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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1101
SeaBridge Investment Advisors
New Jersey
$231K – – –
BPWM
1102
Badgley Phelps Wealth Managers
Washington
$230K +$228K +3,187 New
ECM
1103
Elgethun Capital Management
South Dakota
$230K – – –
BCG
1104
Breakwater Capital Group
New Jersey
$230K +$1.43K +20 +0.6%
TIM
1105
Thompson Investment Management
Wisconsin
$229K – – –
CV
1106
Counterweight Ventures
North Carolina
$229K – – –
PFSC
1107
Peoples Financial Services Corp
Pennsylvania
$227K – – –
FWM
1108
FMB Wealth Management
California
$227K – – –
RC
1109
Roundview Capital
New Jersey
$227K – – –
AA
1110
Ancora Advisors
Ohio
$226K +$214 +3 +0.1%
LW
1111
Linscomb Wealth
Texas
$226K -$83.3K -1,165 -27%
RIA
1112
Retirement Investment Advisors
Oklahoma
$226K +$224K +3,130 New
CCP
1113
Clifford Capital Partners
Utah
$225K – – –
CIC
1114
Carnegie Investment Counsel
Ohio
$224K – – –
RFG
1115
RFP Financial Group
Georgia
$224K +$1.22K +17 +0.5%
WPW
1116
Warther Private Wealth
Ohio
$224K +$222K +3,099 New
TTWM
1117
TCV Trust & Wealth Management
Virginia
$224K – – –
RI
1118
Redwood Investments
Massachusetts
$223K – – –
CCWM
1119
Cassaday & Co Wealth Management
Virginia
$222K +$220K +3,078 New
BIG
1120
Builder Investment Group
Georgia
$221K – – –
BWM
1121
Birchcreek Wealth Management
Ohio
$220K +$218K +3,052 New
UCB
1122
United Community Bank
South Carolina
$220K -$18.9K -265 -8%
GIA
1123
Gladstone Institutional Advisory
Florida
$219K +$217K +3,040 New
ZF
1124
Zega Financial
Florida
$219K +$217K +3,040 New
JWA
1125
JFS Wealth Advisors
Pennsylvania
$219K -$929 -13 -0.4%
43 44
45
46 47