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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
926
Alliance Wealth Advisors (Utah)
Utah
$454K -$117K -1,446 -23%
RA
927
Riversedge Advisors
Delaware
$454K +$10.9K +135 +3%
EGA
928
E&G Advisors
Texas
$452K – – –
AB
929
Atlas Brown
Kentucky
$451K – – –
LNB
930
Ledyard National Bank
$450K -$1.62K -20 -0.4%
NSIM
931
North Star Investment Management
Illinois
$450K +$1.05K +13 +0.3%
ML
932
McAdam LLC
Pennsylvania
$450K +$18.4K +228 +5%
SWM
933
Silverlake Wealth Management
Vermont
$449K -$16.2K -200 -4%
BAM
934
Brave Asset Management
New Jersey
$446K – – –
RC
935
Rahlfs Capital
Texas
$444K – – –
MA
936
MONECO Advisors
Connecticut
$444K -$242K -2,996 -39%
BWM
937
Baron Wealth Management
Michigan
$442K – – –
AOWM
938
Alpha Omega Wealth Management
Virginia
$441K – – –
ZIM
939
Zacks Investment Management
Illinois
$440K +$383K +4,735 New
PA
940
Procyon Advisors
Connecticut
$438K +$108K +1,338 +40%
CP
941
Canopy Partners
Ohio
$437K +$6.87K +85 +2%
BAM
942
Belpointe Asset Management
Nevada
$437K +$127K +1,569 +50%
CA
943
Cache Advisors
California
$436K – – –
FMP
944
Financial Management Professionals
Texas
$434K -$10.7K -133 -3%
CAL
945
Capital Analysts LLC
Pennsylvania
$433K -$9.21K -114 -2%
GSB
946
Greenfield Savings Bank
Massachusetts
$433K – – –
SW
947
SVB Wealth
Massachusetts
$432K +$19.9K +246 +6%
MWM
948
Modern Wealth Management
Kansas
$432K -$177K -2,188 -32%
OPCM
949
Osborne Partners Capital Management
California
$429K -$113K -1,400 -23%
AMM
950
American Money Management
California
$428K -$38.2K -473 -9%
36 37
38
39 40