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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1051
Helium Advisors
Washington
$243K +$938 +14 +0.4%
JPWM
1052
Jamison Private Wealth Management
Georgia
$243K -$12.4K -185 -5%
CPIG
1053
Chicago Partners Investment Group
Illinois
$242K +$223K +3,330 New
CCG
1054
Cypress Capital Group
Florida
$239K +$33.5K +500 +17%
HPC
1055
HM Payson & Co
Maine
$239K -$24.7K -368 -10%
BAM
1056
Berkshire Asset Management
Pennsylvania
$238K +$2.95K +44 +1%
TFP
1057
Triune Financial Partners
Kansas
$237K +$2.21K +33 +1%
GSEP
1058
Golden State Equity Partners
California
$236K -$14.3K -214 -6%
PCA
1059
Purkiss Capital Advisors
Connecticut
$235K +$35.9K +535 +19%
TIM
1060
Tevis Investment Management
Texas
$234K – – –
MBTD
1061
Mechanics Bank - Trust Department
California
$234K – – –
HI
1062
Horizon Investments
North Carolina
$233K -$490K -7,315 -69%
CG
1063
Clarus Group
Texas
$233K +$670 +10 +0.3%
CA
1064
Cache Advisors
California
$233K – – –
MP
1065
McDonald Partners
Ohio
$232K +$268 +4 +0.1%
FG
1066
Fiduciary Group
Georgia
$231K – – –
RP
1067
Riverbridge Partners
Minnesota
$231K -$1.34K -20 -0.6%
AA
1068
Addison Advisors
Vermont
$231K +$31.8K +474 +17%
TCM
1069
Tandem Capital Management
New Jersey
$230K -$1.35M -20,114 -86%
FCBT
1070
First Citizens Bank & Trust
North Carolina
$229K -$27.5K -410 -11%
BAM
1071
Belpointe Asset Management
Nevada
$229K -$14.1K -210 -6%
FPL
1072
Fortress Private Ledger
North Carolina
$228K +$217K +3,243 New
CWS
1073
Confluence Wealth Services
Pennsylvania
$228K -$30.6K -457 -12%
RBFC
1074
Roman Butler Fullerton & Co
Missouri
$228K -$1.68K -25 -0.8%
BLFG
1075
Brian Low Financial Group
Louisiana
$227K +$217K +3,230 New
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43
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