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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1301
FinTrust Capital Advisors
South Carolina
$259K -$79.8K -1,725 -22%
CPA
1302
Capital Performance Advisors
California
$259K -$7.17K -155 -2%
WW
1303
Westshore Wealth
California
$258K -$27.8K -600 -9%
PT
1304
Plimoth Trust
Massachusetts
$257K -$31K -669 -9%
FSCM
1305
Front Street Capital Management
Montana
$256K -$17.8K -385 -6%
FW
1306
FirstPurpose Wealth
Utah
$256K +$27.3K +591 +10%
WDA
1307
Wendell David Associates
New Hampshire
$255K +$9.26K +200 +3%
BWP
1308
BSW Wealth Partners
Colorado
$252K -$214K -4,631 -43%
TCMP
1309
Thrive Capital Management (Pennsylvania)
Pennsylvania
$252K +$289K +6,238 New
BAM
1310
Belpointe Asset Management
Nevada
$251K -$38.7K -837 -12%
PAA
1311
Peregrine Asset Advisers
Oregon
$250K -$115K -2,492 -29%
PJSIMP
1312
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K – – –
PCA
1313
Personal Capital Advisors
California
$247K +$46.5K +1,004 +20%
EHAM
1314
Eagle Harbor Asset Management
Washington
$246K +$34.5K +745 +14%
NP
1315
NorthRock Partners
Minnesota
$245K -$140K -3,030 -33%
SBL
1316
Sargent Bickham Lagudis
Colorado
$245K +$4.72K +102 +2%
DT
1317
Diversified Trust
Tennessee
$244K -$47.6K -1,029 -15%
GFS
1318
GYL Financial Synergies
Connecticut
$244K – – –
XT
1319
XTX Topco
Cayman Islands
$242K +$278K +6,008 New
ITIM
1320
Indiana Trust & Investment Management
Indiana
$241K -$37.3K -805 -12%
BA
1321
Ballast Advisors
Minnesota
$241K -$555 -12 -0.2%
AWM
1322
Aberdeen Wealth Management
Illinois
$241K +$278 +6 +0.1%
FWM
1323
FSA Wealth Management
Massachusetts
$241K +$276K +5,969 New
KWA
1324
Kellett Wealth Advisors
Ohio
$240K -$24K -519 -8%
BCM
1325
Brookstone Capital Management
Illinois
$240K -$4.21K -91 -1%
51 52
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