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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
1726
Lipe & Dalton
New York
$198K +$184K +3,275 New
MI
1727
Markowski Investments
Florida
$197K +$182K +3,255 New
WPWM
1728
Western Pacific Wealth Management
Illinois
$193K – – –
CCMW
1729
Cypress Capital Management (Wyoming)
Wyoming
$187K – – –
T
1730
TrustBank
Illinois
$185K +$172K +3,066 New
CBT
1731
Crews Bank & Trust
Florida
$182K – – –
RFG
1732
REAP Financial Group
Texas
$179K -$15.4K -275 -8%
KFAS
1733
Keating Financial Advisory Services
Kansas
$179K +$17.5K +313 +12%
FFO
1734
Fortitude Family Office
Arizona
$176K -$135K -2,404 -45%
MAFA
1735
MJT & Associates Financial Advisory
Minnesota
$176K – – –
CFFP
1736
Center for Financial Planning
Michigan
$166K -$110K -1,972 -42%
CNBT
1737
Cornerstone National Bank & Trust
Illinois
$166K – – –
HNW
1738
High Note Wealth
Minnesota
$164K -$45.7K -816 -23%
SWA
1739
Serenus Wealth Advisors
California
$160K +$8.74M +156,053 New
VWA
1740
VSM Wealth Advisory
Maryland
$159K +$56 +1 +0%
AA
1741
AlphaCentric Advisors
Puerto Rico
$158K +$7.9K +141 +6%
CT
1742
Caldwell Trust
Florida
$157K +$47.1K +840 +48%
MIM
1743
Marshall Investment Management
Colorado
$152K – – –
TC
1744
Trust Company
Kansas
$151K – – –
DCBT
1745
Dakota Community Bank & Trust
North Dakota
$151K – – –
MIHAS
1746
Maj Invest Holding A/S
Denmark
$151K – – –
OA
1747
Operose Advisors
Wisconsin
$151K +$140K +2,499 New
WTA
1748
Washington Trust Advisors
Massachusetts
$148K -$5.21K -93 -4%
SR
1749
Swiss Re
Switzerland
$147K +$122K +2,170 +825%
HIM
1750
Hillsdale Investment Management
Ontario, Canada
$141K +$33.6K +600 +35%
68 69
70
71 72