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US Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1376
AssetMark Inc
California
$87K +$9.01K +175 +10%
PFO
1377
Pathstone Family Office
New Jersey
$86K +$96.7K +1,879 New
TL
1378
TrueWealth LLC
Georgia
$83K -$6.64K -129 -7%
VCM
1379
Versant Capital Management
Arizona
$81K – – –
WF
1380
WealthTrust Fairport
Ohio
$77K – – –
CAGAS
1381
Capital Advisory Group Advisory Services
Minnesota
$76K +$22.4K +435 +35%
KIG
1382
Kessler Investment Group
Indiana
$75K +$1.49K +29 +2%
JGIA
1383
Jackson Grant Investment Advisers
Connecticut
$75K +$5.35K +104 +7%
WCM
1384
WealthBridge Capital Management
Ohio
$75K +$84.3K +1,638 New
TIM
1385
Tortoise Investment Management
New York
$74K – – –
AIM
1386
Arcadia Investment Management
Michigan
$73K – – –
HIIFS
1387
Harel Insurance Investments & Financial Services
Israel
$73K – – –
BWM
1388
Baystate Wealth Management
Massachusetts
$72K +$1.08K +21 +1%
PG
1389
Patten Group
Tennessee
$69K – – –
ME
1390
McIlrath & Eck
Washington
$69K +$5.66K +110 +8%
CAM
1391
Close Asset Management
United Kingdom
$67K -$84.9K -1,650 -61%
BWA
1392
BDO Wealth Advisors
Florida
$67K – – –
BRC
1393
Bell Rock Capital
Delaware
$66K +$10.8K +210 +17%
KL
1394
KWMG LLC
Kansas
$63K +$4.07K +79 +6%
RFM
1395
Royal Fund Management
Florida
$63K +$4.79K +93 +7%
CAL
1396
Capital Advisors Ltd
Ohio
$62K – – –
OFW
1397
Omnia Family Wealth
Florida
$62K +$3.71K +72 +6%
TFA
1398
Transamerica Financial Advisors
Florida
$62K +$36K +700 +110%
TSW
1399
Thompson Siegel & Walmsley
Virginia
$61K – – –
BAMG
1400
Brand Asset Management Group
Missouri
$61K +$7.36K +143 +12%