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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1951
Bay Harbor Wealth Management
Maryland
$6.46K +$2.21K +45 +60%
AAG
1952
Armstrong Advisory Group
Massachusetts
$6.35K – – –
TPBG
1953
Turning Point Benefit Group
Maryland
$5.98K +$5.41K +110 +5,500%
FMP
1954
Financial Management Professionals
Texas
$5.66K – – –
VWA
1955
Valued Wealth Advisors
Utah
$5.38K +$1.28K +26 +35%
CWP
1956
Clark Wealth Partners
Illinois
$5.34K – – –
MDA
1957
Minot DeBlois Advisors
Massachusetts
$5.34K – – –
DF
1958
DecisionPoint Financial
Arizona
$5.28K +$4.53K +92 +1,314%
PS
1959
PayPay Securities
Japan
$5.18K +$3.3K +67 +223%
RTL
1960
Red Tortoise LLC
Georgia
$5.12K – – –
FGA
1961
Fortis Group Advisors
New Jersey
$4.96K – – –
WWA
1962
Wealth Watch Advisors
Colorado
$4.96K -$1.57K -32 -26%
ANBT
1963
American National Bank & Trust
Texas
$4.96K +$4.57K +93 New
NSG
1964
Nalls Sherbakoff Group
Tennessee
$4.92K +$4.53K +92 New
CIAS
1965
CBIZ Investment Advisory Services
Ohio
$4.69K – – –
EWP
1966
Elevation Wealth Partners
California
$4.48K – – –
CFS
1967
CGC Financial Services
Oregon
$4.43K – – –
IPS
1968
Investors Portfolio Services
Washington
$4.39K +$4.03K +82 New
PWA
1969
Principia Wealth Advisory
Texas
$4.32K +$738 +15 +23%
TFM
1970
TFC Financial Management
Massachusetts
$4.22K – – –
HNB
1971
Hilltop National Bank
Wyoming
$4.21K -$1.52K -31 -28%
HIW
1972
Holos Integrated Wealth
Pennsylvania
$4.15K – – –
GFL
1973
Granite FO LLC
New Hampshire
$3.42K – – –
LB
1974
Legacy Bridge
Iowa
$3.04K +$2.8K +57 New
PJC
1975
Phillip James Consulting
Minnesota
$3K +$3.1K +63 New
77 78
79
80 81