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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
826
Bridges Investment Management
Nebraska
$301K -$35.3K -600 -10%
PCMK
827
Paragon Capital Management (Kansas)
Kansas
$301K – – –
EGA
828
E&G Advisors
Texas
$299K -$52.9K -900 -15%
LKIM
829
Lawson Kroeker Investment Management
Nebraska
$299K +$306K +5,198 New
WDC
830
Woodward Diversified Capital
California
$297K +$588 +10 +0.2%
FMP
831
Financial Management Professionals
Texas
$296K +$91.7K +1,558 +43%
RWA
832
Ropes Wealth Advisors
Massachusetts
$296K +$20.4K +346 +7%
CWP
833
Curated Wealth Partners
California
$294K -$97.7K -1,660 -24%
AFG
834
AFS Financial Group
Maryland
$294K – – –
TGAM
835
TBH Global Asset Management
Tennessee
$290K +$296K +5,035 New
KCFA
836
Key Client Fiduciary Advisors
New Jersey
$289K -$26.1K -444 -8%
SDAM
837
Shulman DeMeo Asset Management
New York
$289K -$54.1K -920 -15%
RC
838
RBF Capital
California
$288K – – –
PP
839
Patten & Patten
Tennessee
$285K – – –
WSTAM
840
Wilbanks Smith & Thomas Asset Management
Virginia
$284K +$9.47K +161 +3%
EHWM
841
Eads & Heald Wealth Management
Georgia
$284K +$23.2K +395 +9%
BA
842
Ballew Advisors
Mississippi
$283K +$471 +8 +0.2%
SW
843
StrongBox Wealth
Missouri
$282K +$289K +4,905 New
LCWP
844
Legacy Capital Wealth Partners
Arkansas
$281K +$287K +4,881 New
CWS
845
Confluence Wealth Services
Pennsylvania
$280K +$16.5K +280 +6%
SAIG
846
Semper Augustus Investments Group
Colorado
$280K – – –
AB
847
Atlas Brown
Kentucky
$279K – – –
SWM
848
Silverlake Wealth Management
Vermont
$277K – – –
SXL
849
Summit X LLC
Missouri
$277K +$283K +4,818 New
BAM
850
Brave Asset Management
New Jersey
$276K – – –
32 33
34
35 36