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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1251
First Personal Financial Services
North Carolina
$150K – – –
MA
1252
MCF Advisors
Kentucky
$147K -$141K -3,960 -50%
AW
1253
Alpha Windward
Massachusetts
$147K -$72.9K -2,046 -34%
APW
1254
Acima Private Wealth
Virginia
$147K – – –
TI
1255
Truehand Inc
New Hampshire
$147K – – –
KPCM
1256
Kings Point Capital Management
New York
$145K -$146K -4,086 -51%
BL
1257
Balentine LLC
Georgia
$145K -$16.1K -451 -10%
HCM
1258
Highlander Capital Management
New Jersey
$138K +$1.78K +50 +1%
CG
1259
Cutler Group
California
$137K -$260K -7,290 -66%
SBSB
1260
Sullivan, Bruyette, Speros & Blaney
Virginia
$137K +$20.6K +579 +18%
ATC
1261
Adirondack Trust Company
New York
$136K – – –
SWA
1262
Sutton Wealth Advisors
Florida
$133K -$7.88K -221 -6%
NICM
1263
Neo Ivy Capital Management
New York
$131K +$127K +3,555 New
TFS
1264
TrustCore Financial Services
Tennessee
$126K – – –
HI
1265
Hudock Inc
Pennsylvania
$126K +$1.28K +36 +1%
HPC
1266
HM Payson & Co
Maine
$124K -$46.3K -1,300 -28%
TC
1267
Trust Company
Kansas
$123K -$16.8K -471 -12%
WB
1268
West Bancorporation
Iowa
$123K – – –
C
1269
Cerebellum
California
$123K +$81.9K +2,298 New
OC
1270
Oakworth Capital
Alabama
$121K – – –
EI
1271
Ellevest Inc
New York
$120K +$32.5K +913 +39%
CCMW
1272
Cypress Capital Management (Wyoming)
Wyoming
$114K – – –
LWM
1273
Liberty Wealth Management
California
$113K -$1.78K -50 -2%
BC
1274
Barnett & Company
Tennessee
$111K -$2.03K -57 -2%
PMFA
1275
Plante Moran Financial Advisors
Michigan
$110K -$14.2K -398 -12%
49 50
51
52 53