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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
901
Sax Wealth Advisors
New Jersey
$407K +$34.6K +401 +10%
MOS
902
MGO One Seven
Ohio
$407K +$102K +1,185 +29%
VWM
903
Venturi Wealth Management
Texas
$406K +$28.8K +334 +7%
LF
904
Lantz Financial
Illinois
$403K -$12.5K -145 -3%
BIM
905
Bridges Investment Management
Nebraska
$403K – – –
IA
906
Integrity Alliance
Iowa
$401K +$17.6K +204 +4%
PP
907
Patten & Patten
Tennessee
$400K – – –
SFG
908
SNS Financial Group
Minnesota
$399K +$445K +5,150 New
EW
909
Element Wealth
Mississippi
$399K +$2.33K +27 +0.5%
KIA
910
KCM Investment Advisors
California
$397K -$518 -6 -0.1%
FIA
911
Foundations Investment Advisors
Arizona
$396K -$330K -3,818 -43%
PA
912
Procyon Advisors
Connecticut
$396K +$34.4K +399 +8%
BCM
913
Banyan Capital Management
Georgia
$395K – – –
CA
914
Cullinan Associates
Kentucky
$395K – – –
LCM
915
Lunt Capital Management
Utah
$395K – – –
SIA
916
Soltis Investment Advisors
Utah
$395K -$51.4K -595 -10%
CPIG
917
Chicago Partners Investment Group
Illinois
$394K +$47.9K +555 +14%
IAIM
918
International Assets Investment Management
Florida
$394K +$91.2K +1,056 +26%
LSIA
919
LaSalle St. Investment Advisors
Illinois
$394K -$43.1K -499 -9%
AIA
920
AIMZ Investment Advisors
California
$390K +$4.32K +50 +1%
VM
921
VPR Management
Texas
$388K – – –
OFG
922
Oxford Financial Group
Indiana
$385K -$2.42K -28 -0.6%
SAIG
923
Semper Augustus Investments Group
Colorado
$385K – – –
TPCM
924
Templeton & Phillips Capital Management
Tennessee
$383K +$3.45K +40 +0.8%
OFS
925
OneAscent Financial Services
Alabama
$382K -$46.1K -534 -10%
35 36
37
38 39