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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
901
MGO One Seven
Ohio
$407K +$102K +1,185 +29%
VWM
902
Venturi Wealth Management
Texas
$406K +$28.8K +334 +7%
LF
903
Lantz Financial
Illinois
$403K -$12.5K -145 -3%
BIM
904
Bridges Investment Management
Nebraska
$403K – – –
IA
905
Integrity Alliance
Iowa
$401K +$17.6K +204 +4%
PP
906
Patten & Patten
Tennessee
$400K – – –
SFG
907
SNS Financial Group
Minnesota
$399K +$445K +5,150 New
EW
908
Element Wealth
Mississippi
$399K +$2.33K +27 +0.5%
KIA
909
KCM Investment Advisors
California
$397K -$518 -6 -0.1%
FIA
910
Foundations Investment Advisors
Arizona
$396K -$330K -3,818 -43%
PA
911
Procyon Advisors
Connecticut
$396K +$34.4K +399 +8%
BCM
912
Banyan Capital Management
Georgia
$395K – – –
CA
913
Cullinan Associates
Kentucky
$395K – – –
LCM
914
Lunt Capital Management
Utah
$395K – – –
SIA
915
Soltis Investment Advisors
Utah
$395K -$51.4K -595 -10%
CPIG
916
Chicago Partners Investment Group
Illinois
$394K +$47.9K +555 +14%
IAIM
917
International Assets Investment Management
Florida
$394K +$91.2K +1,056 +26%
LSIA
918
LaSalle St. Investment Advisors
Illinois
$394K -$43.1K -499 -9%
AIA
919
AIMZ Investment Advisors
California
$390K +$4.32K +50 +1%
VM
920
VPR Management
Texas
$388K – – –
OFG
921
Oxford Financial Group
Indiana
$385K -$2.42K -28 -0.6%
SAIG
922
Semper Augustus Investments Group
Colorado
$385K – – –
TPCM
923
Templeton & Phillips Capital Management
Tennessee
$383K +$3.45K +40 +0.8%
OFS
924
OneAscent Financial Services
Alabama
$382K -$46.1K -534 -10%
GWM
925
Geneos Wealth Management
Colorado
$382K -$289K -3,347 -40%
35 36
37
38 39