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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
801
Burke & Herbert Bank & Trust
Virginia
$499K +$494K +6,910 New
FFA
802
First Foundation Advisors
California
$496K -$26.9K -377 -5%
RWP
803
RWA Wealth Partners
Massachusetts
$492K +$32.3K +452 +7%
LSIA
804
LaSalle St. Investment Advisors
Illinois
$489K +$194K +2,717 +67%
HL
805
HeadInvest LLC
Maine
$489K -$5.72K -80 -1%
CC
806
Courier Capital
New York
$485K -$15.4K -215 -3%
FFA
807
Founders Financial Alliance
North Carolina
$483K +$4.07K +57 +0.9%
RMAM
808
Raab & Moskowitz Asset Management
New Jersey
$483K -$4.72K -66 -1%
RPC
809
Rossmore Private Capital
Connecticut
$482K -$5.72K -80 -1%
FWP
810
FAS Wealth Partners
Kansas
$482K +$31.5K +441 +7%
PWP
811
Principle Wealth Partners
Connecticut
$481K +$23.7K +331 +5%
CC
812
Chicago Capital
Illinois
$481K +$143K +2,000 +43%
HC
813
Hara Capital
Washington
$480K – – –
EG
814
Ellerson Group
Maryland
$480K -$85.8K -1,200 -15%
AWM
815
Aries Wealth Management
Maine
$479K +$97.7K +1,367 +26%
ATC
816
Argent Trust Co
Tennessee
$476K -$42.4K -593 -8%
CH
817
Cromwell Holdings
Wyoming
$473K +$468K +6,552 New
JCM
818
Jacobi Capital Management
Pennsylvania
$473K -$3K -42 -0.6%
BWM
819
BigSur Wealth Management
Florida
$472K +$107K +1,500 +30%
IIM
820
InTrack Investment Management
Vermont
$472K -$16.2K -227 -3%
SWM
821
Silverlake Wealth Management
Vermont
$470K +$172K +2,400 +58%
EI
822
Ethic Inc
New York
$470K -$3.79K -53 -0.8%
BHIA
823
Birch Hill Investment Advisors
Massachusetts
$469K – – –
E3F
824
Eight 31 Financial
Texas
$468K -$136K -1,897 -23%
BMC
825
Beaton Management Company
Massachusetts
$464K – – –
31 32
33
34 35