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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1701
Orion Capital Management
California
$28K – – –
TVWM
1702
Tower View Wealth Management
Wisconsin
$28K – – –
RE
1703
RBC Europe
United Kingdom
$27K -$60.6K -1,025 -68%
TIM
1704
Tevis Investment Management
Texas
$26K +$28.4K +480 New
PCM
1705
Penserra Capital Management
California
$25K +$1.42K +24 +5%
CM
1706
Cornerstone Management
Georgia
$24.1K +$25.4K +429 New
ETI
1707
Enterprise Trust & Investment
California
$24K – – –
PSB
1708
Piscataqua Savings Bank
New Hampshire
$24K – – –
AIM
1709
AHL Investment Management
Florida
$23K +$23.8K +402 New
PA
1710
PSI Advisors
Florida
$22K +$710 +12 +3%
MCM
1711
MV Capital Management
Maryland
$22K +$4.61K +78 +25%
FMP
1712
Financial Management Professionals
Texas
$21K +$1.95K +33 +10%
CT
1713
Clearstead Trust
Maine
$20K -$2.96K -50 -13%
HCP
1714
Hexagon Capital Partners
Arkansas
$20K – – –
AWMS
1715
Advocacy Wealth Management Services
Georgia
$19K – – –
AFG
1716
Albion Financial Group
Utah
$19K – – –
TCWM
1717
Total Clarity Wealth Management
Illinois
$19K +$2.6K +44 +15%
CAL
1718
Capital Advisors Ltd
Ohio
$18K +$828 +14 +5%
GI
1719
Gradient Investments
Minnesota
$17K -$181K -3,052 -91%
CC
1720
Corsicana & Co
Texas
$17K – – –
LS
1721
Leelyn Smith
Illinois
$17K – – –
RIM
1722
Rockbridge Investment Management
New York
$17K – – –
RIA
1723
Richwood Investment Advisors
Ohio
$17K +$17.7K +300 New
SFM
1724
Signet Financial Management
New Jersey
$17K +$17.7K +300 New
FCG
1725
Financial Connections Group
California
$16K +$17.3K +292 New
67 68
69
70 71