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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
LCS
826
Levin Capital Strategies
New York
$315K +$313K +5,217 New
WSTAM
827
Wilbanks Smith & Thomas Asset Management
Virginia
$313K +$14.9K +248 +5%
WDC
828
Woodward Diversified Capital
California
$311K – – –
CWP
829
Curated Wealth Partners
California
$309K – – –
OWA
830
Outlook Wealth Advisors
Texas
$309K +$90.2K +1,503 +42%
AFG
831
AFS Financial Group
Maryland
$308K – – –
AR
832
Apeiron RIA
Texas
$305K – – –
SXL
833
Summit X LLC
Missouri
$305K +$14.2K +237 +5%
KCFA
834
Key Client Fiduciary Advisors
New Jersey
$305K +$1.74K +29 +0.6%
SFG
835
SevenBridge Financial Group
Pennsylvania
$305K -$15.3K -255 -5%
RC
836
RBF Capital
California
$302K – – –
MWM
837
Modera Wealth Management
New Jersey
$302K +$41.8K +697 +16%
LKIM
838
Lawson Kroeker Investment Management
Nebraska
$300K -$13.4K -223 -4%
TGAM
839
TBH Global Asset Management
Tennessee
$300K -$3.78K -63 -1%
PP
840
Patten & Patten
Tennessee
$299K – – –
EHWM
841
Eads & Heald Wealth Management
Georgia
$299K – – –
EGA
842
E&G Advisors
Texas
$299K -$15K -250 -5%
CIAS
843
CFS Investment Advisory Services
New Jersey
$298K +$296K +4,929 New
SDAM
844
Shulman DeMeo Asset Management
New York
$295K -$7.8K -130 -3%
IWM
845
IHT Wealth Management
Illinois
$293K +$291K +4,852 New
LI
846
Lafayette Investments
Maryland
$293K -$44.1K -735 -13%
AB
847
Atlas Brown
Kentucky
$292K – – –
SWM
848
Silverlake Wealth Management
Vermont
$291K – – –
CWS
849
Confluence Wealth Services
Pennsylvania
$291K -$3.6K -60 -1%
BAM
850
Brave Asset Management
New Jersey
$290K – – –
32 33
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35 36