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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1326
Marble Harbor Investment Counsel
Massachusetts
$268K – – –
LCM
1327
LVM Capital Management
Michigan
$265K -$1.5K -30 -0.6%
T
1328
TOBAM
France
$264K – – –
JIC
1329
Joel Isaacson & Co
New York
$264K +$9.49K +190 +4%
SS
1330
Simplicity Solutions
Minnesota
$263K -$183K -3,661 -43%
FBFS
1331
First Business Financial Services
Wisconsin
$263K +$14.2K +284 +6%
BP
1332
BBR Partners
New York
$263K +$237K +4,749 New
VBFP
1333
Valtinson Bruner Financial Planning
Minnesota
$262K +$19.8K +396 +9%
TIA
1334
Tiemann Investment Advisors
California
$262K +$21.2K +425 +10%
SVWAG
1335
Sound View Wealth Advisors Group
Georgia
$261K +$2.3K +46 +1%
MGIM
1336
M&G Investment Management
United Kingdom
$259K -$16.8M -337,029 -99%
SDWIA
1337
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$258K – – –
OWA
1338
Octavia Wealth Advisors
Ohio
$258K +$231K +4,623 New
HBT
1339
Heartland Bank & Trust
Illinois
$258K +$233K +4,657 New
LOAMS
1340
Lombard Odier Asset Management (Switzerland)
Switzerland
$258K +$233K +4,660 New
PPCM
1341
Pillar Pacific Capital Management
California
$257K – – –
GA
1342
Geller Advisors
New York
$257K +$76.9K +1,540 +50%
TA
1343
Tiedemann Advisors
New York
$256K -$220K -4,414 -49%
LFAS
1344
Level Four Advisory Services
Texas
$256K +$231K +4,634 New
FIM
1345
Freedom Investment Management
Connecticut
$254K -$3.9K -78 -2%
MOS
1346
MGO One Seven
Ohio
$253K +$13.5K +271 +6%
MG
1347
MilWealth Group
Wisconsin
$250K – – –
MHS
1348
M Holdings Securities
Oregon
$249K +$224K +4,494 New
NB
1349
Nicolet Bankshares
Wisconsin
$248K – – –
FNFDCM
1350
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$247K -$3.35K -67 -1%
52 53
54
55 56