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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1526
Byrne Asset Management
New Jersey
$216K -$48.5K -1,025 -19%
JHC
1527
J. Hagan Capital
Kentucky
$216K – – –
VCM
1528
Versant Capital Management
Arizona
$215K +$11.4K +240 +6%
BAS
1529
Brueske Advisory Services
Washington
$215K +$210K +4,443 New
VPP
1530
Vertex Planning Partners
Illinois
$213K +$209K +4,412 New
WAG
1531
Wheelhouse Advisory Group
Missouri
$213K +$208K +4,403 New
AWM
1532
Ameliora Wealth Management
Switzerland
$213K – – –
ABLA
1533
Alan B. Lancz & Associates
Ohio
$213K +$208K +4,400 New
BWP
1534
Baldwin Wealth Partners
Massachusetts
$213K -$12.5K -264 -6%
CFO
1535
CVA Family Office
Colorado
$212K +$95 +2 +0%
CA
1536
CWC Advisors
Oregon
$212K +$207K +4,377 New
PAA
1537
Peregrine Asset Advisers
Oregon
$210K +$206K +4,347 New
PW
1538
Paladin Wealth
Minnesota
$210K +$205K +4,339 New
BIA
1539
Beacon Investment Advisors
Maryland
$210K +$205K +4,336 New
CT
1540
Clearstead Trust
Maine
$210K -$87.8K -1,857 -30%
AWM
1541
Axxcess Wealth Management
California
$209K +$205K +4,329 New
HIS
1542
Harvest Investment Services
Illinois
$208K -$13.3K -281 -6%
AC
1543
Apella Capital
Connecticut
$208K +$216K +4,558 New
DE
1544
Diversified Enterprises
Delaware
$208K +$204K +4,304 New
EW
1545
Elyxium Wealth
California
$208K +$203K +4,301 New
SAW
1546
Signal Advisors Wealth
Michigan
$207K -$91.5K -1,935 -31%
HNW
1547
High Note Wealth
Minnesota
$206K -$53.2K -1,124 -21%
OL
1548
OneFund LLC
Florida
$206K +$7.42K +157 +4%
JCM
1549
Jacobsen Capital Management
Utah
$205K +$201K +4,242 New
CB
1550
Chris Bulman
California
$205K +$200K +4,239 New
60 61
62
63 64