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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1526
Purus Wealth Management
California
$220K +$1.77K +30 +0.8%
LCM
1527
Lewis Capital Management
California
$220K +$232K +3,916 New
VST
1528
Van Strum & Towne
California
$217K – – –
DWM
1529
Drive Wealth Management
Utah
$217K +$226K +3,824 New
ZIG
1530
Zullo Investment Group
Pennsylvania
$217K +$228K +3,858 New
UCB
1531
United Community Bank
South Carolina
$217K +$228K +3,863 New
TF
1532
Theory Financial
Colorado
$216K +$227K +3,840 New
LSPW
1533
Lake Street Private Wealth
Illinois
$216K +$228K +3,852 New
ACA
1534
Atlas Capital Advisors
Wyoming
$216K – – –
BO
1535
Bank OZK
Arkansas
$215K -$6.62K -112 -3%
FNC
1536
First National Corp
Massachusetts
$215K +$1.12K +19 +0.5%
SMA
1537
Sage Mountain Advisors
Georgia
$215K +$5.56K +94 +3%
NFG
1538
Nadler Financial Group
Illinois
$213K – – –
VIM
1539
Vista Investment Management
Pennsylvania
$212K +$3.9K +66 +2%
WFS
1540
Weitzel Financial Services
Iowa
$212K – – –
IWN
1541
Independent Wealth Network
Iowa
$211K +$6.74K +114 +3%
GBT
1542
Grove Bank & Trust
Florida
$211K +$22.1K +373 +11%
SWA
1543
Sutton Wealth Advisors
Florida
$209K – – –
NSB
1544
Norway Savings Bank
Maine
$209K -$69.4K -1,173 -24%
CTI
1545
Community Trust & Investment
Kentucky
$209K – – –
IWM
1546
IHT Wealth Management
Illinois
$209K +$2.13K +36 +1%
CFN
1547
Cordasco Financial Network
Florida
$209K +$4.55K +77 +2%
MM
1548
MQS Management
New York
$208K +$219K +3,699 New
FIM
1549
Freedom Investment Management
Connecticut
$207K -$48.8K -825 -18%
KMC
1550
Kirr Marbach & Co
Indiana
$207K – – –
60 61
62
63 64