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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1801
Pin Oak Investment Advisors
Texas
$31K – – –
HWP
1802
Highline Wealth Partners
California
$30.9K +$10.1K +184 +45%
NFSG
1803
Newbridge Financial Services Group
Florida
$30.6K +$32.3K +588 New
NIG
1804
NFJ Investment Group
Texas
$30.4K – – –
BAM
1805
Bellevue Asset Management
Washington
$30K -$34.9K -635 -52%
AF
1806
Align Financial
Minnesota
$29.5K -$1.63M -29,688 -98%
WAS
1807
Winch Advisory Services
Wisconsin
$29.4K +$330 +6 +1%
RWM
1808
Rialto Wealth Management
New York
$29.1K +$1.21K +22 +4%
TGY2IT
1809
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$28.6K +$30.2K +549 New
RWPA
1810
Richard W. Paul & Associates
Michigan
$28.4K +$55 +1 +0.2%
CIR
1811
Clear Investment Research
Georgia
$28.3K +$29.9K +544 New
BDPWM
1812
Barnes Dennig Private Wealth Management
Ohio
$28.1K – – –
MSG
1813
Main Street Group
Virginia
$28.1K +$29.7K +541 New
FNWA
1814
Financial Network Wealth Advisors
Utah
$27.9K -$1.37K -25 -4%
FLP
1815
Financial Life Planners
Arizona
$27.1K +$28.6K +520 New
WA
1816
Westfuller Advisors
New York
$26.9K -$5.22K -95 -16%
DWM
1817
Dogwood Wealth Management
Kansas
$26.9K +$5.88K +107 +26%
SWP
1818
Strategic Wealth Partners
Ohio
$26.5K +$879 +16 +3%
TIM
1819
Thompson Investment Management
Wisconsin
$26.3K – – –
FUBT
1820
First United Bank & Trust
Maryland
$26K – – –
PAM
1821
Parvin Asset Management
South Dakota
$26K – – –
WG
1822
Wellington Group
Indiana
$26K – – –
WPA
1823
Wealth Preservation Advisors
Tennessee
$25.6K -$257K -4,677 -90%
PWA
1824
Physician Wealth Advisors
Utah
$25.2K -$549 -10 -2%
KG
1825
Kilter Group
New York
$25.2K +$5.71K +104 +27%
71 72
73
74 75