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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
501
True Wealth Design
Ohio
$802K +$7.83K +133 +1%
MPI
502
Mairs & Power Inc
Minnesota
$801K – – –
TF
503
TIAA FSB
Florida
$797K -$28.1K -477 -3%
NA
504
Navellier & Associates
Nevada
$796K +$18.4K +313 +2%
WAM
505
WNY Asset Management
New York
$793K +$378K +6,417 +87%
TYCC
506
Texas Yale Capital Corp
Florida
$791K +$6.71K +114 +0.8%
FBFS
507
First Business Financial Services
Wisconsin
$790K +$75.4K +1,282 +10%
WANY
508
Wealthspire Advisors (New York)
New York
$790K -$186K -3,154 -19%
AAS
509
Ameritas Advisory Services
Nebraska
$789K -$337K -5,726 -30%
CA
510
Clearstead Advisors
Ohio
$786K +$2.12K +36 +0.3%
JFG
511
Jefferies Financial Group
New York
$786K +$133K +2,253 +20%
RB
512
Rodgers Brothers
Pennsylvania
$783K -$35.3K -600 -4%
BTI
513
Blue Trust Inc
Georgia
$776K +$194K +3,292 +32%
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$774K -$116K -1,970 -13%
CA
515
Crewe Advisors
Utah
$772K – – –
PE
516
Point72 Europe
United Kingdom
$765K +$782K +13,300 New
SRC
517
Sage Rhino Capital
California
$765K +$22.1K +375 +3%
PWW
518
Pettyjohn Wood & White
Virginia
$763K +$7.65K +130 +1%
VF
519
Virtu Financial
New York
$763K +$780K +13,260 New
CTC
520
Central Trust Company
Missouri
$762K -$17.6K -300 -2%
HF
521
HRT Financial
New York
$757K -$1.96M -33,241 -72%
MWM
522
Mission Wealth Management
California
$756K +$11.2K +190 +1%
CG
523
Caprock Group
Idaho
$754K +$175K +2,967 +29%
SS
524
Sunbelt Securities
Texas
$750K +$12.8K +218 +2%
POIA
525
Pin Oak Investment Advisors
Texas
$746K – – –
19 20
21
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