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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
851
TCTC Holdings
Texas
$221K – – –
EWM
852
EPG Wealth Management
Georgia
$221K +$1.01K +18 +0.4%
WA
853
Wambolt & Associates
Colorado
$221K +$238K +4,230 New
BCV
854
Banque Cantonale Vaudoise
Switzerland
$220K – – –
SWA
855
SFMG Wealth Advisors
Texas
$220K – – –
ACP
856
Ashfield Capital Partners
California
$219K -$17.3K -308 -7%
BA
857
Ballew Advisors
Mississippi
$219K +$266K +4,740 New
QCM
858
Quantinno Capital Management
New York
$217K +$233K +4,150 New
NB
859
Northwest Bancshares
Pennsylvania
$215K -$8.31K -148 -3%
ZB
860
Zions Bancorporation
Utah
$214K -$176K -3,127 -43%
CAI
861
Capital Advisors Inc
Oklahoma
$214K -$20.9K -372 -8%
AWS
862
Atria Wealth Solutions
New York
$213K -$693K -12,328 -75%
VCAM
863
Van Cleef Asset Management
Ohio
$213K – – –
AT
864
Arden Trust
Delaware
$213K +$229K +4,080 New
AWA
865
Arete Wealth Advisors
Illinois
$212K -$122K -2,170 -29%
PMA
866
Prudent Man Advisors
Illinois
$211K -$28.4K -505 -11%
MIM
867
Marco Investment Management
Georgia
$211K +$226K +4,030 New
WSTAM
868
Wilbanks Smith & Thomas Asset Management
Virginia
$211K +$227K +4,036 New
CA
869
Cornerstone Advisory
Maryland
$210K -$225K -4,000 -50%
RCA
870
Resonant Capital Advisors
Wisconsin
$210K +$6.24K +111 +3%
UFA
871
US Financial Advisors
Massachusetts
$210K +$226K +4,019 New
TBA
872
Tower Bridge Advisors
Pennsylvania
$210K – – –
FPS
873
Fieldpoint Private Securities
Connecticut
$209K -$66.2K -1,178 -23%
NCM
874
Noesis Capital Mangement
Florida
$209K – – –
BPWM
875
Badgley Phelps Wealth Managers
Washington
$208K +$224K +3,984 New
33 34
35
36 37