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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
1351
Red Wave Investments
Pennsylvania
$246K – – –
TI
1352
Truepoint Inc
Ohio
$246K +$219 +5 +0.1%
QIM
1353
Quantitative Investment Management
Virginia
$246K +$237K +5,398 New
VFM
1354
Viking Fund Management
North Dakota
$244K +$132K +3,000 +128%
OWA
1355
Octavia Wealth Advisors
Ohio
$244K +$9.78K +223 +4%
NFA
1356
Northern Financial Advisors
Michigan
$243K -$42.5K -969 -15%
GA
1357
Geller Advisors
New York
$243K -$6.97K -159 -3%
HP
1358
Hikari Power
Japan
$242K – – –
SF
1359
Summit Financial
New Jersey
$241K +$229K +5,213 New
LW
1360
Linscomb Wealth
Texas
$241K -$116K -2,639 -33%
TWP
1361
Tyche Wealth Partners
Texas
$241K -$6.45K -147 -3%
CAAS
1362
Capital Asset Advisory Services
Michigan
$238K -$30.7K -699 -11%
SFWC
1363
Strategic Family Wealth Counselors
New Jersey
$238K +$3.11K +71 +1%
CFM
1364
Catalyst Funds Management
Australia
$238K +$206K +4,700 +940%
DA
1365
Dillon & Associates
Michigan
$237K – – –
DJSG
1366
D.J. St. Germain
Massachusetts
$237K +$307 +7 +0.1%
TCB
1367
Texas Capital Bancshares
Texas
$236K -$3.86K -88 -2%
CIP
1368
Convergence Investment Partners
Florida
$236K +$1.49K +34 +0.7%
QIM
1369
Quest Investment Management
Oregon
$236K – – –
KCPG
1370
Kavar Capital Partners Group
Kansas
$236K -$17.5K -400 -7%
BWL
1371
Bogart Wealth LLC
Virginia
$235K +$921 +21 +0.4%
CB
1372
Cadence Bank
Mississippi
$235K +$225K +5,133 New
CGL
1373
Clarius Group LLC
Washington
$235K -$9.26K -211 -4%
FCFC
1374
First Citizens Financial Corp
Iowa
$234K -$3.46K -79 -2%
WPWM
1375
Western Pacific Wealth Management
Illinois
$233K +$70.2K +1,600 +46%
53 54
55
56 57