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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
IPS
1926
Investors Portfolio Services
Washington
$5.98K +$1.76K +32 +39%
CFSG
1927
Community Financial Services Group
Vermont
$5.75K +$5.99K +109 New
PWA
1928
Principia Wealth Advisory
Texas
$5.36K +$1.21K +22 +27%
CWP
1929
Clark Wealth Partners
Illinois
$5.25K – – –
BH
1930
Burk Holdings
Oklahoma
$5.25K +$5.55K +101 New
RTL
1931
Red Tortoise LLC
Georgia
$4.99K – – –
LSA
1932
Leonteq Securities AG
Switzerland
$4.94K +$5.22K +95 New
NSG
1933
Nalls Sherbakoff Group
Tennessee
$4.8K – – –
SRCM
1934
Signature Resources Capital Management
California
$4.63K +$3.13K +57 +178%
BL
1935
BFSG LLC
California
$4.42K +$4.67K +85 New
EWP
1936
Elevation Wealth Partners
California
$4.37K – – –
CFS
1937
CGC Financial Services
Oregon
$4.32K – – –
TCM
1938
TD Capital Management
Tennessee
$4.26K +$4.51K +82 New
HIW
1939
Holos Integrated Wealth
Pennsylvania
$4.13K – – –
TFM
1940
TFC Financial Management
Massachusetts
$4.11K – – –
FMP
1941
Financial Management Professionals
Texas
$4.04K -$1.54K -28 -27%
HFS
1942
Hughes Financial Services
Virginia
$4K +$2.09K +38 +97%
CIAS
1943
CBIZ Investment Advisory Services
Ohio
$3.83K -$769 -14 -16%
GFL
1944
Granite FO LLC
New Hampshire
$3.33K – – –
RFA
1945
Register Financial Advisors
Georgia
$3.33K +$3.52K +64 New
PF
1946
PlanVest Financial
Maryland
$3.07K +$3.24K +59 New
PJC
1947
Phillip James Consulting
Minnesota
$3K – – –
WA
1948
Walsh & Associates
Florida
$2.96K -$22.7K -414 -88%
CTA
1949
Colonial Trust Advisors
South Carolina
$2.94K +$55 +1 +2%
KCM
1950
Key Capital Management
Tennessee
$2.81K +$2.36K +43 +391%
76 77
78
79 80