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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
651
Clarius Group LLC
Washington
$733K – – –
SHC
652
SALT Holding Corp
Delaware
$730K +$732K +9,938 New
LTAS
653
Linden Thomas Advisory Services
North Carolina
$728K +$33.4K +453 +5%
OCA
654
OpenArc Corporate Advisory
Georgia
$726K +$727K +9,874 New
WA
655
Wealth Alliance
New York
$725K +$36.5K +495 +5%
IIM
656
InTrack Investment Management
Vermont
$725K +$43.8K +594 +6%
VCA
657
Verdence Capital Advisors
Maryland
$725K +$10.9K +148 +2%
WAL
658
W Advisors LLC
Tennessee
$717K – – –
SCP
659
Sivia Capital Partners
California
$715K +$93.2K +1,265 +15%
DWP
660
Daymark Wealth Partners
Ohio
$712K +$11K +149 +2%
FWSM
661
First Wilshire Securities Management
California
$708K – – –
SWM
662
Shrier Wealth Management
California
$707K +$709K +9,625 New
HAIM
663
Hunter Associates Investment Management
Pennsylvania
$705K -$102K -1,390 -13%
V
664
VeraBank
Texas
$703K -$23K -312 -3%
PWA
665
Pitcairn Wealth Advisors
Pennsylvania
$702K +$704K +9,560 New
NS
666
NBC Securities
Alabama
$702K +$13K +176 +2%
AGA
667
Arkos Global Advisors
Texas
$700K -$12.6K -171 -2%
AFG
668
Artesa Financial Group
Texas
$699K +$701K +9,517 New
BA
669
Bridgewater Advisors
New York
$698K -$4.27K -58 -0.6%
PM
670
Penbrook Management
New York
$691K – – –
AG
671
AlTi Global
New York
$691K +$1.84K +25 +0.3%
FMII
672
Farmers & Merchants Investments Inc
Nebraska
$682K – – –
BMCM
673
Bryn Mawr Capital Management
Pennsylvania
$681K +$66.7K +905 +11%
ERIC
674
Eagle Rock Investment Company
Georgia
$680K – – –
GWMR
675
GC Wealth Management RIA
Massachusetts
$677K -$3.09K -42 -0.5%
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