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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
ETS
1026
ESL Trust Services
New York
$309K – – –
SIC
1027
Salem Investment Counselors
North Carolina
$309K -$259 -3 -0.1%
AP
1028
Advisortrust Partners
North Carolina
$308K +$18.1K +210 +6%
FWP
1029
Flatrock Wealth Partners
California
$306K +$1.29K +15 +0.4%
BA
1030
Ballew Advisors
Mississippi
$305K +$432 +5 +0.1%
JCM
1031
Jacobi Capital Management
Pennsylvania
$305K +$1.64K +19 +0.5%
JFGLC
1032
Johnson Financial Group LLC (Colorado)
Colorado
$304K +$39.3K +455 +13%
AWC
1033
Abundance Wealth Counselors
Pennsylvania
$304K +$129K +1,500 +62%
VA
1034
VestGen Advisors
Illinois
$304K -$24.4K -283 -7%
WSC
1035
Wellington Shields & Co
New York
$303K -$44.4K -514 -12%
MFA
1036
Mayflower Financial Advisors
Massachusetts
$303K +$77.1K +893 +30%
TWP
1037
Triad Wealth Partners
Kansas
$303K -$14.9K -173 -5%
CIA
1038
Cape Investment Advisory
Georgia
$302K -$259 -3 -0.1%
KMWM
1039
Keudell/Morrison Wealth Management
Oregon
$301K -$8.37K -97 -2%
IWN
1040
Independent Wealth Network
Iowa
$301K +$97K +1,124 +41%
GP
1041
Greenline Partners
New York
$300K – – –
DE
1042
Diversified Enterprises
Delaware
$300K -$26.5K -307 -7%
SC
1043
Sepio Capital
Utah
$299K -$40.8K -473 -11%
CMMS
1044
Comprehensive Money Management Services
Florida
$299K +$34.5K +400 +12%
BW
1045
BIP Wealth
Georgia
$298K +$81.2K +941 +32%
X
1046
Xponance
Pennsylvania
$298K +$331K +3,839 New
NGA
1047
Naples Global Advisors
Florida
$298K +$8.29K +96 +3%
SMA
1048
Seven Mile Advisory
New Jersey
$298K +$5.7K +66 +2%
DI
1049
Diligent Investors
California
$297K -$34.3K -397 -9%
PCA
1050
Purkiss Capital Advisors
Connecticut
$297K +$25.3K +293 +8%
40 41
42
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