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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1626
SJS Investment Consulting
Ohio
$3K +$3.1K +67 New
MBFW
1627
Morton Brown Family Wealth
Pennsylvania
$3K +$3.89K +84 New
ACM
1628
Absolute Capital Management
Pennsylvania
$2.51K +$2.82K +61 New
DI
1629
Disciplined Investments
Oklahoma
$2K -$18K -388 -89%
SC
1630
Schubert & Co
Texas
$2K -$1.67K -36 -41%
TFGT
1631
TS Financial Group (TSFG)
Illinois
$2K -$1.57K -34 -38%
TFM
1632
TFC Financial Management
Massachusetts
$2K – – –
HFM
1633
Harvest Fund Management
China
$2K +$2.78K +60 New
AWA
1634
Artemis Wealth Advisors
New York
$1.98K – – –
FSWA
1635
Financial Synergies Wealth Advisors
Texas
$1.57K – – –
FGAM
1636
Financial Gravity Asset Management
Texas
$1.06K -$8.14K -176 -24%
PWP
1637
Principle Wealth Partners
Connecticut
$1.04K +$148K +3,205 +14%
CP
1638
Castleview Partners
Texas
$1K -$21.6K -467 -97%
LF
1639
Lee Financial
Texas
$1K -$6.2K -134 -74%
BC
1640
Burleson & Co
California
$1K – – –
LWP
1641
Laurel Wealth Planning
Minnesota
$1K – – –
ME
1642
McIlrath & Eck
Washington
$1K – – –
CPFP
1643
Clear Perspectives Financial Planning
Ohio
$1K +$1.25K +27 New
MOS
1644
MGO One Seven
Ohio
$871 +$115K +2,489 +13%
HWP
1645
Highline Wealth Partners
California
$484 +$555 +12 New
WIM
1646
Westside Investment Management
California
$19 -$5.46K -118 -20%
JMF
1647
Johnson Midwest Financial
Iowa
$11 +$139 +3 +1%
ACM
1648
Atlanta Capital Management
Georgia
– -$71.8M -1,560,972 Closed
PGF
1649
Pelham Global Financials
United Kingdom
– -$13.5M -292,484 Closed
OAC
1650
OMERS Administration Corp
Ontario, Canada
– -$12.7M -276,848 Closed
64 65
66
67 68