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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
601
One Wealth Advisors
California
$789K -$1.98K -28 -0.2%
NG
602
Norden Group
Utah
$786K +$114K +1,612 +16%
EAM
603
Eagle Asset Management
Florida
$785K +$79.7K +1,125 +11%
IWM
604
IHT Wealth Management
Illinois
$783K +$412K +5,815 +96%
MYIA
605
Mount Yale Investment Advisors
Colorado
$782K -$1.46M -20,661 -64%
WPC
606
Wedmont Private Capital
Pennsylvania
$779K +$72.5K +1,023 +10%
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$776K -$203K -2,864 -20%
SCM
608
Schnieders Capital Management
California
$776K – – –
TCOT
609
Trust Company of Toledo
Ohio
$775K -$39K -551 -4%
PSP
610
Principal Street Partners
Tennessee
$772K +$374K +5,281 +97%
MPI
611
Mairs & Power Inc
Minnesota
$765K -$164K -2,316 -17%
EW
612
Evoke Wealth
California
$765K +$821K +11,599 New
POIA
613
Pin Oak Investment Advisors
Texas
$763K – – –
HIP
614
HUB Investment Partners
Texas
$760K +$13.4K +189 +2%
SNBOSCI
615
Security National Bank of Sioux City Iowa
Iowa
$755K +$811K +11,450 New
FHA
616
First Horizon Advisors
Tennessee
$754K +$23.2K +328 +3%
SW
617
StrongBox Wealth
Missouri
$752K +$59.6K +841 +8%
ISL
618
Ingalls & Snyder LLC
New York
$751K -$273K -3,850 -25%
TW
619
TrinityPoint Wealth
Connecticut
$749K +$25K +353 +3%
CIA
620
Capital Investment Advisors
Georgia
$743K -$9.07K -128 -1%
GM
621
GeoWealth Management
Illinois
$738K -$79.9K -1,128 -9%
MFG
622
MidWestOne Financial Group
Iowa
$735K -$174K -2,452 -18%
AMIM
623
Aull & Monroe Investment Management
Alabama
$734K – – –
GFP
624
Gryphon Financial Partners
Ohio
$733K +$4.67K +66 +0.6%
BCM
625
Birmingham Capital Management
Alabama
$731K +$78.8K +1,113 +11%
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