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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1551
AGH Wealth Advisors
Kansas
$245K -$31.6K -643 -12%
LWL
1552
Leo Wealth LLC
Texas
$245K +$226K +4,590 New
NFG
1553
Nations Financial Group
Iowa
$244K +$21.2K +432 +10%
PCM
1554
Pointe Capital Management
Michigan
$244K – – –
BFG
1555
Beacon Financial Group
Texas
$243K +$17.4K +353 +8%
CA
1556
COFG Advisors
Illinois
$243K +$224K +4,552 New
OPWM
1557
Oxinas Partners Wealth Management
Indiana
$243K -$4.92K -100 -2%
DWA
1558
Douglass Winthrop Advisors
New York
$242K +$224K +4,544 New
KAM
1559
Knightsbridge Asset Management
California
$242K +$223K +4,542 New
AWA
1560
A4 Wealth Advisors
North Carolina
$242K -$83.9K -1,706 -27%
SWM
1561
Sterling Wealth Management
Illinois
$242K +$223K +4,532 New
CFA
1562
CWS Financial Advisors
Michigan
$242K +$223K +4,529 New
WAG
1563
Wheelhouse Advisory Group
Missouri
$241K +$2.02K +41 +0.9%
AI
1564
Arrien Investments
Idaho
$241K – – –
OWA
1565
Octavia Wealth Advisors
Ohio
$241K -$29.8K -606 -12%
FC
1566
Fjell Capital
North Dakota
$240K – – –
OL
1567
OneFund LLC
Florida
$240K +$12.2K +248 +6%
PFA
1568
Portland Financial Advisors
New York
$240K – – –
BWM
1569
Bernicke Wealth Management
Wisconsin
$240K +$221K +4,491 New
WPW
1570
Waldron Private Wealth
Pennsylvania
$239K – – –
CAAS
1571
Capital Asset Advisory Services
Michigan
$239K +$210K +4,267 New
BAM
1572
Byrne Asset Management
New Jersey
$239K – – –
CH
1573
Cromwell Holdings
Wyoming
$238K – – –
JHC
1574
J. Hagan Capital
Kentucky
$238K – – –
UAML
1575
US Asset Management LLC
Pennsylvania
$238K -$2.16K -44 -1%
61 62
63
64 65