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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
976
Signature Wealth Management Partners
New Jersey
$293K – – –
JWCA
977
J.W. Coons Advisors
Ohio
$293K – – –
SWA
978
Sax Wealth Advisors
New Jersey
$293K -$13.7K -204 -5%
AWM
979
AllSquare Wealth Management
New York
$292K +$77.1K +1,150 +38%
TP
980
Tranquility Partners
Tennessee
$291K – – –
DA
981
Doliver Advisors
Texas
$291K – – –
FG
982
Foster Group
Iowa
$291K +$7.24K +108 +3%
LI
983
Lafayette Investments
Maryland
$289K +$6.9K +103 +3%
BCM
984
Brookstone Capital Management
Illinois
$287K +$21.9K +327 +9%
BA
985
Ballew Advisors
Mississippi
$287K +$268 +4 +0.1%
AWM
986
Angeles Wealth Management
California
$287K -$47.5K -709 -15%
IAP
987
Indie Asset Partners
Indiana
$286K -$20.2K -302 -7%
GF
988
Goodman Financial
Texas
$285K +$28.7K +428 +12%
FMP
989
Financial Management Professionals
Texas
$284K +$1.27K +19 +0.5%
OFS
990
OneAscent Financial Services
Alabama
$283K -$256K -3,823 -49%
NCM
991
Northside Capital Management
Oregon
$282K +$269K +4,010 New
AWP
992
Accretive Wealth Partners
New Jersey
$282K – – –
AIM
993
Avity Investment Management
Connecticut
$281K – – –
UPS
994
UHLMANN PRICE SECURITIES
Illinois
$281K +$402 +6 +0.2%
ETS
995
ESL Trust Services
New York
$281K – – –
JCM
996
Jacobi Capital Management
Pennsylvania
$280K -$122K -1,817 -31%
QIM
997
Quantitative Investment Management
Virginia
$280K +$267K +3,979 New
RA
998
Riversedge Advisors
Delaware
$280K -$49.3K -735 -16%
BCP
999
Blue Chip Partners
Michigan
$279K +$2.15K +32 +0.8%
TF
1000
Trek Financial
Arizona
$279K +$265K +3,960 New
38 39
40
41 42