We are live on ! Find out more
USB icon

US Bancorp
USB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
1601
W Advisors LLC
Tennessee
$217K +$604 +11 +0.3%
OAS
1602
Optivise Advisory Services
Tennessee
$215K -$44.4K -808 -16%
VAF
1603
Values Added Financial
District of Columbia
$215K -$5.71K -104 -2%
SFG
1604
SevenBridge Financial Group
Pennsylvania
$214K -$3.35K -61 -2%
RK
1605
Rather & Kittrell
Tennessee
$213K +$3.74K +68 +2%
PMSA
1606
Patrick M. Sweeney & Associates
Illinois
$213K – – –
MAWA
1607
Moss Adams Wealth Advisors
Washington
$213K +$223K +4,061 New
CB
1608
Chris Bulman
California
$213K -$2.64K -48 -1%
IVP
1609
Intrinsic Value Partners
Arizona
$213K -$29.4K -535 -12%
SDWIA
1610
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$213K – – –
JWS
1611
Juncture Wealth Strategies
Arizona
$213K +$2.75K +50 +1%
B
1612
BetterWealth
California
$213K – – –
CA
1613
Calton & Associates
Florida
$212K -$34.9K -636 -13%
PPWM
1614
Paragon Private Wealth Management
Kentucky
$212K +$385 +7 +0.2%
CCMI
1615
Creative Capital Management Investments
California
$212K – – –
FWI
1616
Facet Wealth Inc
Maryland
$212K +$7.58K +138 +4%
TWM
1617
Trueblood Wealth Management
Ohio
$212K +$5.71K +104 +3%
FBT
1618
First Bankers Trust
Kentucky
$212K -$5K -91 -2%
SFG
1619
Seamount Financial Group
Colorado
$211K – – –
FFM
1620
Forum Financial Management
Illinois
$210K -$1.29M -23,464 -85%
OL
1621
Optas LLC
Texas
$210K -$18.5K -337 -8%
ITIM
1622
Indiana Trust & Investment Management
Indiana
$209K – – –
CFGSD
1623
Compass Financial Group (South Dakota)
South Dakota
$209K +$989 +18 +0.4%
RFP
1624
Root Financial Partners
California
$209K -$294K -5,357 -57%
FCG
1625
Fielder Capital Group
Tennessee
$208K +$220K +4,006 New
63 64
65
66 67