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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1951
Mascoma Wealth Management
New Hampshire
$14.2K – – –
DCM
1952
Davis Capital Management
Florida
$14K +$12.2K +218 +1,677%
BTD
1953
BankPlus Trust Department
Mississippi
$13.7K – – –
CVM
1954
Cheviot Value Management
California
$13.6K – – –
KFG
1955
Kingdom Financial Group
Arizona
$13.5K +$11.8K +210 +1,615%
AW
1956
Ankerstar Wealth
Texas
$13.4K -$224 -4 -2%
IRC
1957
Investors Research Corp
Georgia
$13.2K -$6.16K -110 -33%
RWS
1958
Retirement Wealth Solutions
Wisconsin
$13.2K +$168 +3 +1%
HHCP
1959
Hilton Head Capital Partners
South Carolina
$13.1K -$840 -15 -6%
OCM
1960
Osbon Capital Management
Massachusetts
$13.1K – – –
GCM
1961
Gunpowder Capital Management
Maryland
$13K -$177K -3,157 -94%
BHWM
1962
Bay Harbor Wealth Management
Maryland
$12.8K +$2.91K +52 +33%
BC
1963
Broadwater Capital
Massachusetts
$12.6K – – –
DWM
1964
Darwin Wealth Management
Florida
$12.6K +$56 +1 +0.5%
CB
1965
Centennial Bank
Arkansas
$12.4K – – –
CP
1966
Canopy Partners
Ohio
$12.1K -$6.22K -111 -36%
GXJ
1967
Global X Japan
Japan
$11.4K -$336 -6 -3%
MEG
1968
Millstone Evans Group
Colorado
$11.2K -$26.1K -466 -71%
GWS
1969
Greykasell Wealth Strategies
California
$11K – – –
MSFP
1970
Mark Sheptoff Financial Planning
Connecticut
$10.6K – – –
SW
1971
StrongBox Wealth
Missouri
$10.5K +$9.75K +174 New
PB
1972
Prosperity Bancshares
Texas
$10.2K +$504 +9 +6%
OAG
1973
Oakmont Advisory Group
New Mexico
$10.1K +$9.3K +166 New
YAL
1974
Your Advocates Ltd
Texas
$9.97K – – –
IWM
1975
IMG Wealth Management
Florida
$9.79K +$336 +6 +4%
77 78
79
80 81