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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
651
Trust Point Inc
Wisconsin
$730K -$6.47K -96 -1%
DWP
652
Daymark Wealth Partners
Ohio
$729K -$672K -9,981 -50%
CWM
653
Circle Wealth Management
New Jersey
$729K +$42.9K +637 +7%
PM
654
Penbrook Management
New York
$725K – – –
IC
655
Iconiq Capital
California
$724K +$165K +2,442 +33%
SEIA
656
Signature Estate & Investment Advisors
California
$720K +$393K +5,836 +146%
GI
657
GAMCO Investors
Connecticut
$720K -$15K -223 -2%
WAL
658
W Advisors LLC
Tennessee
$716K – – –
SW
659
Simplicity Wealth
New Jersey
$714K +$312K +4,630 +91%
VCA
660
Verdence Capital Advisors
Maryland
$712K +$7.48K +111 +1%
FFA
661
Farther Finance Advisors
California
$710K +$200K +2,970 +44%
ST
662
Smithfield Trust
Pennsylvania
$709K – – –
FFS
663
Founders Financial Securities
Maryland
$706K -$24.7K -367 -3%
PWM
664
Pines Wealth Management
North Carolina
$706K +$51.7K +768 +7%
GI
665
Gradient Investments
Minnesota
$704K +$16.5K +245 +3%
SPC
666
Sigma Planning Corp
Michigan
$703K -$32.1K -477 -5%
WPC
667
Wedmont Private Capital
Pennsylvania
$701K +$25.3K +376 +3%
AWM
668
Aprio Wealth Management
Georgia
$699K +$254K +3,768 +65%
FIM
669
Fruth Investment Management
Texas
$699K – – –
FCP
670
Fidelis Capital Partners
Florida
$695K +$53.7K +797 +8%
FWSM
671
First Wilshire Securities Management
California
$695K -$2.49K -37 -0.4%
LA
672
Legacy Advisors
Pennsylvania
$690K +$635K +9,423 New
CCB
673
Cutter & Co Brokerage
Missouri
$690K -$382K -5,671 -38%
GC
674
Grimes & Company
Massachusetts
$689K -$35.2K -523 -5%
ACA
675
Aptus Capital Advisors
Alabama
$686K -$348K -5,159 -36%
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