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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1251
PDS Planning
Ohio
$317K +$7.26K +172 +2%
MIM
1252
Moseley Investment Management
Florida
$317K -$5.23K -124 -2%
CA
1253
Continuum Advisory
Idaho
$317K -$161K -3,827 -33%
CIA
1254
Choate Investment Advisors
Massachusetts
$316K -$30.8K -731 -9%
RCAG
1255
Rehmann Capital Advisory Group
Michigan
$314K -$7.93K -188 -3%
PHS
1256
Pekin Hardy Strauss
Illinois
$312K – – –
PFSC
1257
Peoples Financial Services Corp
Pennsylvania
$311K -$46.9K -1,112 -14%
PAM
1258
Peak Asset Management
Colorado
$311K – – –
AA
1259
Advisory Alpha
Michigan
$311K +$71.4K +1,693 +32%
TCA
1260
Trifecta Capital Advisors
Illinois
$311K -$15.2K -360 -5%
CAG
1261
Crestwood Advisors Group
Massachusetts
$307K +$8.48K +201 +3%
CBT
1262
Central Bank & Trust
Kentucky
$306K – – –
NCTC
1263
New Covenant Trust Company
Indiana
$306K +$289K +6,846 New
AWM
1264
Ameliora Wealth Management
Switzerland
$306K +$103K +2,440 +55%
GIA
1265
Gladstone Institutional Advisory
Florida
$305K -$79.4K -1,882 -22%
FIB
1266
First Interstate Bank
Montana
$305K -$9.45K -224 -3%
LC
1267
Lindbrook Capital
California
$305K +$10.1K +240 +4%
RIA
1268
Realta Investment Advisors
Delaware
$304K -$1.1K -26 -0.4%
CCB
1269
Country Club Bank
Missouri
$304K -$2.4K -57 -0.8%
PAI
1270
Pittenger & Anderson Inc
Nebraska
$303K -$422K -10,000 -60%
TCB
1271
Texas Capital Bancshares
Texas
$303K +$13.6K +322 +5%
PI
1272
PGGM Investments
Netherlands
$301K +$284K +6,741 New
FFA
1273
Farther Finance Advisors
California
$300K +$57.1K +1,354 +25%
JFA
1274
JNBA Financial Advisors
Minnesota
$299K – – –
BFG
1275
Beacon Financial Group
Texas
$297K -$27.7K -656 -9%
49 50
51
52 53