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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1376
Holt Capital Partners
Texas
$282K – – –
EW
1377
Evoke Wealth
California
$281K +$51.1K +883 +23%
CIP
1378
Convergence Investment Partners
Florida
$281K -$2.2K -38 -0.8%
MWM
1379
Mission Wealth Management
California
$281K +$6.59K +114 +2%
RA
1380
RFG Advisory
Alabama
$280K -$14K -243 -5%
MOS
1381
MGO One Seven
Ohio
$279K +$14.5K +251 +6%
LSAG
1382
Lake Street Advisors Group
New Hampshire
$279K +$17.9K +309 +7%
ACA
1383
Aptus Capital Advisors
Alabama
$279K +$273K +4,717 New
LC
1384
Landaas & Company
Wisconsin
$276K +$1.33K +23 +0.5%
CPSC
1385
Carl P. Sherr & Co
Massachusetts
$275K +$269K +4,645 New
FNFDCM
1386
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$272K – – –
JIC
1387
Joel Isaacson & Co
New York
$272K – – –
BWP
1388
BSW Wealth Partners
Colorado
$270K +$2.2K +38 +0.8%
FA
1389
FMA Advisory
Pennsylvania
$270K +$5.9K +102 +2%
LB
1390
Legacy Bridge
Iowa
$270K +$14.9K +257 +6%
BWM
1391
BigSur Wealth Management
Florida
$269K – – –
PO
1392
Private Ocean
California
$269K +$49.1K +850 +23%
EP
1393
Edgestream Partners
New Jersey
$269K +$262K +4,540 New
CAM
1394
Close Asset Management
United Kingdom
$268K – – –
FWCM
1395
First Western Capital Management
California
$268K – – –
WANY
1396
Wealthspire Advisors (New York)
New York
$268K +$51.6K +892 +25%
MG
1397
MilWealth Group
Wisconsin
$267K – – –
AUB
1398
Atlantic Union Bankshares
Virginia
$267K – – –
AAM
1399
Aureus Asset Management
Massachusetts
$267K – – –
SWK
1400
Stephen W. Kidder
$267K – – –
54 55
56
57 58