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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1501
Washington Trust
Rhode Island
$51K +$4.63K +100 +9%
HDIM
1502
Hanson & Doremus Investment Management
Vermont
$50K – – –
DFCM
1503
Dark Forest Capital Management
Puerto Rico
$50K +$57.7K +1,247 New
TFS
1504
TrustCore Financial Services
Tennessee
$49K – – –
NIM
1505
NuWave Investment Management
New Jersey
$49K +$56.4K +1,219 New
MSFP
1506
Mark Sheptoff Financial Planning
Connecticut
$48K – – –
BAM
1507
Bellevue Asset Management
Washington
$47K +$231 +5 +0.4%
VCM
1508
Versant Capital Management
Arizona
$46K – – –
LS
1509
Livforsakringsbolaget Skandia
Sweden
$45K -$213K -4,600 -81%
CG
1510
Cutler Group
California
$44K -$197K -4,251 -79%
SIS
1511
Sound Income Strategies
Florida
$44K +$18.9K +409 +60%
MCM
1512
MV Capital Management
Maryland
$43K +$12K +259 +32%
RWM
1513
Raffa Wealth Management
District of Columbia
$42.9K – – –
CFO
1514
CVA Family Office
Colorado
$42K -$85.6K -1,850 -64%
PMFA
1515
Plante Moran Financial Advisors
Michigan
$42K -$27K -584 -36%
CWA
1516
Clearview Wealth Advisors
Oregon
$42K -$7.26K -157 -13%
BWP
1517
Baldwin Wealth Partners
Massachusetts
$41K – – –
CF
1518
Concorde Financial
Texas
$41K +$46.8K +1,012 New
AJ
1519
Ashburton (Jersey)
Jersey
$40K -$1.1M -23,681 -96%
CAM
1520
Costello Asset Management
Pennsylvania
$40K – – –
PCFFS
1521
Pacific Center for Financial Services
California
$40K – – –
WWM
1522
Wolff Wiese Magana
California
$37K -$46 -1 -0.1%
TSWM
1523
Tyler-Stone Wealth Management
Ohio
$37K – – –
CCM
1524
Cribstone Capital Management
Maine
$36K -$8.61K -186 -17%
BIA
1525
Bell Investment Advisors
California
$36K -$3.89K -84 -9%
59 60
61
62 63