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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
1501
Hunter Associates Investment Management
Pennsylvania
$213K – – –
RIG
1502
Roosevelt Investment Group
New York
$213K – – –
SFS
1503
Security Financial Services
Indiana
$213K – – –
FPWM
1504
FSB Premier Wealth Management
Iowa
$213K +$7.53K +131 +3%
IWC
1505
Integrated Wealth Concepts
Massachusetts
$212K -$3.91K -68 -2%
MIC
1506
Meridian Investment Counsel
California
$212K – – –
RGC
1507
Roberts, Glore & Co
Illinois
$211K -$5.75K -100 -2%
CCM
1508
Compton Capital Management
Rhode Island
$211K – – –
HS
1509
Horan Securities
United States
$211K – – –
NFG
1510
Nations Financial Group
Iowa
$211K +$575 +10 +0.3%
MA
1511
MCF Advisors
Kentucky
$211K +$228K +3,963 New
SDWMA
1512
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K +$228K +3,969 New
SIC
1513
Sigma Investment Counselors
Michigan
$210K -$5.52K -96 -2%
BO
1514
BRR OpCo
Ohio
$210K – – –
IWP
1515
Innova Wealth Partners
Pennsylvania
$210K – – –
PWM
1516
Purus Wealth Management
California
$210K +$1.78K +31 +0.8%
LSPW
1517
Lake Street Private Wealth
Illinois
$209K +$4.48K +78 +2%
CFN
1518
Cordasco Financial Network
Florida
$209K +$11.8K +206 +6%
LCM
1519
Lewis Capital Management
California
$208K – – –
SFA
1520
Souders Financial Advisors
Ohio
$206K -$4.83K -84 -2%
QP
1521
Quilter Plc
United Kingdom
$206K – – –
ZIG
1522
Zullo Investment Group
Pennsylvania
$206K +$690 +12 +0.3%
VST
1523
Van Strum & Towne
California
$205K – – –
ACA
1524
Atlas Capital Advisors
Wyoming
$204K – – –
QC
1525
Quadrature Capital
United Kingdom
$204K -$3.33M -57,932 -94%
59 60
61
62 63