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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACGA
1501
Atlanta Consulting Group Advisors
Georgia
$271K +$29.2K +593 +13%
FFO
1502
Fortitude Family Office
Arizona
$271K -$10.2K -207 -4%
VWM
1503
VanWeelden Wealth Management
Ohio
$270K – – –
SWM
1504
Sculati Wealth Management
Michigan
$270K -$51.8K -1,053 -17%
FMTC
1505
Farmers & Merchants Trust Company
California
$270K -$5.61K -114 -2%
EWA
1506
Encompass Wealth Advisors
Oregon
$269K – – –
FFA
1507
Fi3 Financial Advisors
Indiana
$267K +$244K +4,958 New
SB
1508
Strategic Blueprint
Georgia
$267K -$39.3K -798 -14%
BFP
1509
Birchwood Financial Partners
Minnesota
$267K +$246K +5,000 New
CWP
1510
Core Wealth Partners
California
$267K – – –
HCA
1511
Hyperion Capital Advisors
New York
$267K – – –
FWM
1512
Focused Wealth Management
New York
$266K +$394 +8 +0.2%
WWC
1513
Waypoint Wealth Counsel
Georgia
$265K +$244K +4,961 New
JTWM
1514
Jackson Thornton Wealth Management
Alabama
$264K +$232K +4,708 New
OAS
1515
Optivise Advisory Services
Tennessee
$264K +$243K +4,946 New
MCM
1516
McRae Capital Management
New Jersey
$263K -$3.69K -75 -2%
MA
1517
MJP Associates
Connecticut
$262K +$21.1K +429 +10%
TCM
1518
TruNorth Capital Management
Michigan
$262K +$9.64K +196 +4%
TSWM
1519
Triangle Securities Wealth Management
North Carolina
$262K -$14.5K -294 -6%
TAM
1520
Tucker Asset Management
Colorado
$262K -$18.9K -385 -7%
IQI
1521
Integrated Quantitative Investments
Washington
$261K – – –
SFS
1522
Sunrise Financial Services
Washington
$261K +$241K +4,892 New
MA
1523
MKT Advisors
California
$260K -$5.07K -103 -2%
SCA
1524
Sippican Capital Advisors
Massachusetts
$259K – – –
CPWA
1525
Cerro Pacific Wealth Advisors
California
$258K -$10.7K -217 -4%
59 60
61
62 63