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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1376
Claro Advisors
Massachusetts
$203K +$198K +3,673 New
SIM
1377
SSI Investment Management
California
$203K +$199K +3,677 New
ACP
1378
Aveo Capital Partners
Colorado
$202K +$188K +3,480 New
NCM
1379
Northwest Capital Management
Oregon
$202K +$197K +3,654 New
AIM
1380
ARGA Investment Management
Connecticut
$202K +$198K +3,658 New
OC
1381
Oakworth Capital
Alabama
$201K -$102K -1,882 -34%
FMB
1382
Field & Main Bank
Kentucky
$201K -$29.7K -550 -13%
EF
1383
Empirical Finance
Pennsylvania
$201K +$196K +3,628 New
WANY
1384
Wealthspire Advisors (New York)
New York
$201K +$196K +3,632 New
SS
1385
Simplicity Solutions
Minnesota
$201K +$196K +3,633 New
RIA
1386
Realta Investment Advisors
Delaware
$200K +$18.3K +339 +11%
CAM
1387
Columbia Asset Management
Michigan
$200K +$195K +3,605 New
CFA
1388
Carroll Financial Associates
North Carolina
$199K +$48.8K +903 +33%
TFS
1389
TrustCore Financial Services
Tennessee
$195K +$53.4K +988 +39%
ATC
1390
Adirondack Trust Company
New York
$186K +$4.32K +80 +2%
HI
1391
Hudock Inc
Pennsylvania
$185K +$1.19K +22 +0.7%
BAMG
1392
Brand Asset Management Group
Missouri
$180K – – –
ZB
1393
Zions Bancorporation
Utah
$176K -$2K -37 -1%
LWM
1394
Liberty Wealth Management
California
$173K -$55.6K -1,028 -25%
CCMW
1395
Cypress Capital Management (Wyoming)
Wyoming
$172K – – –
AWM
1396
Avior Wealth Management
Nebraska
$169K -$38.9K -720 -19%
BC
1397
Barnett & Company
Tennessee
$169K +$2.27K +42 +1%
GSWM
1398
Golden State Wealth Management
California
$168K +$540 +10 +0.3%
GAM
1399
Gemmer Asset Management
California
$158K +$1.3K +24 +0.8%
PFGIA
1400
Patriot Financial Group Insurance Agency
Massachusetts
$158K +$16.6K +308 +12%
54 55
56
57 58