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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1326
Bogart Wealth LLC
Virginia
$187K -$6.89M -189,240 -97%
RDFA
1327
Ritter Daniher Financial Advisory
Ohio
$181K – – –
ADL
1328
Asset Dedication LLC
California
$180K -$10K -275 -5%
CT
1329
Caldwell Trust
Florida
$179K -$103K -2,827 -34%
FWM
1330
Focused Wealth Management
New York
$163K +$401 +11 +0.2%
AA
1331
AlphaMark Advisors
Kentucky
$162K – – –
FCA
1332
FinTrust Capital Advisors
South Carolina
$161K -$19.9K -546 -10%
DMBA
1333
Deseret Mutual Benefit Administrators
Utah
$157K -$13.6K -374 -7%
OA
1334
Operose Advisors
Wisconsin
$149K +$32.2K +884 +24%
OIA
1335
Optimum Investment Advisors
Illinois
$149K +$73 +2 +0%
ITIM
1336
Indiana Trust & Investment Management
Indiana
$146K +$161K +4,424 New
LFA
1337
LGT Financial Advisors
Texas
$146K +$161K +4,409 New
AWM
1338
Ameliora Wealth Management
Switzerland
$145K – – –
TAM
1339
Tucker Asset Management
Colorado
$145K +$4.19K +115 +3%
CCA
1340
Column Capital Advisors
Indiana
$141K +$911 +25 +0.6%
LB
1341
Legacy Bridge
Iowa
$138K – – –
GWS
1342
Glassman Wealth Services
Virginia
$137K +$2.91K +80 +2%
MIFH
1343
Migdal Insurance & Financial Holdings
Israel
$129K -$363K -9,958 -71%
FSCM
1344
Front Street Capital Management
Montana
$120K -$96.5K -2,650 -42%
BONH
1345
Bank of New Hampshire
New Hampshire
$118K -$1.64K -45 -1%
LC
1346
Lindbrook Capital
California
$117K +$11.9K +326 +10%
AA
1347
Alta Advisers
United Kingdom
$116K – – –
WPWM
1348
Western Pacific Wealth Management
Illinois
$116K – – –
RFA
1349
Resurgent Financial Advisors
Georgia
$115K +$85.5K +2,348 +209%
EWA
1350
EverSource Wealth Advisors
Alabama
$115K +$3.13K +86 +3%
52 53
54
55 56