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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1326
Geller Advisors
New York
$225K +$130K +3,067 New
GPA
1327
Garrison Point Advisors
California
$225K +$205K +4,840 New
LCM
1328
LVM Capital Management
Michigan
$224K +$204K +4,816 New
T
1329
TOBAM
France
$223K – – –
W
1330
WealthStone
Ohio
$222K +$202K +4,774 New
PP
1331
Paloma Partners
Connecticut
$221K -$443K -10,462 -69%
LIM
1332
Loudon Investment Management
New Hampshire
$221K +$200K +4,735 New
HCP
1333
Holt Capital Partners
Texas
$221K +$201K +4,750 New
SVWAG
1334
Sound View Wealth Advisors Group
Georgia
$218K +$198K +4,669 New
SDWIA
1335
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$198K +4,671 New
FIM
1336
Freedom Investment Management
Connecticut
$218K +$198K +4,678 New
PPCM
1337
Pillar Pacific Capital Management
California
$217K +$197K +4,650 New
FANJ
1338
Financial Architects (New Jersey)
New Jersey
$215K +$196K +4,623 New
FB
1339
Fulton Bank
Pennsylvania
$214K +$194K +4,582 New
JIC
1340
Joel Isaacson & Co
New York
$214K +$194K +4,587 New
TI
1341
Tidal Investments
Wisconsin
$214K +$195K +4,603 New
VBFP
1342
Valtinson Bruner Financial Planning
Minnesota
$213K +$180K +4,258 New
TWM
1343
Titus Wealth Management
California
$213K +$193K +4,563 New
AC
1344
Allstate Corporation
Illinois
$213K +$193K +4,570 New
FNFDCM
1345
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$212K +$192K +4,541 New
FWM
1346
Frontier Wealth Management
Missouri
$212K +$193K +4,558 New
TCM
1347
Tradewinds Capital Management
Washington
$211K – – –
MG
1348
MilWealth Group
Wisconsin
$210K – – –
GHAM
1349
Gilman Hill Asset Management
Connecticut
$210K +$190K +4,500 New
SLWA
1350
San Luis Wealth Advisors
California
$210K +$191K +4,515 New
52 53
54
55 56