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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
API
1601
Asset Planning Inc
California
$51.4K +$508 +11 +0.9%
BAM
1602
Bellevue Asset Management
Washington
$50.3K – – –
T
1603
Transce3nd
Texas
$50.1K -$50.1K -1,085 -48%
CWC
1604
Carolinas Wealth Consulting
North Carolina
$49.2K -$59.9K -1,299 -53%
KSB
1605
Kennebec Savings Bank
Maine
$48.9K – – –
CAM
1606
Costello Asset Management
Pennsylvania
$48.6K +$7.01K +152 +15%
CFS
1607
Compass Financial Services
Iowa
$48.4K +$9.37K +203 +22%
EI
1608
eCIO Inc
Wisconsin
$47K +$51.4K +1,114 New
AA
1609
Addison Advisors
Vermont
$46.8K -$1.85K -40 -3%
BCM
1610
Blume Capital Management
California
$46.5K – – –
CWM
1611
Compass Wealth Management
Connecticut
$46.4K – – –
BIA
1612
Bell Investment Advisors
California
$46.4K +$92 +2 +0.2%
CB
1613
CNB Bank
Pennsylvania
$45.7K -$3.41K -74 -6%
RI
1614
Ridgewood Investments
New Jersey
$45.6K – – –
TIM
1615
Tortoise Investment Management
New York
$45K – – –
RWM
1616
Rialto Wealth Management
New York
$44.7K +$16.8K +365 +53%
OWA
1617
Opal Wealth Advisors
New York
$44.3K +$48.4K +1,050 New
RFG
1618
REAP Financial Group
Texas
$44.2K +$18.7K +405 +63%
HDIM
1619
Hanson & Doremus Investment Management
Vermont
$44K – – –
DI
1620
DAGCO Inc
Ohio
$43.7K +$47.8K +1,036 New
KB
1621
Kimelman & Baird
New York
$42.2K – – –
OW
1622
Olistico Wealth
Oklahoma
$42.2K – – –
SGC
1623
Slocum, Gordon & Co
Rhode Island
$42.2K – – –
MAM
1624
Meeder Asset Management
Ohio
$41.7K +$24.7K +535 +118%
GFPC
1625
Global Financial Private Client
Florida
$40.8K +$969 +21 +2%
63 64
65
66 67