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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1301
Northwest Capital Management
Oregon
$215K +$474 +13 +0.2%
WP
1302
Waycross Partners
Kentucky
$215K -$5.57M -152,952 -96%
SPC
1303
Stewart & Patten Company
California
$214K -$68.7K -1,885 -23%
BB
1304
Bell Bank
North Dakota
$214K +$656 +18 +0.3%
BA
1305
Bluesphere Advisors
Pennsylvania
$213K +$234K +6,435 New
CPA
1306
Capital Performance Advisors
California
$213K – – –
CSPAM
1307
Cary Street Partners Asset Management
Virginia
$212K -$2.73K -75 -1%
GIA
1308
Gateway Investment Advisers
Ohio
$212K +$9.25K +254 +4%
OFS
1309
OneAscent Financial Services
Alabama
$211K +$233K +6,393 New
BFO
1310
Boston Family Office
Massachusetts
$209K +$4.7K +129 +2%
HAIM
1311
Hunter Associates Investment Management
Pennsylvania
$209K +$229K +6,292 New
EP
1312
EPIQ Partners
Minnesota
$209K – – –
GFA
1313
Gallagher Fiduciary Advisors
Illinois
$207K -$18.7K -512 -8%
BFM
1314
Boothbay Fund Management
New York
$206K +$228K +6,245 New
WA
1315
Waverly Advisors
Alabama
$206K +$510 +14 +0.2%
MLFP
1316
MPS Loria Financial Planners
Illinois
$206K -$37.8K -1,038 -14%
CA
1317
Cambridge Advisors
Nebraska
$206K -$2K -55 -0.9%
MIP
1318
Marietta Investment Partners
Wisconsin
$204K – – –
ACI
1319
Alpha Cubed Investments
California
$203K -$7.65K -210 -3%
RTC
1320
Riverview Trust Company
Washington
$202K – – –
GW
1321
GW & Wade
Massachusetts
$202K -$19.1K -525 -8%
JSL
1322
JT Stratford LLC
Georgia
$202K +$222K +6,103 New
AI
1323
Arrien Investments
Idaho
$201K – – –
MFC
1324
Mechanics Financial Corp
Ohio
$201K – – –
HWAM
1325
Hennion & Walsh Asset Management
New Jersey
$201K -$144K -3,963 -39%
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