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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
826
Berkshire Asset Management
Pennsylvania
$405K -$4.99K -76 -1%
AOWM
827
Alpha Omega Wealth Management
Virginia
$401K +$5.25K +80 +1%
IBOK
828
Independence Bank of Kentucky
Kentucky
$400K -$13.1K -200 -3%
GM
829
GeoWealth Management
Illinois
$399K +$398K +6,065 New
PA
830
Probity Advisors
Texas
$398K +$14K +214 +4%
AIM
831
Anchor Investment Management
South Carolina
$398K -$28.5K -435 -7%
HA
832
Hamel Associates
New Jersey
$398K – – –
SPIS
833
Steward Partners Investment Solutions
Oregon
$398K +$397K +6,043 New
SBIA
834
Sheaff Brock Investment Advisors
Indiana
$397K -$59.1K -900 -13%
AAIM
835
Asset Advisors Investment Management
Georgia
$395K – – –
SDJVC
836
St. Denis J. Villere & Co
Louisiana
$395K +$394K +6,000 New
BCMLT
837
Beacon Capital Management LLC (Tennessee)
Tennessee
$393K -$2.89K -44 -0.7%
TCB
838
Texas Capital Bancshares
Texas
$392K -$5.51K -84 -1%
LNB
839
Ledyard National Bank
$388K -$40.1K -611 -9%
FCP
840
Fidelis Capital Partners
Florida
$387K +$116K +1,764 +43%
PCS
841
Personal CFO Solutions
New Jersey
$386K +$39.2K +597 +11%
EI
842
Ethic Inc
New York
$385K +$49.9K +761 +15%
NG
843
Norden Group
Utah
$382K -$56.4K -860 -13%
TIM
844
Tevis Investment Management
Texas
$382K – – –
AWS
845
Arkfeld Wealth Strategies
Nebraska
$382K +$2.56K +39 +0.7%
AC
846
Avestar Capital
New York
$382K -$48.2K -734 -11%
RCAG
847
Rehmann Capital Advisory Group
Michigan
$380K -$39.8K -606 -9%
HAM
848
Harmony Asset Management
Arizona
$380K +$379K +5,768 New
NGA
849
Naples Global Advisors
Florida
$379K -$4.92K -75 -1%
SL
850
Sentry LLC
Tennessee
$379K -$118K -1,800 -24%
32 33
34
35 36