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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1251
Sompo Asset Management
Japan
$454K -$22.1K -450 -5%
DOA
1252
D'Orazio & Associates
Virginia
$451K +$107K +2,178 +35%
CFG
1253
Copley Financial Group
California
$450K -$27.2K -552 -6%
MIM
1254
Marco Investment Management
Georgia
$450K – – –
AC
1255
Avestar Capital
New York
$449K +$24.8K +505 +6%
VCM
1256
Vivaldi Capital Management
Illinois
$448K +$7.58K +154 +2%
KWA
1257
Kellett Wealth Advisors
Ohio
$447K +$935 +19 +0.2%
WFP
1258
Welch Financial Planning
Colorado
$446K +$411K +8,352 New
GPW
1259
Genesis Private Wealth
Virginia
$445K +$9.2K +187 +2%
BMWM
1260
Brown Miller Wealth Management
Virginia
$443K -$17.6K -357 -4%
CI
1261
Conning Inc
Connecticut
$443K -$57.7K -1,173 -12%
HFM
1262
Harvest Fund Management
China
$442K – – –
LAM
1263
L2 Asset Management
Massachusetts
$441K +$26.9K +546 +7%
SIA
1264
Soltis Investment Advisors
Utah
$441K +$140K +2,851 +53%
ESBC
1265
E.S. Barr & Co
Kentucky
$439K – – –
CBA
1266
Coastal Bridge Advisors
Connecticut
$437K +$11.8K +240 +3%
VT
1267
Volterra Technologies
New York
$437K +$403K +8,189 New
HC
1268
Hoese & Co
Minnesota
$436K +$49.2K +1,000 +14%
SP
1269
SWS Partners
Ohio
$435K – – –
CPIA
1270
Cornell Pochily Investment Advisors
New York
$434K -$6.3K -128 -2%
KCP
1271
Kera Capital Partners
California
$432K +$379K +7,697 New
HPC
1272
HM Payson & Co
Maine
$430K -$9.84K -200 -2%
HFAS
1273
Hummer Financial Advisory Services
Illinois
$429K -$12.4K -253 -3%
NS
1274
Northland Securities
Minnesota
$428K +$395K +8,025 New
LIA
1275
LBMC Investment Advisors
Tennessee
$427K – – –
49 50
51
52 53