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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1401
Potentia Wealth
California
$313K – – –
TI
1402
Truepoint Inc
Ohio
$312K – – –
GIA
1403
Gladstone Institutional Advisory
Florida
$311K -$16.3K -296 -5%
WA
1404
Whipplewood Advisors
Colorado
$310K -$12.3K -224 -4%
LOIP
1405
Live Oak Investment Partners
Texas
$309K -$557K -10,138 -63%
SFWC
1406
Strategic Family Wealth Counselors
New Jersey
$309K -$184K -3,354 -36%
MK
1407
MASTERINVEST Kapitalanlage
$309K – – –
DWM
1408
Defined Wealth Management
Oregon
$309K +$5.61K +102 +2%
GWANC
1409
Guardian Wealth Advisors (North Carolina)
North Carolina
$308K -$11.7K -213 -3%
VV
1410
Verity & Verity
South Carolina
$307K – – –
FWM
1411
Forteris Wealth Management
New York
$307K +$324K +5,900 New
GWWM
1412
Great Waters Wealth Management
Minnesota
$306K -$4.29K -78 -1%
TWA
1413
TCI Wealth Advisors
Arizona
$306K +$6.32K +115 +2%
CSIC
1414
Clifford Swan Investment Counsel
California
$305K -$104K -1,894 -24%
BHPW
1415
Beverly Hills Private Wealth
California
$305K +$2.14K +39 +0.7%
JWM
1416
Jeppson Wealth Management
California
$305K -$1.1K -20 -0.3%
AC
1417
Apella Capital
Connecticut
$304K +$35.8K +651 +14%
GSB
1418
Greenfield Savings Bank
Massachusetts
$304K -$385 -7 -0.1%
EIG
1419
Ellenbecker Investment Group
Wisconsin
$303K -$3.41K -62 -1%
MWP
1420
Madison Wealth Partners
Wisconsin
$303K +$36.2K +659 +13%
CPBTD
1421
Central Pacific Bank - Trust Division
Hawaii
$303K +$320K +5,822 New
HW
1422
Hancock Whitney
Mississippi
$302K +$10.1K +184 +3%
ST
1423
Spinnaker Trust
Maine
$302K – – –
NCTC
1424
New Covenant Trust Company
Indiana
$301K -$11.9K -216 -4%
MHIC
1425
Marble Harbor Investment Counsel
Massachusetts
$301K – – –
55 56
57
58 59