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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
EPIM
1476
Evelyn Partners Investment Management
$226K +$232K +4,720 New
EFMC
1477
Empire Financial Management Company
New York
$225K – – –
AAP
1478
Arax Advisory Partners
Colorado
$224K +$205K +4,163 +788%
CFO
1479
CVA Family Office
Colorado
$223K +$15.3K +311 +7%
BWM
1480
Birchcreek Wealth Management
Ohio
$223K – – –
AWM
1481
Angeles Wealth Management
California
$222K +$4.77K +97 +2%
SMWM
1482
Silvia McColl Wealth Management
California
$221K – – –
WI
1483
Wintrust Investments
Illinois
$221K -$9.15K -186 -4%
GWM
1484
GSB Wealth Management
Connecticut
$221K +$1.72K +35 +0.8%
CSWG
1485
Cardinal Strategic Wealth Guidance
Kentucky
$221K +$227K +4,617 New
MFC
1486
Mechanics Financial Corp
Ohio
$221K -$87.1K -1,770 -28%
SB
1487
Strategic Blueprint
Georgia
$221K +$11.1K +226 +5%
UAML
1488
US Asset Management LLC
Pennsylvania
$220K -$13K -264 -5%
VPP
1489
Vertex Planning Partners
Illinois
$220K +$7.23K +147 +3%
ASG
1490
Ariston Services Group
California
$219K – – –
PCM
1491
Pointe Capital Management
Michigan
$219K – – –
BW
1492
Basepoint Wealth
Iowa
$217K +$148 +3 +0.1%
OMIC
1493
Old Mission Investment Co
Michigan
$216K +$1.23K +25 +0.6%
MPM
1494
Meritage Portfolio Management
Kansas
$216K -$808K -16,428 -78%
FPL
1495
Fortress Private Ledger
North Carolina
$216K +$222K +4,516 New
FWTB
1496
First Western Trust Bank
Colorado
$216K +$5.31K +108 +2%
FC
1497
Fjell Capital
North Dakota
$216K +$222K +4,506 New
PFA
1498
Portland Financial Advisors
New York
$214K +$220K +4,472 New
CH
1499
Cromwell Holdings
Wyoming
$214K – – –
TWM
1500
Trueblood Wealth Management
Ohio
$214K +$541 +11 +0.2%
58 59
60
61 62