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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
1401
Strategic Family Wealth Counselors
New Jersey
$222K +$188K +5,137 New
PO
1402
Private Ocean
California
$222K -$53.1K -1,453 -22%
BWL
1403
Bogart Wealth LLC
Virginia
$221K -$19.5K -533 -9%
AC
1404
Allstate Corporation
Illinois
$220K +$186K +5,090 New
FCA
1405
FinTrust Capital Advisors
South Carolina
$220K +$7.75K +212 +4%
ST
1406
Spinnaker Trust
Maine
$220K +$186K +5,086 New
OFS
1407
OneAscent Financial Services
Alabama
$220K -$47.6K -1,303 -20%
WFI
1408
West Family Investments
California
$220K +$186K +5,078 New
TA
1409
TrueWealth Advisors
Alabama
$219K +$185K +5,056 New
CT
1410
Caldwell Trust
Florida
$218K -$13.9K -379 -7%
NFG
1411
Nations Financial Group
Iowa
$218K +$184K +5,037 New
IPWA
1412
International Private Wealth Advisors
California
$218K +$184K +5,035 New
HCA
1413
Hyperion Capital Advisors
New York
$216K +$183K +5,000 New
PWM
1414
Purus Wealth Management
California
$215K +$182K +4,978 New
PIM
1415
Progressive Investment Management
Oregon
$214K +$181K +4,949 New
FWM
1416
Focused Wealth Management
New York
$214K +$439 +12 +0.2%
LAM
1417
L2 Asset Management
Massachusetts
$213K +$180K +4,918 New
PT
1418
Plimoth Trust
Massachusetts
$212K +$179K +4,901 New
AA
1419
AlphaMark Advisors
Kentucky
$212K – – –
SAM
1420
Selway Asset Management
$212K +$179K +4,896 New
SDAM
1421
Shulman DeMeo Asset Management
New York
$212K +$179K +4,893 New
TWA
1422
TCI Wealth Advisors
Arizona
$212K +$179K +4,890 New
CB
1423
Cadence Bank
Mississippi
$212K +$179K +4,888 New
MCP
1424
Martin Capital Partners
Oregon
$210K -$5.27M -144,038 -97%
CWM
1425
Cahaba Wealth Management
Georgia
$209K -$83.9K -2,295 -32%
55 56
57
58 59