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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
901
Blue Barn Wealth
Utah
$236K -$21.9K -373 -8%
TCA
902
Transcend Capital Advisors
New Jersey
$236K +$241K +4,099 New
HPC
903
HM Payson & Co
Maine
$235K -$30.7K -522 -11%
BFM
904
Boston Financial Management
Massachusetts
$235K -$14.1K -240 -6%
VCAM
905
Van Cleef Asset Management
Ohio
$235K – – –
RFN
906
RDA Financial Network
Iowa
$234K – – –
AA
907
Altman Advisors
Illinois
$233K +$1.21M +20,617 New
TAM
908
Tucker Asset Management
Colorado
$233K +$35.5K +604 +18%
SFP
909
Sandbox Financial Partners
Maryland
$232K +$238K +4,040 New
KMWM
910
Keudell/Morrison Wealth Management
Oregon
$232K +$237K +4,032 New
CA
911
Cornerstone Advisory
Maryland
$231K – – –
RCA
912
Resonant Capital Advisors
Wisconsin
$231K – – –
TPM
913
Triasima Portfolio Management
Quebec, Canada
$230K – – –
CFG
914
Cooper Financial Group
California
$229K +$18.8K +319 +9%
OC
915
Oakworth Capital
Alabama
$229K – – –
CBA
916
Coastal Bridge Advisors
Connecticut
$229K +$353 +6 +0.2%
TT
917
TI-Trust
Illinois
$229K – – –
FM
918
Family Management
New York
$228K – – –
GIA
919
Gladstone Institutional Advisory
Florida
$228K -$57.1K -971 -20%
CWM
920
Chemistry Wealth Management
New York
$228K – – –
BBVA
921
Banco Bilbao Vizcaya Argentaria
Spain
$227K +$232K +3,947 New
WWM
922
Western Wealth Management
Colorado
$227K -$182K -3,098 -44%
EDRH
923
Edmond de Rothschild Holding
Switzerland
$226K – – –
WEG
924
World Equity Group
Illinois
$226K +$1.27M +21,598 New
ZB
925
Zions Bancorporation
Utah
$226K -$86.3K -1,467 -27%
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