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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1401
Mission Wealth Management
California
$267K -$62.5K -1,088 -18%
RCG
1402
Resource Consulting Group
Florida
$267K – – –
FW
1403
FirstPurpose Wealth
Utah
$267K +$50.4K +877 +21%
DS
1404
DRW Securities
Illinois
$266K -$380K -6,614 -57%
HCA
1405
Hyperion Capital Advisors
New York
$266K – – –
PCOC
1406
Power Corp of Canada
Canada
$266K +$287K +5,000 New
NQWM
1407
Northwest Quadrant Wealth Management
Oregon
$265K -$298K -5,180 -51%
TB
1408
Terril Brothers
Missouri
$265K -$63.2K -1,100 -18%
PCMK
1409
Paragon Capital Management (Kansas)
Kansas
$263K – – –
GHAM
1410
Gilman Hill Asset Management
Connecticut
$262K -$14K -243 -5%
OWA
1411
Octavia Wealth Advisors
Ohio
$262K +$8.33K +145 +3%
SNBOSD
1412
Security National Bank of So Dak
Iowa
$262K +$283K +4,932 New
VBFP
1413
Valtinson Bruner Financial Planning
Minnesota
$261K – – –
PPWM
1414
PFG Private Wealth Management
Florida
$260K +$274K +4,762 +3,635%
FWM
1415
Focused Wealth Management
New York
$259K -$146K -2,544 -34%
MHIC
1416
Marble Harbor Investment Counsel
Massachusetts
$258K – – –
GPA
1417
Garrison Point Advisors
California
$257K – – –
WAM
1418
Walker Asset Management
Missouri
$257K +$287 +5 +0.1%
PCS
1419
Personal CFO Solutions
New Jersey
$256K +$10.3K +180 +4%
AWAG
1420
ARS Wealth Advisors Group
Florida
$255K – – –
CB
1421
Cadence Bank
Mississippi
$254K -$45.4K -790 -14%
CASB
1422
Cape Ann Savings Bank
Massachusetts
$254K -$6.44K -112 -2%
LCM
1423
LVM Capital Management
Michigan
$254K – – –
CFG
1424
Cooper Financial Group
California
$253K +$14.9K +260 +6%
DIA
1425
Davidson Investment Advisors
Montana
$252K +$14.4K +250 +6%
55 56
57
58 59