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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1501
BOK Financial Private Wealth
Colorado
$15K – – –
BAAM
1502
Baker Avenue Asset Management
California
$14.6K +$485 +15 +4%
TCPG
1503
Trivant Custom Portfolio Group
California
$14.2K -$1.1M -34,010 -99%
YAL
1504
Your Advocates Ltd
Texas
$14.2K +$13.9K +430 New
HFM
1505
Harvest Fund Management
China
$14K -$58.9K -1,821 -82%
CAC
1506
Certified Advisory Corp
Florida
$14K +$97 +3 +0.7%
GWSG
1507
GPS Wealth Strategies Group
Colorado
$13.5K +$4.88K +151 +58%
PA
1508
PSI Advisors
Florida
$13.5K +$12.9K +400 +4,000%
ACM
1509
Antonetti Capital Management
Florida
$13.2K – – –
CHA
1510
Carmichael Hill & Associates
Maryland
$13.2K – – –
TSWM
1511
Tyler-Stone Wealth Management
Ohio
$13K +$12.9K +398 New
PSB
1512
Piscataqua Savings Bank
New Hampshire
$12.6K -$1.58K -49 -11%
SFG
1513
Steward Financial Group
Texas
$12K +$12.5K +388 New
AFG
1514
Albion Financial Group
Utah
$11.9K +$905 +28 +8%
GJIA
1515
Glass Jacobson Investment Advisors
Maryland
$10.7K +$10.4K +323 New
CT
1516
Clearstead Trust
Maine
$10.6K +$1.42K +44 +16%
TC
1517
Trust Company
Kansas
$10.4K -$9.7K -300 -49%
AFS
1518
Annapolis Financial Services
Maryland
$10.1K – – –
TSW
1519
Thompson Siegel & Walmsley
Virginia
$10K – – –
SIS
1520
Strategic Investment Solutions
Illinois
$9.95K +$10.5K +326 New
BC
1521
Barrett & Company
Rhode Island
$9.91K – – –
BLC
1522
Brown, Lisle/Cummings
Rhode Island
$9.91K – – –
NECFA
1523
New England Capital Financial Advisors
Connecticut
$9.91K +$9.7K +300 New
PWMG
1524
Prestige Wealth Management Group
New Jersey
$9.71K +$356 +11 +4%
WTA
1525
Washington Trust Advisors
Massachusetts
$9.62K – – –
59 60
61
62 63