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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
1451
Quest Investment Management
Oregon
$233K – – –
TA
1452
Townsend & Associates
Colorado
$233K +$212K +5,032 New
DA
1453
Dillon & Associates
Michigan
$233K +$1.09K +26 +0.5%
PVI
1454
Pine Valley Investments
New Jersey
$233K +$5.89K +140 +3%
FNT
1455
First National Trust
Pennsylvania
$232K +$216K +5,136 New
SP
1456
Symmetry Partners
Connecticut
$232K +$4.25K +101 +2%
OPWM
1457
Oxinas Partners Wealth Management
Indiana
$231K – – –
FCFC
1458
First Citizens Financial Corp
Iowa
$231K -$1.01K -24 -0.5%
MWP
1459
Madison Wealth Partners
Wisconsin
$230K -$21K -500 -9%
EW
1460
Element Wealth
Mississippi
$230K +$1.09K +26 +0.5%
FWM
1461
Focused Wealth Management
New York
$230K +$463 +11 +0.2%
SFA
1462
Souders Financial Advisors
Ohio
$230K +$213K +5,077 New
VCM
1463
Virtue Capital Management
Tennessee
$230K -$44K -1,047 -17%
BCA
1464
Bay Colony Advisors
Massachusetts
$228K -$3.83K -91 -2%
TWP
1465
Tyche Wealth Partners
Texas
$228K -$1.85K -44 -0.9%
EWA
1466
Encompass Wealth Advisors
Oregon
$228K +$547 +13 +0.3%
NFA
1467
Northern Financial Advisors
Michigan
$228K +$10.1K +241 +5%
RFS
1468
Richardson Financial Services
Massachusetts
$227K -$2.94K -70 -1%
DJSG
1469
D.J. St. Germain
Massachusetts
$227K -$27K -642 -11%
HCA
1470
Hyperion Capital Advisors
New York
$226K – – –
MCM
1471
McRae Capital Management
New Jersey
$226K – – –
BFO
1472
Boston Family Office
Massachusetts
$226K – – –
GWM
1473
GSB Wealth Management
Connecticut
$226K +$8.16K +194 +4%
GLA
1474
Great Lakes Advisors
Illinois
$225K -$77.2K -1,837 -27%
ICP
1475
Impact Capital Partners
Colorado
$224K -$68.2K -1,622 -25%
57 58
59
60 61