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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1301
BigSur Wealth Management
Florida
$240K – – –
GVAG
1302
Great Valley Advisor Group
Delaware
$240K +$236K +4,587 New
LB
1303
Legacy Bridge
Iowa
$239K – – –
MG
1304
MilWealth Group
Wisconsin
$236K – – –
SWK
1305
Stephen W. Kidder
$236K -$10.3K -200 -4%
AAM
1306
Aureus Asset Management
Massachusetts
$236K – – –
NWP
1307
Northstar Wealth Partners
Connecticut
$236K – – –
CAM
1308
Close Asset Management
United Kingdom
$236K +$93.6K +1,816 +67%
TAM
1309
Trillium Asset Management
Massachusetts
$236K +$232K +4,499 New
AUB
1310
Atlantic Union Bankshares
Virginia
$236K +$232K +4,500 New
MOS
1311
MGO One Seven
Ohio
$233K -$14K -272 -6%
SWA
1312
Sutton Wealth Advisors
Florida
$231K +$3.25K +63 +1%
FA
1313
FMA Advisory
Pennsylvania
$230K +$618 +12 +0.3%
CCM
1314
Cribstone Capital Management
Maine
$229K -$14.8K -287 -6%
PWW
1315
Pettyjohn Wood & White
Virginia
$229K +$9.28K +180 +4%
MHIC
1316
Marble Harbor Investment Counsel
Massachusetts
$228K – – –
GLI
1317
Guardian Life Insurance
New York
$228K +$979 +19 +0.4%
MBT
1318
Montecito Bank & Trust
California
$227K -$10.3K -200 -4%
LSAG
1319
Lake Street Advisors Group
New Hampshire
$226K -$67.7K -1,313 -23%
GRQ
1320
Gardner Russo & Quinn
Pennsylvania
$226K – – –
SFSIG
1321
San Francisco Sentry Investment Group
California
$226K +$49.7K +965 +29%
B
1322
Bailard
California
$225K -$46.8K -909 -17%
RPGK
1323
Retirement Planning Group (Kansas)
Kansas
$224K – – –
GLA
1324
Good Life Advisors
Pennsylvania
$223K -$5.98K -116 -3%
ACM
1325
AUA Capital Management
Pennsylvania
$223K – – –
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