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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
1376
Philip James Wealth Mangement
Georgia
$231K -$26K -615 -11%
QIM
1377
Quest Investment Management
Oregon
$231K – – –
KAM
1378
KEB Asset Management
Illinois
$230K -$36.4K -862 -14%
AWM
1379
Alterna Wealth Management
Texas
$230K +$218K +5,156 New
ST
1380
Spinnaker Trust
Maine
$230K +$2.66K +63 +1%
CWP
1381
Concord Wealth Partners
Virginia
$230K -$200K -4,749 -48%
SFWC
1382
Strategic Family Wealth Counselors
New Jersey
$230K – – –
BWL
1383
Bogart Wealth LLC
Virginia
$230K +$886 +21 +0.4%
GWMR
1384
GC Wealth Management RIA
Massachusetts
$229K -$5.57K -132 -3%
AC
1385
ASB Consultores
Florida
$228K +$215K +5,092 New
PWMAG
1386
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$215K +5,087 New
UAML
1387
US Asset Management LLC
Pennsylvania
$227K -$5.99K -142 -3%
NFG
1388
Nations Financial Group
Iowa
$227K +$1.65K +39 +0.8%
SPC
1389
Stewart & Patten Company
California
$226K -$59.7K -1,415 -22%
NB
1390
Nicolet Bankshares
Wisconsin
$225K -$12.2K -289 -5%
OWMIAS
1391
One Wealth Management Investment & Advisory Services
Florida
$224K +$212K +5,015 New
HCA
1392
Hyperion Capital Advisors
New York
$224K – – –
AWA
1393
Aaron Wealth Advisors
Illinois
$223K +$210K +4,988 New
FWM
1394
Focused Wealth Management
New York
$221K +$380 +9 +0.2%
PIM
1395
Progressive Investment Management
Oregon
$221K – – –
GI
1396
Gradient Investments
Minnesota
$220K -$1.49M -35,404 -88%
BWM
1397
Birchcreek Wealth Management
Ohio
$220K +$208K +4,922 New
TWA
1398
TCI Wealth Advisors
Arizona
$220K +$1.01K +24 +0.5%
AA
1399
AlphaMark Advisors
Kentucky
$219K – – –
SAM
1400
Selway Asset Management
$219K – – –
54 55
56
57 58