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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1076
United Community Bank
South Carolina
$222K +$8.91K +139 +4%
FG
1077
Foster Group
Iowa
$221K +$212K +3,303 New
BCM
1078
Bayesian Capital Management
New York
$221K +$211K +3,300 New
FG
1079
Fiduciary Group
Georgia
$220K -$2.18K -34 -1%
BG
1080
Bollard Group
Massachusetts
$219K +$84K +1,311 +67%
GFG
1081
Goldstone Financial Group
Illinois
$218K +$208K +3,251 New
SW
1082
SkyOak Wealth
Michigan
$218K – – –
TLA
1083
Tanglewood Legacy Advisors
Texas
$218K +$208K +3,248 New
APP
1084
Avantax Planning Partners
Iowa
$217K +$207K +3,237 New
MSAM
1085
Moloney Securities Asset Management
Missouri
$217K -$17.8K -277 -8%
TF
1086
Tompkins Financial
New York
$217K – – –
AIM
1087
Avity Investment Management
Connecticut
$216K – – –
FDCP
1088
Foster Dykema Cabot & Partners
Massachusetts
$216K – – –
EBSAM
1089
Eubel Brady & Suttman Asset Management
Ohio
$216K – – –
SIA
1090
SeaBridge Investment Advisors
New Jersey
$215K – – –
GLLW
1091
Graves Light Lenhart Wealth
Virginia
$214K – – –
TFP
1092
Triune Financial Partners
Kansas
$214K +$2.05K +32 +1%
SWA
1093
SFMG Wealth Advisors
Texas
$213K +$204K +3,183 New
ECM
1094
Elgethun Capital Management
South Dakota
$213K +$204K +3,183 New
TIM
1095
Thompson Investment Management
Wisconsin
$213K – – –
CV
1096
Counterweight Ventures
North Carolina
$213K -$64 -1 -0%
BCG
1097
Breakwater Capital Group
New Jersey
$212K +$203K +3,161 New
BBWA
1098
Bell & Brown Wealth Advisors
California
$211K -$6.66K -104 -3%
PFSC
1099
Peoples Financial Services Corp
Pennsylvania
$211K – – –
FWM
1100
FMB Wealth Management
California
$211K -$64 -1 -0%
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