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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
V
626
VeraBank
Texas
$755K +$719K +10,728 New
MWM
627
Meridian Wealth Management
Kentucky
$755K -$18.7K -279 -3%
GHA
628
GW Henssler & Associates
Georgia
$753K – – –
FI
629
Finivi Inc
Massachusetts
$751K -$3.96K -59 -0.6%
TPI
630
Trust Point Inc
Wisconsin
$749K +$45.8K +683 +7%
IAN
631
Integrated Advisors Network
Texas
$748K -$2.05M -30,625 -74%
GI
632
GAMCO Investors
Connecticut
$746K +$51.9K +775 +8%
SIC
633
Shoker Investment Counsel
Ohio
$744K -$1.61K -24 -0.2%
TH
634
TCTC Holdings
Texas
$742K -$132K -1,975 -16%
BF
635
Brucke Financial
Indiana
$740K +$3.49K +52 +0.5%
SMC
636
Smith, Moore & Co
Missouri
$740K +$173K +2,574 +32%
CIA
637
Capital Investment Advisors
Georgia
$740K -$48.3K -720 -6%
PCMF
638
Private Capital Management (Florida)
Florida
$739K – – –
TCOT
639
Trust Company of Toledo
Ohio
$737K -$14.5K -216 -2%
AG
640
AlTi Global
New York
$737K +$377K +5,631 +116%
SL
641
Summitry LLC
California
$735K +$112K +1,678 +19%
C
642
Certuity
Florida
$734K -$11.1K -165 -2%
HJIM
643
Henry James International Management
New York
$731K – – –
IB
644
Intrust Bank
Kansas
$731K -$1.81K -27 -0.3%
IRC
645
Investors Research Corp
Georgia
$729K – – –
BWM
646
BKM Wealth Management
Wisconsin
$726K -$1.54K -23 -0.2%
WAG
647
Wallace Advisory Group
California
$726K +$141K +2,101 +27%
FHA
648
First Horizon Advisors
Tennessee
$726K -$33.1K -494 -5%
GWM
649
Gibbs Wealth Management
Georgia
$725K +$151K +2,251 +28%
WA
650
Wealth Alliance
New York
$718K -$2.68K -40 -0.4%
24 25
26
27 28