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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
926
Geneos Wealth Management
Colorado
$382K -$289K -3,347 -40%
TT
927
TI-Trust
Illinois
$381K – – –
I2I
928
Insight 2811 Inc
Illinois
$381K +$1.73K +20 +0.4%
KFGK
929
Keystone Financial Group (Kentucky)
Kentucky
$380K +$30.6K +355 +8%
AB
930
Atlas Brown
Kentucky
$376K – – –
LNB
931
Ledyard National Bank
$376K – – –
EGA
932
E&G Advisors
Texas
$375K -$1.73K -20 -0.4%
SWM
933
Silverlake Wealth Management
Vermont
$375K +$86 +1 +0%
EWS
934
Evergreen Wealth Solutions
Pennsylvania
$375K +$139K +1,610 +63%
SI
935
Saxon Interests
Texas
$373K +$416K +4,816 New
ASA
936
Axxion S.A.
Luxembourg
$373K +$415K +4,812 New
FMP
937
Financial Management Professionals
Texas
$372K +$11.8K +137 +3%
NSIM
938
North Star Investment Management
Illinois
$372K -$3.88K -45 -0.9%
NFG
939
Nations Financial Group
Iowa
$372K -$28.4K -329 -6%
HCP
940
Hardin Capital Partners
South Carolina
$372K -$44.5K -516 -10%
GFA
941
Gallagher Fiduciary Advisors
Illinois
$371K -$42.2K -489 -9%
CFG
942
Certior Financial Group
Pennsylvania
$371K +$132K +1,534 +47%
RC
943
Rahlfs Capital
Texas
$370K – – –
QWP
944
Quotient Wealth Partners
Texas
$370K -$35K -405 -8%
FA
945
Fiduciary Alliance
South Carolina
$369K -$514K -5,954 -56%
CP
946
Canopy Partners
Ohio
$369K +$4.23K +49 +1%
CA
947
Cache Advisors
California
$364K – – –
CGA
948
Crescent Grove Advisors
Illinois
$363K +$186K +2,151 +85%
CAL
949
Capital Analysts LLC
Pennsylvania
$361K – – –
GSB
950
Greenfield Savings Bank
Massachusetts
$361K – – –
36 37
38
39 40