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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CMMS
1026
Comprehensive Money Management Services
Florida
$291K – – –
DJSG
1027
D.J. St. Germain
Massachusetts
$290K -$58.4K -793 -17%
RCAG
1028
Rehmann Capital Advisory Group
Michigan
$289K -$22.2K -302 -7%
BC
1029
Broadwater Capital
Massachusetts
$288K -$106K -1,440 -27%
AW
1030
Alchemi Wealth
Connecticut
$288K +$289K +3,921 New
WPW
1031
Waldron Private Wealth
Pennsylvania
$288K – – –
WDC
1032
Woodward Diversified Capital
California
$288K +$12.9K +175 +5%
PS
1033
Planned Solutions
California
$285K +$3.17K +43 +1%
GP
1034
Greenline Partners
New York
$283K – – –
BCP
1035
Blue Chip Partners
Michigan
$283K -$9.5K -129 -3%
SPWG
1036
Syntegra Private Wealth Group
Missouri
$282K +$2.5K +34 +0.9%
BLFG
1037
Brian Low Financial Group
Louisiana
$281K +$44.2K +600 +19%
CCFCSB
1038
Cape Cod Five Cents Savings Bank
Massachusetts
$279K – – –
AWM
1039
Avior Wealth Management
Nebraska
$278K +$279K +3,785 New
NGA
1040
Naples Global Advisors
Florida
$278K -$48.6K -660 -15%
BPWM
1041
Badgley Phelps Wealth Managers
Washington
$278K +$278K +3,779 New
CPIG
1042
Chicago Partners Investment Group
Illinois
$277K +$10.8K +147 +4%
KA
1043
Klingman & Associates
New York
$276K +$10.2K +138 +4%
TWP
1044
Triad Wealth Partners
Kansas
$275K +$35.6K +483 +15%
SG
1045
StoneX Group
New York
$275K +$8.91K +121 +3%
HI
1046
Horizon Investments
North Carolina
$272K +$13.4K +182 +5%
VIP
1047
Viewpoint Investment Partners
Alberta, Canada
$272K +$273K +3,700 New
PCM
1048
Park Capital Management
Wisconsin
$271K -$2.58K -35 -0.9%
IAMOG
1049
Investors Asset Management of Georgia
Georgia
$270K – – –
GFM
1050
GF Fund Management
China
$270K +$270K +3,672 New
40 41
42
43 44