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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1651
Cribstone Capital Management
Maine
$63K – – –
OIS
1652
Okabena Investment Services
Minnesota
$62K +$64.8K +1,096 New
RCG
1653
Rock Creek Group
District of Columbia
$60K -$23.5K -398 -27%
RWM
1654
Raffa Wealth Management
District of Columbia
$59.8K – – –
EBA
1655
Eagle Bay Advisors
New York
$59K +$1.89K +32 +3%
CF
1656
Concorde Financial
Texas
$59K +$59.9K +1,012 New
BWP
1657
Baldwin Wealth Partners
Massachusetts
$57K – – –
BIA
1658
Bell Investment Advisors
California
$57K +$13.8K +234 +30%
CA
1659
Crewe Advisors
Utah
$57K +$59.7K +1,010 New
CAM
1660
Costello Asset Management
Pennsylvania
$56K – – –
PCFFS
1661
Pacific Center for Financial Services
California
$55K – – –
OF
1662
Outfitter Financial
Maine
$55K +$57.7K +975 New
CA
1663
Cornerstone Advisory
Maryland
$54K +$57.1K +966 New
WWM
1664
Wolff Wiese Magana
California
$53K -$1.48K -25 -3%
FA
1665
Financial Avengers
California
$52K +$414 +7 +0.8%
TSWM
1666
Tyler-Stone Wealth Management
Ohio
$51K +$53.4K +903 New
FRA
1667
Front Row Advisors
California
$50K – – –
SMG
1668
Spectrum Management Group
Indiana
$50K – – –
MHR
1669
Matthew Hamilton Rosenberg
$49K – – –
PWMG
1670
Prestige Wealth Management Group
New Jersey
$49K – – –
C
1671
Covestor
United Kingdom
$49K +$51.8K +876 New
WAM
1672
WFA Asset Management
Wisconsin
$47.4K +$49.9K +844 New
CCC
1673
Crescent Capital Consulting
Louisiana
$47K – – –
JWA
1674
JFS Wealth Advisors
Pennsylvania
$47K +$6.03K +102 +14%
EPM
1675
Equitec Proprietary Markets
Illinois
$46K +$48.3K +816 New
65 66
67
68 69