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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1626
Destiny Wealth Partners
Florida
$83K – – –
DHGWA
1627
Dixon Hughes Goodman Wealth Advisors
North Carolina
$83K +$87.8K +1,484 New
HCM
1628
Highlander Capital Management
New Jersey
$81K -$76.9K -1,300 -47%
TAIM
1629
TD Ameritrade Investment Management
Nebraska
$81K +$80.8K +1,366 +1,897%
CMA
1630
Cedar Mountain Advisors
Oregon
$80K +$118 +2 +0.1%
HFS
1631
HBC Financial Services
Washington
$79K – – –
TIM
1632
Tortoise Investment Management
New York
$79K +$7.87K +133 +10%
SC
1633
Sierra Capital
Florida
$77K +$4.91K +83 +6%
CWA
1634
Clearview Wealth Advisors
Oregon
$74K -$97.8K -1,653 -56%
AG
1635
AIA Group
Hong Kong
$73K -$247K -4,168 -76%
CFCI
1636
Comprehensive Financial Consultants Institutional
Indiana
$72K +$75.1K +1,270 New
BBPWM
1637
Blue Bell Private Wealth Management
Pennsylvania
$72K +$76.3K +1,290 New
TAM
1638
Tucker Asset Management
Colorado
$71.8K +$15.1K +255 +25%
HDIM
1639
Hanson & Doremus Investment Management
Vermont
$70K – – –
APP
1640
Alpha Paradigm Partners
Illinois
$69K +$73K +1,234 New
AWA
1641
Amplius Wealth Advisors
Pennsylvania
$68K +$71.9K +1,215 New
WT
1642
Washington Trust
Rhode Island
$66K -$115K -1,940 -62%
PCTC
1643
Perkins Coie Trust Company
Washington
$65K -$1.47M -24,804 -96%
CWS
1644
Confluence Wealth Services
Pennsylvania
$65K +$68.7K +1,161 New
BAM
1645
Bellevue Asset Management
Washington
$63K – – –
CCM
1646
Cribstone Capital Management
Maine
$63K – – –
OIS
1647
Okabena Investment Services
Minnesota
$62K +$64.8K +1,096 New
RCG
1648
Rock Creek Group
District of Columbia
$60K -$23.5K -398 -27%
RWM
1649
Raffa Wealth Management
District of Columbia
$59.8K – – –
EBA
1650
Eagle Bay Advisors
New York
$59K +$1.89K +32 +3%
64 65
66
67 68