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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
951
Linscomb Wealth
Texas
$211K -$33.9K -576 -14%
NB
952
Northwest Bancshares
Pennsylvania
$210K +$215K +3,650 New
GF
953
Goodman Financial
Texas
$209K -$9.35K -159 -4%
DA
954
Doliver Advisors
Texas
$209K – – –
OWA
955
Outlook Wealth Advisors
Texas
$208K -$7.77K -132 -4%
NFA
956
Northern Financial Advisors
Michigan
$207K +$425K +7,219 New
FIA
957
Foundations Investment Advisors
Arizona
$207K -$27.2K -463 -11%
EFSCE
958
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$210K +3,572 New
DAM
959
Delta Asset Management
Tennessee
$205K – – –
RMDI
960
R.M. Davis Inc
Maine
$204K -$25K -425 -11%
TCM
961
Tufton Capital Management
Maryland
$204K – – –
WG
962
Welch Group
Alabama
$204K -$31.4K -533 -13%
QPWM
963
Quadrant Private Wealth Management
Pennsylvania
$204K -$588 -10 -0.3%
MA
964
MONECO Advisors
Connecticut
$203K +$208K +3,533 New
MBTD
965
Mechanics Bank - Trust Department
California
$203K – – –
WAM
966
Weinberger Asset Management
California
$203K – – –
TA
967
Tiedemann Advisors
New York
$202K -$47.1K -800 -19%
TBA
968
Tower Bridge Advisors
Pennsylvania
$202K +$206K +3,507 New
DLG
969
Daniel L. Goodwin
$201K +$206K +3,500 New
CWP
970
CFM Wealth Partners
Texas
$201K +$206K +3,498 New
BPWM
971
Badgley Phelps Wealth Managers
Washington
$201K +$206K +3,494 New
RWB
972
RMR Wealth Builders
New Jersey
$201K -$8.77K -149 -4%
GWM
973
Geneos Wealth Management
Colorado
$195K -$202K -3,441 -50%
HS
974
Horan Securities
United States
$192K +$4.12K +70 +2%
PFSC
975
Peoples Financial Services Corp
Pennsylvania
$187K – – –
37 38
39
40 41