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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
876
Rehmann Capital Advisory Group
Michigan
$375K -$12.2K -190 -3%
SMA
877
Seven Mile Advisory
New Jersey
$370K -$14.5K -226 -4%
SA
878
Strategic Advisors
New York
$369K -$64.1K -1,000 -15%
CBFP
879
Cedar Brook Financial Partners
Ohio
$365K +$5.13K +80 +1%
AA
880
AlphaQ Advisors
Florida
$365K -$51.1K -797 -13%
ESB
881
Essex Savings Bank
Connecticut
$363K – – –
IP
882
Isthmus Partners
Wisconsin
$362K +$346K +5,407 New
WA
883
Wealthstream Advisors
New York
$360K -$116K -1,817 -25%
MFG
884
Merit Financial Group
Georgia
$358K +$317K +4,953 New
GSB
885
Greenfield Savings Bank
Massachusetts
$355K – – –
PCMK
886
Paragon Capital Management (Kansas)
Kansas
$355K +$4.04K +63 +1%
TIM
887
Tevis Investment Management
Texas
$355K -$32.9K -514 -9%
SFC
888
Strategic Financial Concepts
Texas
$354K +$111K +1,739 +49%
AWM
889
Aries Wealth Management
Maine
$353K – – –
BIM
890
Bridges Investment Management
Nebraska
$351K – – –
GC
891
Gratus Capital
Georgia
$348K +$333K +5,192 New
KOCAA
892
Knights of Columbus Asset Advisors
Connecticut
$347K +$187K +2,911 +129%
EHAM
893
Eagle Harbor Asset Management
Washington
$346K -$38.1K -594 -10%
IAIM
894
International Assets Investment Management
Florida
$344K +$15.3K +239 +5%
LCM
895
Lunt Capital Management
Utah
$342K -$20.7K -323 -6%
APG
896
Abacus Planning Group
South Carolina
$341K +$5.7K +89 +2%
HP
897
Holistic Planning
Texas
$339K -$2.18K -34 -0.7%
BWM
898
BigSur Wealth Management
Florida
$338K +$96.1K +1,500 +42%
IWA
899
Icon Wealth Advisors
Texas
$337K +$13.8K +215 +4%
CCC
900
Chelsea Counsel Company
California
$336K -$1.4M -21,900 -81%
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