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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1251
Crestwood Advisors Group
Massachusetts
$247K +$272K +7,476 New
CFP
1252
Catalyst Financial Partners
Massachusetts
$247K +$30.3K +833 +13%
ORAM
1253
One River Asset Management
Connecticut
$246K +$222K +6,091 +386%
EFG
1254
Everhart Financial Group
Ohio
$244K +$474 +13 +0.2%
SMH
1255
Sanders Morris Harris
Texas
$243K – – –
PP
1256
PDS Planning
Ohio
$243K +$43.2K +1,185 +19%
LCM
1257
Liberty Capital Management
Michigan
$243K – – –
NP
1258
Nilsine Partners
Colorado
$242K +$18.9K +520 +8%
OPCM
1259
Osborne Partners Capital Management
California
$241K – – –
KCM
1260
Kathmere Capital Management
Pennsylvania
$240K +$264K +7,259 New
LFA
1261
Laraway Financial Advisors
Minnesota
$239K -$9.98K -274 -4%
OWP
1262
Obermeyer Wealth Partners
Colorado
$238K +$262K +7,189 New
PHS
1263
Pekin Hardy Strauss
Illinois
$237K -$4.84K -133 -2%
CCB
1264
Country Club Bank
Missouri
$237K -$320K -8,772 -55%
SXL
1265
Summit X LLC
Missouri
$236K -$244K -6,694 -48%
HI
1266
Human Investing
Oregon
$236K – – –
CWM
1267
Cahaba Wealth Management
Georgia
$236K +$22.4K +615 +9%
WI
1268
Wedgewood Investors
Pennsylvania
$235K – – –
LIA
1269
LBMC Investment Advisors
Tennessee
$235K +$1.17K +32 +0.4%
BDFN
1270
Bond & Devick Financial Network
Minnesota
$234K -$5.32K -146 -2%
BCA
1271
Bay Colony Advisors
Massachusetts
$233K +$23.6K +647 +10%
RCAG
1272
Rehmann Capital Advisory Group
Michigan
$232K -$12.3K -337 -5%
YAM
1273
Yacktman Asset Management
Texas
$231K -$77.2K -2,118 -23%
BTI
1274
Blue Trust Inc
Georgia
$231K +$46.1K +1,265 +22%
BWM
1275
BNC Wealth Management
Oregon
$231K -$6.12K -168 -2%
49 50
51
52 53