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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Circle Wealth Management
New Jersey
$650K – – –
ST
677
Smithfield Trust
Pennsylvania
$649K +$2.05K +32 +0.3%
GI
678
GAMCO Investors
Connecticut
$647K +$16.5K +258 +3%
BTWM
679
Baker Tilly Wealth Management
Wisconsin
$646K +$17.1K +267 +3%
VCA
680
Verdence Capital Advisors
Maryland
$644K -$1.35K -21 -0.2%
TH
681
TCTC Holdings
Texas
$643K +$7.69K +120 +1%
SWM
682
Spire Wealth Management
Virginia
$641K +$15.9K +248 +3%
CL
683
Choreo LLC
Illinois
$641K +$54.1K +844 +10%
NB
684
NBT Bank
New York
$640K -$5.25K -82 -0.9%
FIM
685
Fruth Investment Management
Texas
$640K – – –
DWM
686
Dynasty Wealth Management
Florida
$640K +$612K +9,546 New
CAMG
687
CWA Asset Management Group
Florida
$638K +$610K +9,514 New
WA
688
Waverly Advisors
Alabama
$637K +$609K +9,502 New
BTI
689
Blue Trust Inc
Georgia
$635K +$40.5K +632 +7%
SLAM
690
Swiss Life Asset Management
$634K -$342K -5,334 -36%
AI
691
Atom Investors
Texas
$633K +$399K +6,220 +193%
FWSM
692
First Wilshire Securities Management
California
$628K +$12.2K +191 +2%
1WA
693
180 Wealth Advisors
Washington
$622K +$8.84K +138 +2%
MCA
694
MSH Capital Advisors
Arizona
$622K -$15.8K -246 -3%
ECA
695
Elevated Capital Advisors
Utah
$621K – – –
HIP
696
Harrell Investment Partners
Texas
$620K +$2.37K +37 +0.4%
ERIC
697
Eagle Rock Investment Company
Georgia
$620K – – –
NFC
698
Northeast Financial Consultants
Connecticut
$620K – – –
SPG
699
Strategic Planning Group
Utah
$619K +$93.7K +1,462 +19%
NPT
700
National Philanthropic Trust
Pennsylvania
$616K -$61.8K -965 -10%
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