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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1501
FSM Wealth Advisors
Ohio
$214K +$188K +4,470 New
OWCM
1502
One Wealth Capital Management
Arizona
$213K -$14.7K -349 -7%
BFIM
1503
Beese Fulmer Investment Management
Ohio
$212K +$197K +4,689 New
WF
1504
Wayfinding Financial
Washington
$212K +$13.6K +324 +7%
MIM
1505
Moseley Investment Management
Florida
$212K -$30.6K -728 -13%
CNBT
1506
Canandaigua National Bank & Trust
New York
$212K -$91.8K -2,183 -32%
USCWA
1507
U.S. Capital Wealth Advisors
Texas
$212K +$197K +4,675 New
BWP
1508
Baldwin Wealth Partners
Massachusetts
$211K -$8.62K -205 -4%
BWM
1509
Birchcreek Wealth Management
Ohio
$211K +$196K +4,659 New
SMWM
1510
Silvia McColl Wealth Management
California
$209K +$195K +4,627 New
MSE
1511
MUFG Securities EMEA
United Kingdom
$208K +$194K +4,604 New
NFG
1512
Nations Financial Group
Iowa
$208K +$193K +4,591 New
HIS
1513
Harvest Investment Services
Illinois
$208K +$193K +4,590 New
AI
1514
Arrien Investments
Idaho
$208K +$193K +4,586 New
ASG
1515
Ariston Services Group
California
$207K +$193K +4,582 New
PCM
1516
Pointe Capital Management
Michigan
$207K +$192K +4,573 New
DOA
1517
D'Orazio & Associates
Virginia
$207K -$55.4K -1,317 -22%
CGL
1518
Clarius Group LLC
Washington
$206K -$8.28K -197 -4%
TCB
1519
Texas Capital Bancshares
Texas
$206K +$191K +4,549 New
VAG
1520
VisionPoint Advisory Group
Texas
$205K +$191K +4,540 New
UAML
1521
US Asset Management LLC
Pennsylvania
$205K +$191K +4,538 New
JHC
1522
J. Hagan Capital
Kentucky
$204K +$188K +4,466 New
CCM
1523
Cobler Capital Management
Kansas
$204K +$192K +4,574 New
FC
1524
Fjell Capital
North Dakota
$204K +$189K +4,506 New
PFA
1525
Portland Financial Advisors
New York
$203K +$189K +4,491 New
59 60
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62 63