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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1076
United Community Bank
South Carolina
$209K – – –
CV
1077
Counterweight Ventures
North Carolina
$209K +$208K +3,176 New
GSEP
1078
Golden State Equity Partners
California
$208K +$66 +1 +0%
AWM
1079
Avaii Wealth Management
Wisconsin
$208K -$787 -12 -0.4%
TFP
1080
Triune Financial Partners
Kansas
$208K +$2.1K +32 +1%
HCP
1081
Hexagon Capital Partners
Arkansas
$208K +$35.8K +546 +21%
RC
1082
Roundview Capital
New Jersey
$208K -$5.71K -87 -3%
IA
1083
IFG Advisory
Georgia
$207K +$207K +3,151 New
SI
1084
Sprott Inc
Ontario, Canada
$207K – – –
PFSC
1085
Peoples Financial Services Corp
Pennsylvania
$207K – – –
FWM
1086
FMB Wealth Management
California
$207K – – –
TSS
1087
Two Sigma Securities
New York
$207K +$207K +3,147 New
OFS
1088
OneAscent Financial Services
Alabama
$206K +$205K +3,131 New
AA
1089
Ancora Advisors
Ohio
$206K -$66 -1 -0%
MA
1090
MKT Advisors
California
$205K +$205K +3,125 New
CCP
1091
Clifford Capital Partners
Utah
$205K +$205K +3,119 New
GI
1092
GAMMA Investing
California
$205K +$213K +3,251 New
CF
1093
Clarity Financial
Texas
$203K -$48.8K -744 -19%
RFG
1094
RFP Financial Group
Georgia
$203K – – –
BIG
1095
Builder Investment Group
Georgia
$201K +$201K +3,056 New
JWA
1096
JFS Wealth Advisors
Pennsylvania
$200K +$4.92K +75 +3%
RI
1097
Redwood Investments
Massachusetts
$200K +$200K +3,041 New
WTA
1098
Washington Trust Advisors
Massachusetts
$199K – – –
PPWM
1099
PFG Private Wealth Management
Florida
$193K +$176K +2,678 +1,071%
SIC
1100
Salem Investment Counselors
North Carolina
$192K +$4.13K +63 +2%
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