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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1451
Clarfeld Financial Advisors
New York
$14K +$16.1K +312 New
LPWM
1452
Lake Point Wealth Management
Texas
$13K +$14.5K +281 New
CA
1453
Crewe Advisors
Utah
$11K – – –
IF
1454
Ironwood Financial
Arizona
$10K – – –
PWM
1455
PRW Wealth Management
Massachusetts
$10K +$10.4K +203 New
WIM
1456
Westside Investment Management
California
$9.19K -$13.5K -263 -57%
FMTCOCP
1457
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K – – –
CAC
1458
Certified Advisory Corp
Florida
$8K +$51 +1 +0.6%
UB
1459
UMB Bank
Missouri
$7.49K +$40.8K +793 +0.5%
AOWM
1460
Alpha Omega Wealth Management
Virginia
$7K – – –
EIM
1461
Essex Investment Management
Massachusetts
$7K +$7.72K +150 New
CWM
1462
Catamount Wealth Management
Connecticut
$6K -$45.3K -880 -88%
SIAS
1463
Shine Investment Advisory Services
Colorado
$6K – – –
GWS
1464
Glassman Wealth Services
Virginia
$6K +$3.5K +68 +113%
SA
1465
SRH Advisors
Kansas
$5K – – –
KC
1466
Knuff & Co
California
$5K +$6.18K +120 New
IP
1467
Intellectus Partners
California
$4K -$150K -2,916 -97%
BCM
1468
Brasada Capital Management
Texas
$4K – – –
QAM
1469
QCI Asset Management
New York
$4K – – –
SCA
1470
Stuart Chaussee & Associates
California
$4K – – –
FLI
1471
Family Legacy Inc
South Carolina
$3K – – –
HCM
1472
Hilton Capital Management
New York
$3K – – –
THWM
1473
Taylor Hoffman Wealth Management
Virginia
$3K – – –
WAS
1474
Winch Advisory Services
Wisconsin
$3K +$3.45K +67 New
MFT
1475
Moisand Fitzgerald Tamayo
Florida
$2K – – –
57 58
59
60 61