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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1551
Arrien Investments
Idaho
$235K – – –
APC
1552
Aspire Private Capital
North Carolina
$235K +$248K +4,514 New
BW
1553
Blalock Williams
Alabama
$235K +$23.8K +434 +11%
FC
1554
Fjell Capital
North Dakota
$234K – – –
PFA
1555
Portland Financial Advisors
New York
$234K – – –
RA
1556
Rise Advisors
New York
$233K -$60.1K -1,094 -20%
RPGK
1557
Retirement Planning Group (Kansas)
Kansas
$233K +$20.8K +379 +9%
RPC
1558
Royal Palms Capital
Montana
$233K +$246K +4,475 New
CH
1559
Cromwell Holdings
Wyoming
$232K – – –
VPF
1560
Vantage Point Financial
Illinois
$232K +$15.7K +285 +7%
BAM
1561
Byrne Asset Management
New Jersey
$231K -$1.37K -25 -0.6%
CWA
1562
Canvas Wealth Advisors
Kansas
$231K +$242K +4,400 New
VFG
1563
Victory Financial Group
Texas
$231K +$19K +346 +8%
BAM
1564
Blueshift Asset Management
New Jersey
$230K +$243K +4,429 New
RMC
1565
Resources Management Corp
Connecticut
$230K +$16.4K +298 +7%
WAG
1566
Wheelhouse Advisory Group
Missouri
$229K -$1.98K -36 -0.8%
UAML
1567
US Asset Management LLC
Pennsylvania
$229K -$3.13K -57 -1%
AWM
1568
Ameliora Wealth Management
Switzerland
$229K – – –
GWM
1569
GSB Wealth Management
Connecticut
$228K +$1.65K +30 +0.7%
CA
1570
CWC Advisors
Oregon
$228K – – –
WG
1571
Welch Group
Alabama
$227K – – –
GM
1572
GeoWealth Management
Illinois
$227K +$32.6K +594 +16%
CA
1573
Cornerstone Advisory
Maryland
$226K +$4.56K +83 +2%
BFG
1574
Beacon Financial Group
Texas
$226K -$12K -218 -5%
MFC
1575
Mechanics Financial Corp
Ohio
$226K – – –
61 62
63
64 65