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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1351
First Foundation Advisors
California
$238K -$39.7K -891 -12%
PO
1352
Private Ocean
California
$237K +$6.46K +145 +2%
VT
1353
Vise Technologies
New York
$237K -$198K -4,453 -40%
FCA
1354
FinTrust Capital Advisors
South Carolina
$236K – – –
GWANC
1355
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K +$60.7K +1,363 +27%
NCM
1356
Northwest Capital Management
Oregon
$234K -$490 -11 -0.2%
RAM
1357
Readystate Asset Management
Illinois
$234K +$289K +6,487 New
CSPAM
1358
Cary Street Partners Asset Management
Virginia
$234K – – –
FCA
1359
FLC Capital Advisors
California
$233K -$184K -4,122 -39%
PCS
1360
Personal CFO Solutions
New Jersey
$233K -$6.41K -144 -2%
CSPIA
1361
Cary Street Partners Investment Advisory
Virginia
$232K -$675K -15,147 -70%
CPA
1362
Capital Performance Advisors
California
$232K – – –
BC
1363
Bridgefront Capital
Texas
$232K +$286K +6,422 New
WAAG
1364
Wealth Alliance Advisory Group
Kansas
$231K +$22.3K +500 +8%
AWM
1365
Accel Wealth Management
Iowa
$231K +$25.4K +570 +10%
ECM
1366
Evergreen Capital Management
Washington
$231K -$380K -8,531 -57%
CSC
1367
Caldwell Sutter Capital
California
$228K +$134K +3,006 +90%
EP
1368
EPIQ Partners
Minnesota
$228K -$63.1K -1,416 -18%
FSCM
1369
Front Street Capital Management
Montana
$227K – – –
TFA
1370
Trinity Financial Advisors
Ohio
$226K +$4.9K +110 +2%
MFC
1371
Mechanics Financial Corp
Ohio
$225K – – –
BCA
1372
Bay Colony Advisors
Massachusetts
$225K -$170K -3,807 -38%
MWM
1373
Mission Wealth Management
California
$223K -$12.8K -287 -4%
MIP
1374
Marietta Investment Partners
Wisconsin
$223K -$53.5K -1,200 -16%
WDA
1375
Wendell David Associates
New Hampshire
$221K – – –
53 54
55
56 57