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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
1251
Beverly Hills Private Wealth
California
$313K -$47.1K -1,074 -14%
AWM
1252
Ameliora Wealth Management
Switzerland
$313K – – –
SIA
1253
Soltis Investment Advisors
Utah
$312K -$13.7K -312 -4%
PFSC
1254
Peoples Financial Services Corp
Pennsylvania
$309K -$4.47K -102 -1%
SGI
1255
Summit Global Investments
Utah
$309K -$58.4K -1,332 -16%
SIA
1256
Schechter Investment Advisors
Michigan
$309K +$39.4K +899 +15%
WA
1257
Waverly Advisors
Alabama
$309K -$55K -1,254 -16%
CWM
1258
Concentric Wealth Management
California
$309K -$41.9K -955 -12%
CAG
1259
Crestwood Advisors Group
Massachusetts
$306K -$526 -12 -0.2%
SFB
1260
STAR Financial Bank
Indiana
$306K -$47.4K -1,080 -14%
DWM
1261
Dynasty Wealth Management
Florida
$306K -$6.97K -159 -2%
JFA
1262
JNBA Financial Advisors
Minnesota
$306K – – –
DPW
1263
DiNuzzo Private Wealth
Pennsylvania
$305K +$275K +6,267 +1,532%
LC
1264
Lincoln Capital
Nebraska
$305K -$66.2K -1,510 -18%
PHS
1265
Pekin Hardy Strauss
Illinois
$305K – – –
AWM
1266
Aprio Wealth Management
Georgia
$303K +$290K +6,616 New
CRIG
1267
Charter Research & Investment Group
Connecticut
$302K – – –
HPM
1268
Hoxton Planning & Management
West Virginia
$302K +$14.6K +333 +5%
HS
1269
Horan Securities
United States
$302K +$395 +9 +0.1%
BCM
1270
Boltwood Capital Management
California
$301K -$17.5K -400 -6%
BWP
1271
Barlow Wealth Partners
Kentucky
$300K – – –
SSWM
1272
Sheets Smith Wealth Management
North Carolina
$299K -$84.7K -1,932 -23%
HR
1273
Hardy Reed
Mississippi
$298K -$14.2K -324 -5%
HL
1274
HeadInvest LLC
Maine
$297K – – –
LC
1275
Lindbrook Capital
California
$297K +$9.08K +207 +3%
49 50
51
52 53