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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1501
Blue Bell Private Wealth Management
Pennsylvania
$53K – – –
OCM
1502
Osterweis Capital Management
California
$53K +$60.6K +1,309 New
DWP
1503
Destiny Wealth Partners
Florida
$52K – – –
TIM
1504
Tortoise Investment Management
New York
$51K -$2.82K -61 -5%
TC
1505
Trust Company
Kansas
$51K – – –
WT
1506
Washington Trust
Rhode Island
$51K +$4.63K +100 +9%
HDIM
1507
Hanson & Doremus Investment Management
Vermont
$50K – – –
DFCM
1508
Dark Forest Capital Management
Puerto Rico
$50K +$57.7K +1,247 New
TFS
1509
TrustCore Financial Services
Tennessee
$49K – – –
NIM
1510
NuWave Investment Management
New Jersey
$49K +$56.4K +1,219 New
MSFP
1511
Mark Sheptoff Financial Planning
Connecticut
$48K – – –
BAM
1512
Bellevue Asset Management
Washington
$47K +$231 +5 +0.4%
VCM
1513
Versant Capital Management
Arizona
$46K – – –
LS
1514
Livforsakringsbolaget Skandia
Sweden
$45K -$213K -4,600 -81%
CG
1515
Cutler Group
California
$44K -$197K -4,251 -79%
SIS
1516
Sound Income Strategies
Florida
$44K +$18.9K +409 +60%
MCM
1517
MV Capital Management
Maryland
$43K +$12K +259 +32%
RWM
1518
Raffa Wealth Management
District of Columbia
$42.9K – – –
CFO
1519
CVA Family Office
Colorado
$42K -$85.6K -1,850 -64%
PMFA
1520
Plante Moran Financial Advisors
Michigan
$42K -$27K -584 -36%
CWA
1521
Clearview Wealth Advisors
Oregon
$42K -$7.26K -157 -13%
BWP
1522
Baldwin Wealth Partners
Massachusetts
$41K – – –
CF
1523
Concorde Financial
Texas
$41K +$46.8K +1,012 New
AJ
1524
Ashburton (Jersey)
Jersey
$40K -$1.1M -23,681 -96%
CAM
1525
Costello Asset Management
Pennsylvania
$40K – – –
59 60
61
62 63