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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
Clearstead Trust
Maine
$591K -$111K -1,652 -17%
CW
727
CreativeOne Wealth
Kansas
$590K -$56K -831 -9%
GWM
728
Gibbs Wealth Management
Georgia
$590K +$128K +1,894 +31%
PA
729
Probity Advisors
Texas
$589K +$40.8K +605 +8%
OIC
730
Orion Investment Company
Missouri
$586K -$808 -12 -0.1%
SCP
731
Sivia Capital Partners
California
$584K +$35.4K +525 +7%
EFA
732
Evernest Financial Advisors
Indiana
$584K -$153K -2,267 -22%
SMC
733
Smith, Moore & Co
Missouri
$582K +$6.4K +95 +1%
EAM
734
Everstar Asset Management
North Carolina
$581K +$214K +3,178 +67%
M
735
MOTCO
Texas
$580K -$3.03K -45 -0.6%
CAI
736
Capital Advisors Inc
Oklahoma
$579K +$29.6K +440 +6%
LFS
737
Leibman Financial Services
Nebraska
$577K -$1.42K -21 -0.3%
WF
738
Welch & Forbes
Massachusetts
$574K – – –
OFS
739
OneAscent Financial Services
Alabama
$572K +$527K +7,824 New
CAM
740
Councilmark Asset Management
Tennessee
$570K – – –
SWM
741
Seed Wealth Management
Illinois
$569K – – –
BGAI
742
Bruce G. Allen Investments
Colorado
$568K -$4.38K -65 -0.8%
DP
743
Dearborn Partners
Illinois
$567K -$9.77K -145 -2%
AGC
744
Aspen Grove Capital
Colorado
$565K +$64.1K +951 +14%
NFC
745
Northstar Financial Companies
Pennsylvania
$565K +$472 +7 +0.1%
FMTC
746
Farmers & Merchants Trust Company
California
$565K -$124K -1,845 -19%
NWAG
747
Net Worth Advisory Group
Utah
$564K -$32.3K -480 -6%
BOH
748
Bank of Hawaii
Hawaii
$564K -$132K -1,960 -20%
IIM
749
InTrack Investment Management
Vermont
$564K +$674 +10 +0.1%
KCPG
750
Kavar Capital Partners Group
Kansas
$563K -$13.5K -200 -3%
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