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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1251
Rise Advisors
New York
$333K -$58.5K -1,267 -14%
CIA
1252
Capital Investment Advisors
Georgia
$332K +$33.3K +722 +10%
MLL
1253
Moody Lynn & Lieberson
Massachusetts
$332K – – –
VWM
1254
Venturi Wealth Management
Texas
$332K -$2.63K -57 -0.7%
DW
1255
Dodds Wealth
Colorado
$330K – – –
A
1256
AlphaQuest
New York
$329K -$299K -6,491 -45%
HT
1257
Headlands Technologies
Illinois
$328K +$358K +7,770 New
DAS
1258
Dynamic Advisor Solutions
Arizona
$327K +$358K +7,755 New
PAG
1259
Paladin Advisory Group
Iowa
$327K – – –
AA
1260
Advisory Alpha
Michigan
$326K +$35.5K +769 +11%
FBC
1261
Fairfield, Bush & Co
Connecticut
$326K -$9.23K -200 -3%
XC
1262
XY Capital
Hong Kong
$325K -$28.3K -614 -7%
CP
1263
Creekside Partners
California
$325K – – –
FPWM
1264
FSB Premier Wealth Management
Iowa
$323K +$5.44K +118 +2%
AA
1265
Alta Advisers
United Kingdom
$323K +$120K +2,600 +52%
WA
1266
Whipplewood Advisors
Colorado
$320K -$11.3K -245 -3%
4WM
1267
44 Wealth Management
Oregon
$320K +$16.1K +349 +5%
MFWP
1268
Mosaic Family Wealth Partners
Missouri
$319K -$6.41K -139 -2%
QWP
1269
Quotient Wealth Partners
Texas
$319K -$10.2K -220 -3%
MIS
1270
Morningstar Investment Services
Illinois
$318K -$279K -6,037 -44%
PFA
1271
Pure Financial Advisors
California
$318K +$24.9K +540 +8%
LIA
1272
Lynx Investment Advisory
District of Columbia
$318K -$127K -2,743 -27%
AFG
1273
Allegheny Financial Group
Pennsylvania
$317K -$10.2K -220 -3%
SMH
1274
Sanders Morris Harris
Texas
$316K – – –
GMFG
1275
Greater Midwest Financial Group
Minnesota
$316K -$15.8K -342 -4%
49 50
51
52 53