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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
426
Potomac Fund Management
Florida
$1.73M +$209K +3,099 +13%
SRC
427
Shufro Rose & Co
New York
$1.72M +$206K +3,064 +15%
MFIM
428
Mesirow Financial Investment Management
Illinois
$1.72M -$7.21K -107 -0.5%
AWE
429
Avidian Wealth Enterprises
Texas
$1.72M +$115K +1,712 +8%
TCM
430
Tandem Capital Management
New Jersey
$1.71M -$23.4K -348 -1%
GFG
431
Greystone Financial Group
Michigan
$1.71M -$8.08K -120 -0.5%
SWM
432
Sendero Wealth Management
Texas
$1.7M -$41.6K -617 -3%
TNBTD
433
Trustmark National Bank Trust Department
Mississippi
$1.7M +$27.8K +412 +2%
PNC
434
Park National Corp
Ohio
$1.7M -$288K -4,270 -16%
BG
435
Bollard Group
Massachusetts
$1.69M +$17.8K +264 +1%
SCM
436
Sterling Capital Management
North Carolina
$1.69M -$23K -342 -1%
CIM
437
Confluence Investment Management
Missouri
$1.67M +$53.2K +790 +4%
GWAG
438
Garrett Wealth Advisory Group
Texas
$1.66M +$198K +2,938 +15%
LBC
439
Lowe Brockenbrough & Co
Virginia
$1.64M -$32.5K -483 -2%
EM
440
Excalibur Management
Massachusetts
$1.64M -$1.28K -19 -0.1%
HAG
441
HighPoint Advisor Group
Illinois
$1.61M +$4.18K +62 +0.3%
AA
442
Altman Advisors
Illinois
$1.61M +$56.5K +838 +3%
BO
443
Bank OZK
Arkansas
$1.59M +$300K +4,455 +26%
HCMT
444
Highland Capital Management (Tennessee)
Tennessee
$1.59M -$121K -1,793 -8%
EWA
445
EP Wealth Advisors
California
$1.59M +$520K +7,717 +55%
CA
446
Clearstead Advisors
Ohio
$1.59M -$92.5K -1,373 -6%
MMA
447
Miracle Mile Advisors
California
$1.58M -$56.4K -837 -4%
BTI
448
Blue Trust Inc
Georgia
$1.58M +$139K +2,056 +11%
HH
449
Hilltop Holdings
Texas
$1.58M +$16.4K +243 +1%
IIM
450
Ipswich Investment Management
Massachusetts
$1.56M +$90.7K +1,346 +7%
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