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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1501
Integrated Wealth Concepts
Massachusetts
$228K -$12.8K -216 -5%
T
1502
TOBAM
France
$228K – – –
SIC
1503
Sigma Investment Counselors
Michigan
$228K +$5.68K +96 +2%
WFA
1504
WestHill Financial Advisors
California
$228K +$240K +4,051 New
UWPG
1505
Ullmann Wealth Partners Group
Florida
$227K – – –
MSA
1506
Marino Stram & Associates
Massachusetts
$226K – – –
ECG
1507
Edge Capital Group
Georgia
$225K – – –
HAIM
1508
Hunter Associates Investment Management
Pennsylvania
$225K – – –
TI
1509
Truehand Inc
New Hampshire
$225K – – –
RIG
1510
Roosevelt Investment Group
New York
$225K +$17.7K +299 +8%
EC
1511
Enhancing Capital
Pennsylvania
$225K +$237K +4,000 New
SFS
1512
Security Financial Services
Indiana
$225K +$237K +4,000 New
MIC
1513
Meridian Investment Counsel
California
$224K – – –
LOAMS
1514
Lombard Odier Asset Management (Switzerland)
Switzerland
$224K +$236K +3,991 New
NFG
1515
Nations Financial Group
Iowa
$223K -$9.4K -159 -4%
CCM
1516
Compton Capital Management
Rhode Island
$223K +$235K +3,966 New
HS
1517
Horan Securities
United States
$223K +$235K +3,973 New
QP
1518
Quilter Plc
United Kingdom
$222K -$569K -9,624 -71%
BW
1519
Bison Wealth
Georgia
$222K -$111K -1,880 -32%
BO
1520
BRR OpCo
Ohio
$222K -$27K -457 -10%
SFA
1521
Souders Financial Advisors
Ohio
$222K -$10.5K -177 -4%
IWP
1522
Innova Wealth Partners
Pennsylvania
$222K -$887 -15 -0.4%
GWS
1523
Glassman Wealth Services
Virginia
$222K +$179K +3,023 +328%
WB
1524
West Bancorporation
Iowa
$222K +$234K +3,952 New
JIP
1525
Jaffetilchin Investment Partners
Florida
$221K +$13.4K +226 +6%
59 60
61
62 63