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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
851
Strategic Advisors
New York
$429K +$108K +1,500 +33%
SN
852
Sittner & Nelson
Oregon
$429K -$14.3K -198 -3%
CIAS
853
Capital Investment Advisory Services
North Carolina
$428K +$27.6K +384 +7%
SW
854
SteelPeak Wealth
California
$428K -$17.2K -239 -4%
AWM
855
Aprio Wealth Management
Georgia
$425K +$113K +1,573 +36%
MWM
856
Modera Wealth Management
New Jersey
$422K -$61.9K -859 -13%
AA
857
Ancora Advisors
Ohio
$421K +$92.6K +1,286 +28%
FIA
858
Foundations Investment Advisors
Arizona
$421K -$3.96K -55 -0.9%
ECA
859
Elevated Capital Advisors
Utah
$419K -$46.1K -640 -10%
CIAS
860
CFS Investment Advisory Services
New Jersey
$418K -$3.89K -54 -1%
PWPS
861
Pinnacle Wealth Planning Services
Ohio
$417K -$12.1K -168 -3%
LCWP
862
Legacy Capital Wealth Partners
Arkansas
$412K +$4.75K +66 +1%
CBOR
863
Community Bank of Raymore
Missouri
$404K – – –
AC
864
Avestar Capital
New York
$404K +$8.64K +120 +2%
RC
865
Rexford Capital
Texas
$404K +$7.85K +109 +2%
BIM
866
Bridges Investment Management
Nebraska
$402K +$576 +8 +0.1%
FPAS
867
Focus Partners Advisor Solutions
Missouri
$402K -$194K -2,699 -33%
WHC
868
Wulff, Hansen & Co
California
$401K – – –
SMA
869
Seven Mile Advisory
New Jersey
$397K -$2.02K -28 -0.5%
HCP
870
Hardin Capital Partners
South Carolina
$395K -$118K -1,638 -23%
SC
871
SummitTX Capital
Texas
$395K +$398K +5,523 New
CWM
872
Cordatus Wealth Management
Pennsylvania
$393K +$10.2K +141 +3%
LSIA
873
LaSalle St. Investment Advisors
Illinois
$390K -$169K -2,343 -30%
MJP
874
Michael J. Puzo
$390K – – –
HR
875
Hardy Reed
Mississippi
$390K +$77.1K +1,071 +24%
33 34
35
36 37