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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1601
Prosperitas Financial
California
$255K +$236K +4,215 New
RK
1602
Rather & Kittrell
Tennessee
$255K +$6.11K +109 +3%
SIC
1603
Sigma Investment Counselors
Michigan
$254K +$236K +4,209 New
WC
1604
Westhampton Capital
North Carolina
$254K – – –
BWM
1605
Bernicke Wealth Management
Wisconsin
$253K – – –
CA
1606
CWC Advisors
Oregon
$253K -$10.6K -189 -4%
MIC
1607
Meridian Investment Counsel
California
$253K – – –
TWM
1608
Trueblood Wealth Management
Ohio
$253K +$6.39K +114 +3%
SIAG
1609
Safeguard Investment Advisory Group
California
$252K +$504 +9 +0.2%
MC
1610
Matisse Capital
Oregon
$252K -$1.18K -21 -0.5%
PA
1611
Planning Alternatives
Michigan
$252K +$234K +4,175 New
JCM
1612
Jacobsen Capital Management
Utah
$252K – – –
VBFP
1613
Valtinson Bruner Financial Planning
Minnesota
$252K – – –
WAL
1614
W Advisors LLC
Tennessee
$251K – – –
SEP
1615
Southland Equity Partners
Missouri
$250K +$10.3K +183 +5%
CHC
1616
City Holding Co
West Virginia
$249K -$7K -125 -3%
CTWM
1617
Cherry Tree Wealth Management
Minnesota
$249K -$260K -4,645 -53%
NFG
1618
Nadler Financial Group
Illinois
$248K +$230K +4,104 New
PMSA
1619
Patrick M. Sweeney & Associates
Illinois
$248K – – –
IVP
1620
Intrinsic Value Partners
Arizona
$247K – – –
SDWIA
1621
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$247K – – –
LAS
1622
Lloyd Advisory Services
Georgia
$247K +$229K +4,078 +31,369%
B
1623
BetterWealth
California
$247K +$168 +3 +0.1%
TP
1624
TritonPoint Partners
Maryland
$247K -$52.8K -943 -19%
AWAU
1625
Alliance Wealth Advisors (Utah)
Utah
$245K -$29.8K -531 -12%
63 64
65
66 67