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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1276
Sanders Morris Harris
Texas
$338K – – –
CWP
1277
Concord Wealth Partners
Virginia
$338K -$109K -2,548 -25%
EP
1278
EPIQ Partners
Minnesota
$337K +$10.4K +244 +3%
MSWM
1279
McGlone Suttner Wealth Management
Wisconsin
$336K +$330K +7,706 New
PHS
1280
Pekin Hardy Strauss
Illinois
$336K -$15.3K -358 -4%
FMB
1281
Field & Main Bank
Kentucky
$335K -$7.49K -175 -2%
BHPW
1282
Beverly Hills Private Wealth
California
$334K +$328K +7,665 New
AWM
1283
Aevitas Wealth Management
Massachusetts
$334K +$15.5K +363 +5%
CAM
1284
Concorde Asset Management
Michigan
$332K -$71.9K -1,681 -18%
MM
1285
MQS Management
New York
$331K -$69.1K -1,614 -18%
RP
1286
Riverbridge Partners
Minnesota
$329K – – –
FBFS
1287
First Business Financial Services
Wisconsin
$329K +$14.3K +334 +5%
WA
1288
Waverly Advisors
Alabama
$328K +$102K +2,384 +46%
LWCFA
1289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$328K -$120K -2,815 -27%
AFG
1290
Allegheny Financial Group
Pennsylvania
$327K +$171 +4 +0.1%
FFA
1291
First Foundation Advisors
California
$327K -$39.5K -924 -11%
CAL
1292
Capital Analysts LLC
Pennsylvania
$326K -$42.7K -997 -12%
HR
1293
Hardy Reed
Mississippi
$326K -$6.8K -159 -2%
BBNB
1294
Baker Boyer National Bank
Washington
$325K -$17.6K -411 -5%
PG
1295
Pendal Group
Australia
$325K +$319K +7,447 New
MCCP
1296
Mission Creek Capital Partners
California
$323K +$9.33K +218 +3%
LIA
1297
LBMC Investment Advisors
Tennessee
$323K +$1.16K +27 +0.4%
MIP
1298
Marietta Investment Partners
Wisconsin
$322K -$47.1K -1,100 -13%
SFS
1299
Strategic Financial Services
New York
$321K -$1.3M -30,331 -80%
GIA
1300
Gateway Investment Advisers
Ohio
$321K +$6.21K +145 +2%
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