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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
1701
WFA of San Diego
California
– -$202K -3,650 Closed
SWM
1702
Soundmark Wealth Management
Washington
– -$201K -3,635 Closed
GF
1703
Gries Financial
Ohio
– -$201K -3,294 Closed
BC
1704
Barnett & Company
Tennessee
– -$167K -3,019 Closed
BAMG
1705
Brand Asset Management Group
Missouri
– -$150K -2,710 Closed
DWP
1706
Destiny Wealth Partners
Florida
– -$82K -1,486 Closed
MC
1707
Maverick Capital
Texas
– -$70K -1,271 Closed
ADIM
1708
Alpha DNA Investment Management
Maryland
– -$51K -938 Closed
GSAM
1709
Grant Street Asset Management
Pennsylvania
– -$49K -881 Closed
VBCG
1710
Valley Brook Capital Group
Pennsylvania
– -$47K -856 Closed
SLF
1711
Sun Life Financial
Ontario, Canada
– -$44K -803 Closed
MWM
1712
Mascoma Wealth Management
New Hampshire
– -$44K -791 Closed
ACM
1713
Allred Capital Management
Texas
– -$37.8K -683 Closed
MF
1714
Manchester Financial
California
– -$37K -663 Closed
GIA
1715
Goodwin Investment Advisory
Georgia
– -$29K -519 Closed
TC
1716
Truvestments Capital
Florida
– -$23K -407 Closed
MWP
1717
Meridian Wealth Partners
Pennsylvania
– -$21K -387 Closed
SC
1718
Sawyer & Company
Massachusetts
– -$21K -375 Closed
TCWM
1719
Total Clarity Wealth Management
Illinois
– -$17K -300 Closed
WCM
1720
Wealthcare Capital Management
Virginia
– -$10K -173 Closed
CAC
1721
Certified Advisory Corp
Florida
– -$9K -171 Closed
TF
1722
TimeScale Financial
Massachusetts
– -$8K -148 Closed
WCMN
1723
Westchester Capital Management (Nebraska)
Nebraska
– -$8K -143 Closed
GAM
1724
Grandview Asset Management
Pennsylvania
– -$2K -39 Closed
CQS
1725
Credential Qtrade Securities
– -$884 -16 Closed
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