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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1051
Cadinha & Co
Hawaii
$242K -$28.2K -440 -11%
KCM
1052
Kathmere Capital Management
Pennsylvania
$242K +$21.8K +340 +10%
MBT
1053
Montecito Bank & Trust
California
$240K +$13.3K +207 +6%
DAM
1054
Delta Asset Management
Tennessee
$238K – – –
TCM
1055
Tufton Capital Management
Maryland
$238K – – –
IW
1056
Imprint Wealth
South Carolina
$237K +$224K +3,495 New
SC
1057
Sawyer & Company
Massachusetts
$237K -$3.52K -55 -2%
BWP
1058
Barlow Wealth Partners
Kentucky
$237K – – –
WAM
1059
Weinberger Asset Management
California
$236K – – –
CCG
1060
Catalina Capital Group
California
$236K +$225K +3,517 New
SMG
1061
Smart Money Group
Texas
$236K -$192 -3 -0.1%
LTAS
1062
Linden Thomas Advisory Services
North Carolina
$233K +$223K +3,477 New
TAM
1063
Titleist Asset Management
Texas
$233K +$222K +3,472 New
TLP
1064
Trinity Legacy Partners
Texas
$231K -$25.6K -400 -10%
SWA
1065
Stratos Wealth Advisors
Ohio
$229K -$130K -2,027 -37%
DA
1066
Doliver Advisors
Texas
$228K -$19.2K -300 -8%
GBT
1067
Grove Bank & Trust
Florida
$228K – – –
HPC
1068
HM Payson & Co
Maine
$227K – – –
GWM
1069
Geneos Wealth Management
Colorado
$226K – – –
CWP
1070
CFM Wealth Partners
Texas
$226K -$8.39K -131 -4%
TF
1071
Trek Financial
Arizona
$225K +$6.92K +108 +3%
LA
1072
LM Advisors
California
$224K -$22.1K -345 -9%
OFS
1073
OneAscent Financial Services
Alabama
$224K +$13.3K +207 +7%
CHC
1074
City Holding Co
West Virginia
$224K -$6.86K -107 -3%
MMPW
1075
Mitchell McLeod Pugh & Williams
Alabama
$223K – – –
41 42
43
44 45