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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1951
IFS Advisors
Kansas
$7.2K – – –
CA
1952
Centerpoint Advisors
Massachusetts
$7K – – –
QA
1953
Quattro Advisors
Pennsylvania
$6.84K +$6.3K +128 New
FWA
1954
Flagship Wealth Advisors
Massachusetts
$6.54K -$6K -122 -50%
BHWM
1955
Bay Harbor Wealth Management
Maryland
$6.46K +$2.21K +45 +60%
AAG
1956
Armstrong Advisory Group
Massachusetts
$6.35K – – –
TPBG
1957
Turning Point Benefit Group
Maryland
$5.98K +$5.41K +110 +5,500%
FMP
1958
Financial Management Professionals
Texas
$5.66K – – –
VWA
1959
Valued Wealth Advisors
Utah
$5.38K +$1.28K +26 +35%
CWP
1960
Clark Wealth Partners
Illinois
$5.34K – – –
MDA
1961
Minot DeBlois Advisors
Massachusetts
$5.34K – – –
DF
1962
DecisionPoint Financial
Arizona
$5.28K +$4.53K +92 +1,314%
PS
1963
PayPay Securities
Japan
$5.18K +$3.3K +67 +223%
RTL
1964
Red Tortoise LLC
Georgia
$5.12K – – –
FGA
1965
Fortis Group Advisors
New Jersey
$4.96K – – –
WWA
1966
Wealth Watch Advisors
Colorado
$4.96K -$1.57K -32 -26%
ANBT
1967
American National Bank & Trust
Texas
$4.96K +$4.57K +93 New
NSG
1968
Nalls Sherbakoff Group
Tennessee
$4.92K +$4.53K +92 New
CIAS
1969
CBIZ Investment Advisory Services
Ohio
$4.69K – – –
EWP
1970
Elevation Wealth Partners
California
$4.48K – – –
CFS
1971
CGC Financial Services
Oregon
$4.43K – – –
IPS
1972
Investors Portfolio Services
Washington
$4.39K +$4.03K +82 New
PWA
1973
Principia Wealth Advisory
Texas
$4.32K +$738 +15 +23%
TFM
1974
TFC Financial Management
Massachusetts
$4.22K – – –
HNB
1975
Hilltop National Bank
Wyoming
$4.21K -$1.52K -31 -28%
77 78
79
80 81