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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1451
Wealth Preservation Advisors
Tennessee
$250K -$3.74K -79 -2%
FMTC
1452
Farmers & Merchants Trust Company
California
$250K -$41.6K -880 -15%
QIM
1453
Quest Investment Management
Oregon
$249K – – –
SFA
1454
Souders Financial Advisors
Ohio
$249K +$3.55K +75 +1%
DAS
1455
Diversify Advisory Services
Utah
$249K +$11K +232 +5%
DA
1456
Dillon & Associates
Michigan
$248K – – –
OWA
1457
Octavia Wealth Advisors
Ohio
$248K +$12.4K +263 +5%
MWP
1458
Madison Wealth Partners
Wisconsin
$246K +$426 +9 +0.2%
EW
1459
Element Wealth
Mississippi
$246K +$331 +7 +0.1%
KAM
1460
KEB Asset Management
Illinois
$245K -$14.2K -300 -6%
HL
1461
HeadInvest LLC
Maine
$245K -$39.4K -833 -14%
VWM
1462
VanWeelden Wealth Management
Ohio
$245K +$240K +5,065 New
CPWA
1463
Cerro Pacific Wealth Advisors
California
$244K -$36K -762 -13%
TW
1464
TritonPoint Wealth
Maryland
$244K +$14.5K +307 +7%
NFA
1465
Northern Financial Advisors
Michigan
$244K +$520 +11 +0.2%
EWA
1466
Encompass Wealth Advisors
Oregon
$243K – – –
WG
1467
Welch Group
Alabama
$243K +$238K +5,035 New
GWM
1468
GSB Wealth Management
Connecticut
$242K +$993 +21 +0.4%
CWP
1469
Core Wealth Partners
California
$242K -$142K -3,000 -38%
HCA
1470
Hyperion Capital Advisors
New York
$242K – – –
MCM
1471
McRae Capital Management
New Jersey
$242K – – –
TWP
1472
Tyche Wealth Partners
Texas
$241K -$2.22K -47 -0.9%
IVP
1473
Intrinsic Value Partners
Arizona
$241K -$11.4K -240 -5%
BFO
1474
Boston Family Office
Massachusetts
$241K – – –
WF
1475
Wayfinding Financial
Washington
$241K +$7.62K +161 +3%
57 58
59
60 61