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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1401
Key Financial Inc
Pennsylvania
$63.1K – – –
EWM
1402
Evermay Wealth Management
Virginia
$63.1K -$48.4K -1,499 -44%
TCM
1403
Tradewinds Capital Management
Washington
$59.2K – – –
WAM
1404
Worth Asset Management
Texas
$58.3K +$53.8K +1,665 +1,665%
HCP
1405
Hexagon Capital Partners
Arkansas
$56.9K -$34.3K -1,062 -38%
WBC
1406
West Branch Capital
Massachusetts
$56.7K – – –
CWM
1407
CarsonAllaria Wealth Management
Illinois
$55.7K +$2.75K +85 +5%
QC
1408
Quent Capital
New York
$54.6K +$194 +6 +0.4%
CT
1409
Colonial Trust
South Carolina
$53.9K -$8.53K -264 -14%
JGIA
1410
Jackson Grant Investment Advisers
Connecticut
$52.9K – – –
SCM
1411
Silvant Capital Management
Georgia
$52.8K – – –
ORAM
1412
One River Asset Management
Connecticut
$51.7K -$404K -12,486 -89%
CAL
1413
Capital Advisors Ltd
Ohio
$51K +$24.5K +759 +97%
PGAM
1414
Princeton Global Asset Management
New Jersey
$50.4K -$139K -4,300 -74%
SAM
1415
S.A. Mason
Michigan
$49.9K – – –
BWS
1416
Buck Wealth Strategies
Colorado
$49.7K +$48.6K +1,504 New
TLA
1417
Tanglewood Legacy Advisors
Texas
$49.6K – – –
BBPWM
1418
Blue Bell Private Wealth Management
Pennsylvania
$47.7K +$3.94K +122 +9%
JWA
1419
JFS Wealth Advisors
Pennsylvania
$47K +$6.69K +207 +17%
CA
1420
Crewe Advisors
Utah
$46.7K -$21.9K -678 -32%
AA
1421
Addison Advisors
Vermont
$46.5K -$2.75K -85 -6%
FA
1422
Fiduciary Alliance
South Carolina
$46.3K +$45.2K +1,400 New
BWA
1423
BDO Wealth Advisors
Florida
$45.5K +$4.07K +126 +10%
FPF
1424
First Pacific Financial
Washington
$45K +$44K +1,362 New
OCM
1425
Osterweis Capital Management
California
$43.2K – – –
55 56
57
58 59