244
Core Wealth Partners
California
$338K – – –
AP
1245
Adero Partners
California
$337K +$5.12K +111 +1%
ACS
1246
Archford Capital Strategies
Illinois
$337K +$37.7K +817 +11%
PFW
1247
Petros Family Wealth
Minnesota
$337K -$10.2K -221 -3%
PL
1248
Perpetual Ltd
Australia
$337K -$1.11K -24 -0.3%
LIA
1249
LBMC Investment Advisors
Tennessee
$336K +$1.15K +25 +0.3%
LWM
1250
Liberty Wealth Management
California
$333K -$28.7K -622 -7%
48 49
50
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