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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1351
Edge Capital Group
Georgia
$218K -$6.49K -120 -3%
LSAG
1352
Lake Street Advisors Group
New Hampshire
$218K +$4.38K +81 +2%
BCM
1353
Brookstone Capital Management
Illinois
$217K -$89.2K -1,650 -30%
KBFS
1354
Kohmann Bosshard Financial Services
Ohio
$217K -$39.2K -725 -16%
UR
1355
USCA RIA
Texas
$217K – – –
MC
1356
Machina Capital
France
$215K -$828K -15,321 -80%
WA
1357
Waverly Advisors
Alabama
$215K – – –
DI
1358
DAGCO Inc
Ohio
$214K – – –
WT
1359
Washington Trust
Rhode Island
$214K +$203K +3,750 New
IA
1360
Independence Advisors
Pennsylvania
$214K +$208K +3,858 New
EW
1361
Evoke Wealth
California
$214K +$207K +3,830 New
LDFR
1362
Lehman & Derafelo Financial Resources
Pennsylvania
$213K – – –
HPWM
1363
Highland Private Wealth Management
Washington
$212K -$73.2K -1,355 -26%
DT
1364
Diversified Trust
Tennessee
$212K -$919 -17 -0.4%
PWAG
1365
Polaris Wealth Advisory Group
California
$211K -$42.4K -784 -16%
NFG
1366
Nadler Financial Group
Illinois
$210K +$205K +3,794 New
PFS
1367
Physicians Financial Services
North Carolina
$210K +$205K +3,800 New
SSA
1368
South Street Advisors
New York
$210K +$205K +3,800 New
WAP
1369
Wealthcare Advisory Partners
Pennsylvania
$209K +$156K +2,880 +324%
MWA
1370
Meridian Wealth Advisors
Texas
$209K +$205K +3,785 New
HCM
1371
Highlander Capital Management
New Jersey
$205K – – –
AF
1372
Affiance Financial
Minnesota
$205K +$200K +3,704 New
RE
1373
RBC Europe
United Kingdom
$205K -$23K -425 -10%
PO
1374
Private Ocean
California
$204K – – –
KMC
1375
Kirr Marbach & Co
Indiana
$204K +$199K +3,686 New
53 54
55
56 57