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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1676
Essential Partners
California
$43K +$2.08K +44 +5%
LWMI
1677
Legacy Wealth Management (Idaho)
Idaho
$42.6K – – –
PWA
1678
Provenance Wealth Advisors
Florida
$42.5K -$4.26K -90 -9%
AWM
1679
Activest Wealth Management
Florida
$41.1K +$1.75K +37 +5%
MCM
1680
MV Capital Management
Maryland
$39.1K +$95 +2 +0.2%
BCM
1681
Boreal Capital Management
Florida
$38.6K +$4.92K +104 +15%
EWM
1682
Evermay Wealth Management
Virginia
$36.6K -$2.37K -50 -6%
GWSG
1683
GPS Wealth Strategies Group
Colorado
$36.4K – – –
GKIM
1684
GW&K Investment Management
Massachusetts
$36K +$2.55K +54 +8%
TWD
1685
True Wealth Design
Ohio
$35.7K +$23.9K +505 +217%
WAM
1686
WFA Asset Management
Wisconsin
$35.4K +$426 +9 +1%
UFPG
1687
United Financial Planning Group
New York
$34.5K +$33.7K +713 New
PGAM
1688
Princeton Global Asset Management
New Jersey
$34.4K -$40.2K -850 -54%
AA
1689
Addison Advisors
Vermont
$33.8K -$19.3K -408 -37%
ABWM
1690
Alpine Bank Wealth Management
Colorado
$33.8K – – –
CM
1691
Capula Management
Cayman Islands
$32.8K -$34.4K -727 -52%
MHR
1692
Matthew Hamilton Rosenberg
$32.3K -$7.62K -161 -19%
MMCM
1693
Murphy & Mullick Capital Management
New York
$31.8K – – –
WIM
1694
Westside Investment Management
California
$31.8K +$15.1K +320 +93%
MEG
1695
Millstone Evans Group
Colorado
$31.5K – – –
CIA
1696
Cape Investment Advisory
Georgia
$31.2K -$2.46K -52 -7%
SGK
1697
Steigerwald Gordon & Koch
Virginia
$30.6K +$30K +634 New
PWMA
1698
Pension & Wealth Management Advisors
Massachusetts
$30.2K – – –
BI
1699
Binnacle Investments
Iowa
$30.2K +$12.9K +273 +78%
PA
1700
Pineridge Advisors
Missouri
$29.8K -$1.09K -23 -4%
66 67
68
69 70