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US Bancorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1976
Hughes Financial Services
Virginia
$9.48K +$4.48K +80 +104%
CAM
1977
Costello Asset Management
Pennsylvania
$9.18K – – –
NOI
1978
Newton One Investments
Delaware
$9.06K +$8.4K +150 New
TC
1979
Toews Corporation
New Jersey
$9.06K +$8.4K +150 New
VWA
1980
Valued Wealth Advisors
Utah
$8.9K +$1.4K +25 +21%
FDW
1981
Fourth Dimension Wealth
Ohio
$8.82K – – –
DF
1982
Dunhill Financial
United Kingdom
$8.17K +$224 +4 +3%
IA
1983
IFS Advisors
Kansas
$8.15K – – –
CA
1984
Centerpoint Advisors
Massachusetts
$8K – – –
APW
1985
Allied Private Wealth
Florida
$7.9K +$7.23K +129 New
FWA
1986
Flagship Wealth Advisors
Massachusetts
$7.4K +$6.84K +122 New
IPS
1987
Investors Portfolio Services
Washington
$6.89K – – –
CFSG
1988
Community Financial Services Group
Vermont
$6.75K – – –
MFP
1989
Meramec Financial Planners
Missouri
$6.35K -$3.25K -58 -37%
PS
1990
Planning Strategies
Pennsylvania
$6.22K +$5.77K +103 New
BH
1991
Burk Holdings
Oklahoma
$6.1K – – –
CWP
1992
Clark Wealth Partners
Illinois
$6.09K – – –
SC
1993
Stance Capital
Massachusetts
$6.04K +$5.6K +100 New
MWPCG
1994
Measured Wealth Private Client Group
New Hampshire
$5.92K -$11.2K -200 -67%
IAS
1995
IMA Advisory Services
Colorado
$5.85K +$5.38K +96 New
TFM
1996
TFC Financial Management
Massachusetts
$5.8K +$953 +17 +22%
TAP
1997
Tounjian Advisory Partners
Florida
$5.56K -$1.77M -31,564 -100%
DF
1998
Downshift Financial
Colorado
$5.07K +$4.71K +84 New
TCM
1999
TD Capital Management
Tennessee
$5K +$56 +1 +1%
HIW
2000
Holos Integrated Wealth
Pennsylvania
$4.84K – – –
78 79
80
81 82