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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
401
BTC Capital Management
Iowa
$1.77M +$54.2K +809 +3%
DS
402
DRW Securities
Illinois
$1.77M +$1.69M +25,171 New
JIC
403
Johnson Investment Counsel
Ohio
$1.76M +$18.3K +273 +1%
LFAS
404
Level Four Advisory Services
Texas
$1.75M -$118K -1,753 -7%
FM
405
Foster & Motley
Ohio
$1.74M -$37.9K -565 -2%
RFG
406
Range Financial Group
Oregon
$1.74M +$23K +343 +1%
CWM
407
Congress Wealth Management
Massachusetts
$1.73M +$815K +12,155 +98%
HR
408
Howe & Rusling
New York
$1.73M +$8.31K +124 +0.5%
PF
409
Phoenix Financial
Israel
$1.72M -$17.9K -267 -1%
SRC
410
Shufro Rose & Co
New York
$1.72M – – –
MFIM
411
Mesirow Financial Investment Management
Illinois
$1.72M +$63.3K +945 +4%
EWA
412
EP Wealth Advisors
California
$1.72M +$184K +2,752 +13%
KLWA
413
Kelly Lawrence W & Associates
California
$1.72M -$53.6K -800 -3%
WFI
414
West Family Investments
California
$1.72M +$338K +5,045 +26%
HAG
415
HighPoint Advisor Group
Illinois
$1.72M -$16K -239 -1%
PCG
416
Prosperity Consulting Group
Maryland
$1.71M -$13K -194 -0.8%
BG
417
Bollard Group
Massachusetts
$1.71M +$87.8K +1,310 +6%
TNBTD
418
Trustmark National Bank Trust Department
Mississippi
$1.71M +$75.4K +1,125 +5%
CCM
419
Cohen Capital Management
California
$1.7M – – –
LI
420
LMCG Investments
Massachusetts
$1.69M -$20K -299 -1%
AWE
421
Avidian Wealth Enterprises
Texas
$1.68M +$31.1K +464 +2%
CL
422
CSS LLC
Illinois
$1.68M +$572K +8,540 +56%
GFG
423
Greystone Financial Group
Michigan
$1.68M +$33.4K +499 +2%
IAA
424
Independent Advisor Alliance
North Carolina
$1.67M +$347K +5,184 +28%
CAS
425
Coppell Advisory Solutions
Texas
$1.67M -$237K -3,539 -13%
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