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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1926
McGuire Capital Advisors
Oklahoma
$19.4K – – –
MSWM
1927
Mowery & Schoenfeld Wealth Management
Illinois
$19.3K – – –
AW
1928
Avion Wealth
Texas
$19K -$560 -10 -3%
JSAM
1929
J. Safra Asset Management
New York
$18.7K -$1.79K -32 -9%
KFA
1930
Kelleher Financial Advisors
New York
$18.7K +$17.4K +310 New
HWA
1931
Heritage Wealth Advisors
Virginia
$18.4K – – –
BC
1932
Barrett & Company
Rhode Island
$18.1K – – –
WCM
1933
Westend Capital Management
California
$18.1K – – –
IA
1934
Icon Advisers
Colorado
$18.1K +$16.8K +300 New
BFPW
1935
BOK Financial Private Wealth
Colorado
$18K +$4.71K +84 +40%
CC
1936
Corsicana & Co
Texas
$17.8K – – –
NECFA
1937
New England Capital Financial Advisors
Connecticut
$17.3K +$168 +3 +1%
DSC
1938
Daytona Street Capital
Missouri
$16.6K – – –
PSB
1939
Piscataqua Savings Bank
New Hampshire
$16.2K – – –
BCPWM
1940
Bradley & Co Private Wealth Management
Florida
$16K – – –
CT
1941
Coastline Trust
Rhode Island
$16K – – –
SL
1942
Salomon & Ludwin
Virginia
$15.7K -$23.3K -415 -62%
APW
1943
Acima Private Wealth
Virginia
$15.2K – – –
KPP
1944
Kings Path Partners
Texas
$15.1K – – –
BFS
1945
Bare Financial Services
Pennsylvania
$15.1K +$1.01K +18 +8%
CCM
1946
Chilton Capital Management
Texas
$15K -$5.6K -100 -29%
1IA
1947
1620 Investment Advisors
Massachusetts
$14.9K -$1.34K -24 -9%
PP
1948
Pacifica Partners
Canada
$14.8K -$4.2K -75 -24%
PWMG
1949
Prestige Wealth Management Group
New Jersey
$14.8K – – –
HCM
1950
Horrell Capital Management
Arkansas
$14.6K +$112 +2 +0.8%
76 77
78
79 80