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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1601
Gold Investment Management
Alberta, Canada
$20.1K – – –
GA
1602
GoalVest Advisory
New York
$20.1K +$4.35K +103 +30%
CIR
1603
Clear Investment Research
Georgia
$20K +$211 +5 +1%
CNBTD
1604
Citizens National Bank Trust Department
Mississippi
$19.8K +$18.7K +444 New
WWP
1605
WR Wealth Planners
Missouri
$19.5K +$18.4K +437 New
BWM
1606
BKM Wealth Management
Wisconsin
$18.5K -$7.76K -184 -31%
RWPA
1607
Richard W. Paul & Associates
Michigan
$18.1K +$1.65K +39 +11%
DPW
1608
DiNuzzo Private Wealth
Pennsylvania
$17.7K – – –
CPG
1609
Cornerstone Planning Group
New Jersey
$17.5K -$4.77K -113 -21%
CA
1610
CoreCap Advisors
Michigan
$17.4K +$16.4K +389 New
OP
1611
ORG Partners
Indiana
$16.7K -$30K -710 -65%
RFG
1612
REAP Financial Group
Texas
$16.5K -$88.9K -2,107 -85%
TCG
1613
Transcendent Capital Group
Oklahoma
$16.3K +$15.4K +365 New
AFG
1614
Albion Financial Group
Utah
$16.1K – – –
FG
1615
Fairman Group
Pennsylvania
$16K +$169 +4 +1%
GWSA
1616
Global Wealth Strategies & Associates
Colorado
$15.8K +$4.22K +100 +40%
HCP
1617
Hexagon Capital Partners
Arkansas
$15K -$3.75K -89 -21%
SR
1618
Syntax Research
Florida
$14.6K – – –
CT
1619
Clearstead Trust
Maine
$14.5K +$10.4K +246 +315%
MWM
1620
Mascoma Wealth Management
New Hampshire
$14.3K – – –
CIA
1621
Cape Investment Advisory
Georgia
$14.3K +$8.82K +209 +190%
BCMLT
1622
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.2K +$1.86K +44 +16%
TC
1623
Trust Company
Kansas
$14.1K – – –
NECFA
1624
New England Capital Financial Advisors
Connecticut
$14K +$127 +3 +1%
MBFW
1625
Morton Brown Family Wealth
Pennsylvania
$14K +$169 +4 +1%
63 64
65
66 67