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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1501
Aureus Asset Management
Massachusetts
$230K – – –
WAC
1502
William Allan Corp
Colorado
$230K +$242K +4,099 New
PP
1503
PrairieView Partners
Minnesota
$229K -$36.6K -618 -13%
RGC
1504
Roberts, Glore & Co
Illinois
$229K – – –
B
1505
BetterWealth
California
$229K +$241K +4,071 New
IWC
1506
Integrated Wealth Concepts
Massachusetts
$228K -$12.8K -216 -5%
T
1507
TOBAM
France
$228K – – –
SIC
1508
Sigma Investment Counselors
Michigan
$228K +$5.68K +96 +2%
WFA
1509
WestHill Financial Advisors
California
$228K +$240K +4,051 New
UWPG
1510
Ullmann Wealth Partners Group
Florida
$227K – – –
MSA
1511
Marino Stram & Associates
Massachusetts
$226K – – –
ECG
1512
Edge Capital Group
Georgia
$225K – – –
HAIM
1513
Hunter Associates Investment Management
Pennsylvania
$225K – – –
TI
1514
Truehand Inc
New Hampshire
$225K – – –
RIG
1515
Roosevelt Investment Group
New York
$225K +$17.7K +299 +8%
EC
1516
Enhancing Capital
Pennsylvania
$225K +$237K +4,000 New
SFS
1517
Security Financial Services
Indiana
$225K +$237K +4,000 New
MIC
1518
Meridian Investment Counsel
California
$224K – – –
LOAMS
1519
Lombard Odier Asset Management (Switzerland)
Switzerland
$224K +$236K +3,991 New
NFG
1520
Nations Financial Group
Iowa
$223K -$9.4K -159 -4%
CCM
1521
Compton Capital Management
Rhode Island
$223K +$235K +3,966 New
HS
1522
Horan Securities
United States
$223K +$235K +3,973 New
QP
1523
Quilter Plc
United Kingdom
$222K -$569K -9,624 -71%
BW
1524
Bison Wealth
Georgia
$222K -$111K -1,880 -32%
BO
1525
BRR OpCo
Ohio
$222K -$27K -457 -10%
59 60
61
62 63