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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
1926
ZWJ Investment Counsel
Georgia
– -$259K -5,723 Closed
RP
1927
Riverwater Partners
Wisconsin
– -$257K -5,676 Closed
LCM
1928
Liberty Capital Management
Michigan
– -$252K -5,565 Closed
CIAS
1929
Capital Investment Advisory Services
North Carolina
– -$249K -5,510 Closed
VFM
1930
Viking Fund Management
North Dakota
– -$242K -5,340 Closed
FCFC
1931
First Citizens Financial Corp
Iowa
– -$231K -5,099 Closed
ICP
1932
Impact Capital Partners
Colorado
– -$224K -4,940 Closed
SFG
1933
SevenBridge Financial Group
Pennsylvania
– -$220K -4,811 Closed
ASG
1934
Ariston Services Group
California
– -$207K -4,582 Closed
CGL
1935
Clarius Group LLC
Washington
– -$206K -4,558 Closed
FWA
1936
FSM Wealth Advisors
Ohio
– -$214K -4,470 Closed
CIAM
1937
Caitong International Asset Management
Hong Kong
– -$177K -3,910 Closed
BA
1938
Bellwether Advisors
Nebraska
– -$89.6K -1,981 Closed
CWM
1939
CarsonAllaria Wealth Management
Illinois
– -$80.5K -1,778 Closed
SO
1940
Sierra Ocean
California
– -$76.2K -1,683 Closed
T
1941
Transce3nd
Texas
– -$55.6K -1,229 Closed
RI
1942
Ridgewood Investments
New Jersey
– -$48.9K -1,080 Closed
NC
1943
NewSquare Capital
Pennsylvania
– -$47.2K -1,043 Closed
OW
1944
Olistico Wealth
Oklahoma
– -$47.2K -1,043 Closed
GLF
1945
Groupe la Francaise
France
– -$46.1K -1,019 Closed
CF
1946
Concorde Financial
Texas
– -$45.8K -1,012 Closed
TIM
1947
Total Investment Management
Arizona
– -$42.5K -938 Closed
OWA
1948
Opal Wealth Advisors
New York
– -$42.3K -934 Closed
PSFG
1949
Park Square Financial Group
Georgia
– -$41.6K -919 Closed
MWM
1950
MorganRosel Wealth Management
Colorado
– -$40.1K -887 Closed
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