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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1401
IVC Wealth Advisors
Pennsylvania
$263K +$49 +1 +0%
OPCM
1402
Osborne Partners Capital Management
California
$260K -$31.7K -644 -11%
FWM
1403
FSA Wealth Management
Massachusetts
$260K – – –
APW
1404
Austin Private Wealth
Texas
$259K +$21.9K +445 +9%
SDAM
1405
Shulman DeMeo Asset Management
New York
$258K -$18.7K -381 -7%
TWP
1406
Tyche Wealth Partners
Texas
$258K +$6.3K +128 +2%
TI
1407
Truepoint Inc
Ohio
$258K +$197 +4 +0.1%
RWI
1408
Red Wave Investments
Pennsylvania
$258K – – –
RDWM
1409
Red Door Wealth Management
Tennessee
$256K +$264K +5,361 New
VFM
1410
Viking Fund Management
North Dakota
$255K – – –
SNB
1411
Security National Bank
Nebraska
$255K +$168K +3,415 +178%
FWM
1412
Focused Wealth Management
New York
$255K +$17.3K +352 +7%
PA
1413
PFG Advisors
Arizona
$254K +$261K +5,306 New
BIG
1414
Brooklyn Investment Group
New York
$249K +$20.2K +410 +9%
OPWM
1415
Oxinas Partners Wealth Management
Indiana
$249K -$14.8K -300 -5%
BWL
1416
Bogart Wealth LLC
Virginia
$249K +$3.1K +63 +1%
TCA
1417
Transcend Capital Advisors
New Jersey
$249K +$12.4K +252 +5%
RIS
1418
Richmond Investment Services
Wisconsin
$248K +$255K +5,190 New
DJSG
1419
D.J. St. Germain
Massachusetts
$248K – – –
ST
1420
Spinnaker Trust
Maine
$247K +$3.89K +79 +2%
DA
1421
Dillon & Associates
Michigan
$247K – – –
QIM
1422
Quest Investment Management
Oregon
$247K – – –
KCPG
1423
Kavar Capital Partners Group
Kansas
$247K – – –
EW
1424
Evoke Wealth
California
$246K +$6.54K +133 +3%
SFB
1425
STAR Financial Bank
Indiana
$246K -$75.9K -1,542 -23%
55 56
57
58 59