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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
1601
Safeguard Investment Advisory Group
California
$217K +$13.4K +244 +6%
JCM
1602
Jacobsen Capital Management
Utah
$217K – – –
VBFP
1603
Valtinson Bruner Financial Planning
Minnesota
$217K +$6.43K +117 +3%
WAL
1604
W Advisors LLC
Tennessee
$217K +$604 +11 +0.3%
OAS
1605
Optivise Advisory Services
Tennessee
$215K -$44.4K -808 -16%
VAF
1606
Values Added Financial
District of Columbia
$215K -$5.71K -104 -2%
SFG
1607
SevenBridge Financial Group
Pennsylvania
$214K -$3.35K -61 -2%
RK
1608
Rather & Kittrell
Tennessee
$213K +$3.74K +68 +2%
PMSA
1609
Patrick M. Sweeney & Associates
Illinois
$213K – – –
MAWA
1610
Moss Adams Wealth Advisors
Washington
$213K +$223K +4,061 New
CB
1611
Chris Bulman
California
$213K -$2.64K -48 -1%
IVP
1612
Intrinsic Value Partners
Arizona
$213K -$29.4K -535 -12%
SDWIA
1613
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$213K – – –
JWS
1614
Juncture Wealth Strategies
Arizona
$213K +$2.75K +50 +1%
B
1615
BetterWealth
California
$213K – – –
CA
1616
Calton & Associates
Florida
$212K -$34.9K -636 -13%
PPWM
1617
Paragon Private Wealth Management
Kentucky
$212K +$385 +7 +0.2%
CCMI
1618
Creative Capital Management Investments
California
$212K – – –
FWI
1619
Facet Wealth Inc
Maryland
$212K +$7.58K +138 +4%
TWM
1620
Trueblood Wealth Management
Ohio
$212K +$5.71K +104 +3%
FBT
1621
First Bankers Trust
Kentucky
$212K -$5K -91 -2%
SFG
1622
Seamount Financial Group
Colorado
$211K – – –
FFM
1623
Forum Financial Management
Illinois
$210K -$1.29M -23,464 -85%
OL
1624
Optas LLC
Texas
$210K -$18.5K -337 -8%
ITIM
1625
Indiana Trust & Investment Management
Indiana
$209K – – –
63 64
65
66 67