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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1576
KB Financial Partners
New Jersey
$120K -$20.4K -355 -14%
CWM
1577
CarsonAllaria Wealth Management
Illinois
$119K +$92.2K +1,605 +252%
CAC
1578
Core Alternative Capital
Georgia
$118K -$3.57M -62,108 -97%
DHGWA
1579
Dixon Hughes Goodman Wealth Advisors
North Carolina
$117K +$41.2K +717 +48%
FMP
1580
Financial Management Professionals
Texas
$117K +$105K +1,829 +488%
RP
1581
Rowlandmiller & Partners
Georgia
$114K +$460 +8 +0.4%
CFO
1582
CVA Family Office
Colorado
$113K -$11.8K -205 -9%
FF
1583
FourThought Financial
Florida
$109K – – –
AWA
1584
Aaron Wealth Advisors
Illinois
$109K +$118K +2,047 New
O
1585
Ossiam
France
$108K +$111K +1,934 +1,934%
FFWM
1586
Future Financial Wealth Management
Ohio
$107K -$5.06K -88 -4%
TAIM
1587
TD Ameritrade Investment Management
Nebraska
$107K +$32.7K +569 +40%
BCM
1588
Blume Capital Management
California
$106K – – –
AG
1589
AIA Group
Hong Kong
$105K +$38.7K +674 +52%
LFG
1590
Larson Financial Group
Missouri
$101K +$3.1K +54 +3%
WR
1591
WD Rutherford
Oregon
$99K – – –
COCM
1592
Charter Oak Capital Management
New Hampshire
$97K – – –
KFI
1593
Key Financial Inc
Pennsylvania
$97K – – –
RCG
1594
Rock Creek Group
District of Columbia
$97K +$44.1K +768 +72%
LSA
1595
Leonteq Securities AG
Switzerland
$93.4K -$659K -11,469 -87%
WBC
1596
West Branch Capital
Massachusetts
$91K – – –
DWMG
1597
DB Wealth Management Group
California
$90K – – –
UIA
1598
Ulland Investment Advisors
Minnesota
$90K – – –
SAM
1599
Strategic Asset Management
Minnesota
$85K – – –
JGIA
1600
Jackson Grant Investment Advisers
Connecticut
$85K +$91.9K +1,600 New
62 63
64
65 66