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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
701
Argent Trust Co
Tennessee
$520K -$8.84K -142 -2%
IP
702
Ignite Planners
California
$516K +$1.25K +20 +0.2%
LWAM
703
Legacy Wealth Asset Management
Minnesota
$516K +$8.09K +130 +2%
CP
704
Covenant Partners
Tennessee
$515K +$498K +8,005 New
WAG
705
Wallace Advisory Group
California
$514K +$16.4K +263 +3%
TCA
706
Transcend Capital Advisors
New Jersey
$514K +$202K +3,242 +68%
NIM
707
Northeast Investment Management
Massachusetts
$512K +$20.2K +325 +4%
EG
708
Ellerson Group
Maryland
$512K +$61K +980 +14%
VVP
709
Venture Visionary Partners
Ohio
$510K +$108K +1,729 +28%
PCM
710
Parsons Capital Management
Rhode Island
$510K -$6.85K -110 -1%
AIM
711
Alhambra Investment Management
Florida
$508K – – –
NB
712
NBT Bank
New York
$505K -$124K -2,000 -20%
HI
713
Harbour Investments
Wisconsin
$500K -$8.65K -139 -2%
WHG
714
Westwood Holdings Group
Texas
$500K – – –
NAM
715
NTV Asset Management
West Virginia
$499K +$249 +4 +0.1%
GCM
716
Gables Capital Management
Florida
$498K – – –
EH
717
Equitable Holdings
New York
$493K +$15.3K +246 +3%
GC
718
Grimes & Company
Massachusetts
$490K +$747 +12 +0.2%
SL
719
Sentry LLC
Tennessee
$487K -$37.9K -609 -7%
CIA
720
Choate Investment Advisors
Massachusetts
$486K +$469K +7,542 New
CL
721
Choreo LLC
Illinois
$485K +$48.9K +786 +12%
SIG
722
Stonegate Investment Group
Alabama
$484K -$2.43K -39 -0.5%
AWAU
723
Alliance Wealth Advisors (Utah)
Utah
$483K -$43.2K -694 -8%
AI
724
Atom Investors
Texas
$482K +$466K +7,493 New
CW
725
CreativeOne Wealth
Kansas
$482K -$95.8K -1,539 -17%
27 28
29
30 31