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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1351
Opal Wealth Advisors
New York
$296K +$16.9K +294 +6%
GFS
1352
GYL Financial Synergies
Connecticut
$295K -$119K -2,075 -27%
PI
1353
Putnam Investments
Massachusetts
$294K -$9.48K -165 -3%
UAML
1354
US Asset Management LLC
Pennsylvania
$294K +$3.16K +55 +1%
BDF
1355
Balasa Dinverno & Foltz
$294K +$75.4K +1,312 +31%
MPCG
1356
Matrix Private Capital Group
New York
$293K -$57 -1 -0%
FIM
1357
Fruth Investment Management
Texas
$292K – – –
FAM
1358
Fulcrum Asset Management
United Kingdom
$292K – – –
HCP
1359
Holt Capital Partners
Texas
$292K – – –
CAGAS
1360
Capital Advisory Group Advisory Services
Minnesota
$290K +$12.8K +222 +4%
HPC
1361
HM Payson & Co
Maine
$290K +$48.6K +846 +18%
MC
1362
Miramar Capital
Illinois
$290K +$314K +5,459 New
B
1363
Barings
North Carolina
$289K – – –
IP
1364
Ignite Planners
California
$289K +$53.3K +927 +19%
MFA
1365
Mayflower Financial Advisors
Massachusetts
$288K -$1.15K -20 -0.4%
FBFS
1366
First Business Financial Services
Wisconsin
$288K +$18.4K +321 +6%
AC
1367
ASB Consultores
Florida
$287K -$271K -4,714 -47%
SVCP
1368
Silicon Valley Capital Partners
California
$287K +$311K +5,405 New
PG
1369
Pendal Group
Australia
$286K – – –
HC
1370
Hamilton Capital
Ohio
$286K +$50.5K +878 +20%
STA
1371
Summit Trail Advisors
New York
$286K +$307K +5,338 New
LWM
1372
Liberty Wealth Management
California
$285K +$309K +5,372 New
PCM
1373
Pointe Capital Management
Michigan
$283K – – –
NB
1374
Nicolet Bankshares
Wisconsin
$282K +$13.8K +240 +5%
OWP
1375
Obermeyer Wealth Partners
Colorado
$280K +$18.5K +322 +7%
53 54
55
56 57