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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1701
Capital Bank & Trust
California
– -$207K -3,747 Closed
WOSD
1702
WFA of San Diego
California
– -$202K -3,650 Closed
SWM
1703
Soundmark Wealth Management
Washington
– -$201K -3,635 Closed
GF
1704
Gries Financial
Ohio
– -$201K -3,294 Closed
BC
1705
Barnett & Company
Tennessee
– -$167K -3,019 Closed
BAMG
1706
Brand Asset Management Group
Missouri
– -$150K -2,710 Closed
DWP
1707
Destiny Wealth Partners
Florida
– -$82K -1,486 Closed
MC
1708
Maverick Capital
Texas
– -$70K -1,271 Closed
ADIM
1709
Alpha DNA Investment Management
Maryland
– -$51K -938 Closed
GSAM
1710
Grant Street Asset Management
Pennsylvania
– -$49K -881 Closed
VBCG
1711
Valley Brook Capital Group
Pennsylvania
– -$47K -856 Closed
SLF
1712
Sun Life Financial
Ontario, Canada
– -$44K -803 Closed
MWM
1713
Mascoma Wealth Management
New Hampshire
– -$44K -791 Closed
ACM
1714
Allred Capital Management
Texas
– -$37.8K -683 Closed
MF
1715
Manchester Financial
California
– -$37K -663 Closed
GIA
1716
Goodwin Investment Advisory
Georgia
– -$29K -519 Closed
TC
1717
Truvestments Capital
Florida
– -$23K -407 Closed
MWP
1718
Meridian Wealth Partners
Pennsylvania
– -$21K -387 Closed
SC
1719
Sawyer & Company
Massachusetts
– -$21K -375 Closed
TCWM
1720
Total Clarity Wealth Management
Illinois
– -$17K -300 Closed
WCM
1721
Wealthcare Capital Management
Virginia
– -$10K -173 Closed
CAC
1722
Certified Advisory Corp
Florida
– -$9K -171 Closed
TF
1723
TimeScale Financial
Massachusetts
– -$8K -148 Closed
WCMN
1724
Westchester Capital Management (Nebraska)
Nebraska
– -$8K -143 Closed
GAM
1725
Grandview Asset Management
Pennsylvania
– -$2K -39 Closed
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