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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1301
Close Asset Management
United Kingdom
$236K +$93.6K +1,816 +67%
TAM
1302
Trillium Asset Management
Massachusetts
$236K +$232K +4,499 New
AUB
1303
Atlantic Union Bankshares
Virginia
$236K +$232K +4,500 New
MOS
1304
MGO One Seven
Ohio
$233K -$14K -272 -6%
SWA
1305
Sutton Wealth Advisors
Florida
$231K +$3.25K +63 +1%
FA
1306
FMA Advisory
Pennsylvania
$230K +$618 +12 +0.3%
CCM
1307
Cribstone Capital Management
Maine
$229K -$14.8K -287 -6%
PWW
1308
Pettyjohn Wood & White
Virginia
$229K +$9.28K +180 +4%
MHIC
1309
Marble Harbor Investment Counsel
Massachusetts
$228K – – –
GLI
1310
Guardian Life Insurance
New York
$228K +$979 +19 +0.4%
MBT
1311
Montecito Bank & Trust
California
$227K -$10.3K -200 -4%
LSAG
1312
Lake Street Advisors Group
New Hampshire
$226K -$67.7K -1,313 -23%
GRQ
1313
Gardner Russo & Quinn
Pennsylvania
$226K – – –
SFSIG
1314
San Francisco Sentry Investment Group
California
$226K +$49.7K +965 +29%
B
1315
Bailard
California
$225K -$46.8K -909 -17%
RPGK
1316
Retirement Planning Group (Kansas)
Kansas
$224K – – –
GLA
1317
Good Life Advisors
Pennsylvania
$223K -$5.98K -116 -3%
ACM
1318
AUA Capital Management
Pennsylvania
$223K – – –
FAT
1319
First American Trust
California
$223K – – –
GC
1320
Garde Capital
Washington
$223K – – –
AAM
1321
Autus Asset Management
Arizona
$223K +$219K +4,255 New
GAM
1322
Gould Asset Management
California
$223K +$219K +4,255 New
AC
1323
Alley Company
Illinois
$222K +$218K +4,228 New
BWP
1324
BSW Wealth Partners
Colorado
$222K +$218K +4,233 New
EB
1325
Eastern Bank
Massachusetts
$220K +$216K +4,189 New
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