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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
851
Legacy Capital Wealth Partners
Arkansas
$375K -$45.5K -695 -10%
CIAS
852
CFS Investment Advisory Services
New Jersey
$372K -$29.1K -444 -7%
RIL
853
Rothschild Investment LLC
Illinois
$372K -$77.5K -1,183 -17%
KIA
854
KCM Investment Advisors
California
$371K +$8.59K +131 +2%
HDIM
855
Hanson & Doremus Investment Management
Vermont
$370K +$63.5K +969 +20%
BMCM
856
Bryn Mawr Capital Management
Pennsylvania
$370K +$13.1K +200 +4%
1WM
857
1900 Wealth Management
Texas
$369K +$1.18K +18 +0.3%
PCM
858
Park Capital Management
Wisconsin
$369K +$386K +5,888 New
SW
859
SteelPeak Wealth
California
$369K -$983 -15 -0.3%
MWM
860
Modera Wealth Management
New Jersey
$367K -$17.1K -261 -4%
PAA
861
Peregrine Asset Advisers
Oregon
$367K -$62.8K -959 -14%
FNBOH
862
First National Bank of Hutchinson
Kansas
$367K – – –
ESB
863
Essex Savings Bank
Connecticut
$365K -$6.03K -92 -2%
RMAM
864
Raab & Moskowitz Asset Management
New Jersey
$365K -$36.8K -562 -9%
SMA
865
Seven Mile Advisory
New Jersey
$364K -$13.9K -212 -4%
EW
866
Element Wealth
Mississippi
$364K +$2.62K +40 +0.7%
KP
867
Keel Point
Alabama
$362K -$16.6K -254 -4%
MWM
868
Mattern Wealth Management
Kansas
$362K -$32.2K -491 -8%
AWM
869
Aprio Wealth Management
Georgia
$362K +$119K +1,809 +46%
SL
870
Sentry LLC
Tennessee
$361K – – –
MFG
871
Merit Financial Group
Georgia
$360K +$376K +5,740 New
CC
872
Callan Capital
California
$359K -$135K -2,057 -26%
LFG
873
Larson Financial Group
Missouri
$359K -$43.4K -663 -10%
PSP
874
Principal Street Partners
Tennessee
$358K -$327K -4,986 -47%
KOCAA
875
Knights of Columbus Asset Advisors
Connecticut
$358K – – –
33 34
35
36 37