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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
1251
First Interstate Bank
Montana
$314K +$23.5K +536 +8%
BHPW
1252
Beverly Hills Private Wealth
California
$313K -$47.1K -1,074 -14%
AWM
1253
Ameliora Wealth Management
Switzerland
$313K – – –
SIA
1254
Soltis Investment Advisors
Utah
$312K -$13.7K -312 -4%
PFSC
1255
Peoples Financial Services Corp
Pennsylvania
$309K -$4.47K -102 -1%
SGI
1256
Summit Global Investments
Utah
$309K -$58.4K -1,332 -16%
SIA
1257
Schechter Investment Advisors
Michigan
$309K +$39.4K +899 +15%
WA
1258
Waverly Advisors
Alabama
$309K -$55K -1,254 -16%
CWM
1259
Concentric Wealth Management
California
$309K -$41.9K -955 -12%
CAG
1260
Crestwood Advisors Group
Massachusetts
$306K -$526 -12 -0.2%
SFB
1261
STAR Financial Bank
Indiana
$306K -$47.4K -1,080 -14%
DWM
1262
Dynasty Wealth Management
Florida
$306K -$6.97K -159 -2%
JFA
1263
JNBA Financial Advisors
Minnesota
$306K – – –
DPW
1264
DiNuzzo Private Wealth
Pennsylvania
$305K +$275K +6,267 +1,532%
LC
1265
Lincoln Capital
Nebraska
$305K -$66.2K -1,510 -18%
PHS
1266
Pekin Hardy Strauss
Illinois
$305K – – –
AWM
1267
Aprio Wealth Management
Georgia
$303K +$290K +6,616 New
CRIG
1268
Charter Research & Investment Group
Connecticut
$302K – – –
HPM
1269
Hoxton Planning & Management
West Virginia
$302K +$14.6K +333 +5%
HS
1270
Horan Securities
United States
$302K +$395 +9 +0.1%
BCM
1271
Boltwood Capital Management
California
$301K -$17.5K -400 -6%
BWP
1272
Barlow Wealth Partners
Kentucky
$300K – – –
SSWM
1273
Sheets Smith Wealth Management
North Carolina
$299K -$84.7K -1,932 -23%
HR
1274
Hardy Reed
Mississippi
$298K -$14.2K -324 -5%
HL
1275
HeadInvest LLC
Maine
$297K – – –
49 50
51
52 53