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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1601
Planning Alternatives
Michigan
$252K +$234K +4,175 New
JCM
1602
Jacobsen Capital Management
Utah
$252K – – –
VBFP
1603
Valtinson Bruner Financial Planning
Minnesota
$252K – – –
WAL
1604
W Advisors LLC
Tennessee
$251K – – –
SEP
1605
Southland Equity Partners
Missouri
$250K +$10.3K +183 +5%
CHC
1606
City Holding Co
West Virginia
$249K -$7K -125 -3%
NFG
1607
Nadler Financial Group
Illinois
$248K +$230K +4,104 New
PMSA
1608
Patrick M. Sweeney & Associates
Illinois
$248K – – –
IVP
1609
Intrinsic Value Partners
Arizona
$247K – – –
SDWIA
1610
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$247K – – –
LAS
1611
Lloyd Advisory Services
Georgia
$247K +$229K +4,078 +31,369%
B
1612
BetterWealth
California
$247K +$168 +3 +0.1%
TP
1613
TritonPoint Partners
Maryland
$247K -$52.8K -943 -19%
AWAU
1614
Alliance Wealth Advisors (Utah)
Utah
$245K -$29.8K -531 -12%
PPWM
1615
Paragon Private Wealth Management
Kentucky
$244K -$1.79K -32 -0.8%
VAF
1616
Values Added Financial
District of Columbia
$244K -$4.71K -84 -2%
CFGSD
1617
Compass Financial Group (South Dakota)
South Dakota
$244K +$1.01K +18 +0.4%
FCG
1618
Fielder Capital Group
Tennessee
$244K +$1.51K +27 +0.7%
MFS
1619
Mirabella Financial Services
United Kingdom
$243K -$453K -8,078 -67%
ITIM
1620
Indiana Trust & Investment Management
Indiana
$243K – – –
WG
1621
Welch Group
Alabama
$242K -$20.2K -360 -8%
CA
1622
Carson Advisory
Georgia
$242K +$728 +13 +0.3%
EC
1623
Enhancing Capital
Pennsylvania
$242K – – –
CA
1624
CV Advisors
Florida
$242K +$224K +4,000 New
OAM
1625
Occidental Asset Management
California
$240K -$560 -10 -0.3%
63 64
65
66 67