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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
Silverlake Wealth Management
Vermont
$275K – – –
RFA
852
Resurgent Financial Advisors
Georgia
$274K +$265K +4,815 New
BAM
853
Brave Asset Management
New Jersey
$273K – – –
RWA
854
Ropes Wealth Advisors
Massachusetts
$273K +$23K +418 +10%
DSC
855
Duncker Streett & Co
Missouri
$273K +$386 +7 +0.1%
WSTAM
856
Wilbanks Smith & Thomas Asset Management
Virginia
$272K +$264K +4,782 New
JWCA
857
J.W. Coons Advisors
Ohio
$272K – – –
AC
858
AXQ Capital
New Jersey
$271K +$263K +4,762 New
MOS
859
MGO One Seven
Ohio
$271K -$19K -345 -7%
BJL
860
Brighton Jones LLC
Washington
$269K +$25.7K +467 +11%
CC
861
Chicago Capital
Illinois
$268K – – –
MHC
862
Meyer Handelman Company
New York
$268K +$259K +4,700 New
BFA
863
Bill Few Associates
Pennsylvania
$267K – – –
MWM
864
Modera Wealth Management
New Jersey
$265K -$7.5K -136 -3%
GIP
865
Granite Investment Partners
California
$265K – – –
WPC
866
Wedmont Private Capital
Pennsylvania
$265K +$9.87K +179 +4%
CAI
867
Capital Advisors Inc
Oklahoma
$264K +$24.3K +441 +11%
CHC
868
City Holding Co
West Virginia
$263K -$15.5K -282 -6%
IWA
869
Icon Wealth Advisors
Texas
$263K +$32.7K +593 +15%
HPC
870
HM Payson & Co
Maine
$263K +$111K +2,022 +78%
CWS
871
Confluence Wealth Services
Pennsylvania
$262K -$31.7K -575 -11%
MCC
872
Money Concepts Capital
Florida
$261K +$251K +4,554 +12,650%
CCG
873
Chatham Capital Group
Georgia
$259K -$63.4K -1,150 -20%
RBFC
874
Roman Butler Fullerton & Co
Missouri
$259K +$772 +14 +0.3%
EHWM
875
Eads & Heald Wealth Management
Georgia
$259K +$11.6K +210 +5%
33 34
35
36 37