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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1301
Lincoln Capital
Nebraska
$317K -$2.46K -50 -0.7%
CRIG
1302
Charter Research & Investment Group
Connecticut
$316K – – –
PFSC
1303
Peoples Financial Services Corp
Pennsylvania
$316K -$7.63K -155 -2%
BW
1304
Bison Wealth
Georgia
$315K -$300K -6,104 -48%
BCM
1305
Boltwood Capital Management
California
$314K – – –
PW
1306
Potentia Wealth
California
$314K +$323K +6,563 New
BHPW
1307
Beverly Hills Private Wealth
California
$313K -$14.9K -303 -4%
SGI
1308
Summit Global Investments
Utah
$313K -$10.1K -205 -3%
TCA
1309
Trifecta Capital Advisors
Illinois
$312K -$20.8K -422 -6%
EMAM
1310
Encompass More Asset Management
California
$312K +$73.3K +1,491 +30%
DOA
1311
D'Orazio & Associates
Virginia
$311K +$36.5K +742 +13%
HL
1312
HeadInvest LLC
Maine
$311K – – –
FCH
1313
Freestone Capital Holdings
Washington
$309K +$35.7K +726 +13%
LI
1314
LifeWealth Investments
Florida
$309K +$318K +6,462 New
AO
1315
Advisor OS
Illinois
$305K +$16.3K +332 +5%
TAM
1316
Tucker Asset Management
Colorado
$305K -$61.7K -1,255 -16%
AWM
1317
Aprio Wealth Management
Georgia
$305K -$12.2K -249 -4%
GWANC
1318
Guardian Wealth Advisors (North Carolina)
North Carolina
$304K +$84.2K +1,711 +37%
APWM
1319
Anchor Pointe Wealth Management
Missouri
$304K +$310K +6,309 New
AUB
1320
Atlantic Union Bankshares
Virginia
$303K -$4.82K -98 -2%
FHC
1321
First Heartland Consultants
Missouri
$302K +$311K +6,322 New
EP
1322
EPIQ Partners
Minnesota
$302K – – –
CBTWT
1323
Community Bank & Trust (Waco, Texas)
Texas
$301K – – –
LFAS
1324
Level Four Advisory Services
Texas
$300K -$12.7K -259 -4%
CIM
1325
Cambria Investment Management
California
$299K +$308K +6,258 New
51 52
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