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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1926
Heritage Wealth Advisors
Virginia
$12K – – –
DWM
1927
Darwin Wealth Management
Florida
$11.5K +$443 +9 +4%
OCM
1928
Osbon Capital Management
Massachusetts
$11.5K +$10.6K +215 New
BC
1929
Broadwater Capital
Massachusetts
$11.2K – – –
PB
1930
Prosperity Bancshares
Texas
$11K +$10.2K +207 New
CB
1931
Centennial Bank
Arkansas
$11K – – –
RWM
1932
Raffa Wealth Management
District of Columbia
$10.8K – – –
CP
1933
Canopy Partners
Ohio
$10.7K +$6.69K +136 +209%
PW
1934
Pandora Wealth
Illinois
$10.7K – – –
EI
1935
eCIO Inc
Wisconsin
$10.7K +$9.84K +200 New
NWM
1936
Nova Wealth Management
Florida
$10.5K – – –
GXJ
1937
Global X Japan
Japan
$10.4K +$1.77K +36 +23%
JGCM
1938
Joseph Group Capital Management
Ohio
$10.1K +$9.3K +189 New
BLC
1939
Brown, Lisle/Cummings
Rhode Island
$9.98K – – –
MFP
1940
Meramec Financial Planners
Missouri
$9.59K +$7.77K +158 New
CM
1941
Capula Management
Cayman Islands
$9.45K -$24.6K -501 -74%
YAL
1942
Your Advocates Ltd
Texas
$8.8K – – –
BFS
1943
Bare Financial Services
Pennsylvania
$8.48K +$49 +1 +0.6%
SWM
1944
SHP Wealth Management
Massachusetts
$8.4K +$7.72K +157 New
DF
1945
Dunhill Financial
United Kingdom
$7.96K +$590 +12 +9%
FDW
1946
Fourth Dimension Wealth
Ohio
$7.79K – – –
IA
1947
IFS Advisors
Kansas
$7.2K – – –
CA
1948
Centerpoint Advisors
Massachusetts
$7K – – –
QA
1949
Quattro Advisors
Pennsylvania
$6.84K +$6.3K +128 New
FWA
1950
Flagship Wealth Advisors
Massachusetts
$6.54K -$6K -122 -50%
76 77
78
79 80