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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1751
High Note Wealth
Minnesota
$164K -$45.7K -816 -23%
SWA
1752
Serenus Wealth Advisors
California
$160K +$8.74M +156,053 New
VWA
1753
VSM Wealth Advisory
Maryland
$159K +$56 +1 +0%
AA
1754
AlphaCentric Advisors
Puerto Rico
$158K +$7.9K +141 +6%
CT
1755
Caldwell Trust
Florida
$157K +$47.1K +840 +48%
MIM
1756
Marshall Investment Management
Colorado
$152K – – –
TC
1757
Trust Company
Kansas
$151K – – –
DCBT
1758
Dakota Community Bank & Trust
North Dakota
$151K – – –
MIHAS
1759
Maj Invest Holding A/S
Denmark
$151K – – –
OA
1760
Operose Advisors
Wisconsin
$151K +$140K +2,499 New
WTA
1761
Washington Trust Advisors
Massachusetts
$148K -$5.21K -93 -4%
SR
1762
Swiss Re
Switzerland
$147K +$122K +2,170 +825%
HIM
1763
Hillsdale Investment Management
Ontario, Canada
$141K +$33.6K +600 +35%
PAI
1764
Pittenger & Anderson Inc
Nebraska
$138K – – –
APFP
1765
Action Point Financial Planning
Michigan
$138K +$128K +2,282 New
CAL
1766
Capital Analysts LLC
Pennsylvania
$136K -$11.5K -206 -8%
TF
1767
Tompkins Financial
New York
$136K – – –
EP
1768
Evelyn Partners
$134K +$124K +2,220 New
PL
1769
PeakShares LLC
Florida
$133K +$13.4K +240 +12%
CTB
1770
Country Trust Bank
Illinois
$132K – – –
PWM
1771
Proathlete Wealth Management
Florida
$131K – – –
CF
1772
Centaurus Financial
California
$130K -$784 -14 -0.6%
TCM
1773
Triumph Capital Management
Colorado
$130K +$5.71K +102 +5%
TC
1774
Truvestments Capital
Florida
$128K – – –
GSWM
1775
Golden State Wealth Management
California
$121K +$168 +3 +0.1%
69 70
71
72 73