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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1076
Montecito Bank & Trust
California
$244K -$45.1K -670 -17%
MBTD
1077
Mechanics Bank - Trust Department
California
$244K -$42.1K -625 -16%
JSW
1078
Journey Strategic Wealth
New Jersey
$243K -$26.9K -399 -11%
CA
1079
Cache Advisors
California
$242K – – –
GFG
1080
Goldstone Financial Group
Illinois
$242K +$223K +3,303 New
PS
1081
Planned Solutions
California
$242K +$222K +3,300 New
CG
1082
Clarus Group
Texas
$242K +$606 +9 +0.3%
CTA
1083
Colonial Trust Advisors
South Carolina
$242K +$178K +2,640 +401%
RP
1084
Riverbridge Partners
Minnesota
$242K +$222K +3,298 New
DSC
1085
Duncker Streett & Co
Missouri
$242K +$606 +9 +0.3%
MP
1086
McDonald Partners
Ohio
$241K +$135 +2 +0.1%
FG
1087
Fiduciary Group
Georgia
$241K – – –
CHC
1088
City Holding Co
West Virginia
$239K +$5.73K +85 +3%
CWS
1089
Confluence Wealth Services
Pennsylvania
$239K – – –
PWP
1090
Phillips Wealth Planners
Mississippi
$238K -$3.57K -53 -1%
ABWM
1091
Alpine Bank Wealth Management
Colorado
$238K +$219K +3,244 New
RC
1092
Roundview Capital
New Jersey
$235K – – –
SIA
1093
SeaBridge Investment Advisors
New Jersey
$234K – – –
HIS
1094
Harvest Investment Services
Illinois
$234K – – –
GLLW
1095
Graves Light Lenhart Wealth
Virginia
$234K – – –
AIC
1096
Archer Investment Corporation
Indiana
$234K +$472 +7 +0.2%
TIM
1097
Thompson Investment Management
Wisconsin
$233K – – –
EWA
1098
Evolution Wealth Advisors
Florida
$233K -$148K -2,194 -41%
CV
1099
Counterweight Ventures
North Carolina
$233K +$214K +3,175 New
LPT
1100
Legacy Private Trust
Wisconsin
$233K +$214K +3,173 New
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