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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1476
Lawood & Co
Pennsylvania
$309K – – –
KAM
1477
KEB Asset Management
Illinois
$307K -$4.65K -83 -2%
FBFS
1478
First Business Financial Services
Wisconsin
$305K – – –
CFO
1479
Cambient Family Office
Michigan
$304K +$279K +4,988 New
FWP
1480
Flatrock Wealth Partners
California
$304K -$6.72K -120 -2%
WIM
1481
WealthPlan Investment Management
Nebraska
$303K +$10.8K +192 +4%
BFP
1482
Birchwood Financial Partners
Minnesota
$303K +$504 +9 +0.2%
LOIP
1483
Live Oak Investment Partners
Texas
$302K -$52.3K -934 -16%
NFG
1484
Nations Financial Group
Iowa
$302K -$9.3K -166 -3%
OCM
1485
Orion Capital Management
California
$302K -$342K -6,100 -55%
CWP
1486
Core Wealth Partners
California
$302K – – –
HCA
1487
Hyperion Capital Advisors
New York
$302K – – –
SIM
1488
Stratos Investment Management
Ohio
$302K +$11.8K +211 +4%
OL
1489
Optas LLC
Texas
$300K +$52.2K +931 +23%
JHC
1490
J. Hagan Capital
Kentucky
$300K – – –
FMTC
1491
Farmers & Merchants Trust Company
California
$299K -$1.23K -22 -0.4%
DJSG
1492
D.J. St. Germain
Massachusetts
$298K -$2.91K -52 -1%
SP
1493
Symmetry Partners
Connecticut
$298K -$897 -16 -0.3%
GF
1494
GGM Financials
Ohio
$298K +$102K +1,812 +58%
TCM
1495
TruNorth Capital Management
Michigan
$297K – – –
SFC
1496
SYM Financial Corp
Indiana
$296K +$20.4K +364 +8%
BCA
1497
Bay Colony Advisors
Massachusetts
$296K +$275K +4,899 New
SFS
1498
Sunrise Financial Services
Washington
$295K – – –
IPW
1499
Intergy Private Wealth
Colorado
$295K -$7.06K -126 -3%
AA
1500
Advisory Alpha
Michigan
$295K -$35.2K -628 -11%
58 59
60
61 62