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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
1101
Linscomb Wealth
Texas
$210K +$4.25K +60 +2%
TIM
1102
Thompson Investment Management
Wisconsin
$209K – – –
CV
1103
Counterweight Ventures
North Carolina
$209K – – –
NC
1104
NBW Capital
Massachusetts
$209K +$225K +3,174 New
RBFC
1105
Roman Butler Fullerton & Co
Missouri
$209K -$23.6K -333 -10%
SC
1106
Sawyer & Company
Massachusetts
$208K -$18.1K -255 -7%
PFSC
1107
Peoples Financial Services Corp
Pennsylvania
$208K – – –
FWM
1108
FMB Wealth Management
California
$208K – – –
FCBT
1109
First Citizens Bank & Trust
North Carolina
$207K +$223K +3,146 New
DWM
1110
Diversify Wealth Management
Utah
$207K -$34.9K -493 -14%
SCA
1111
Stonebridge Capital Advisors
Minnesota
$206K +$15.2K +214 +7%
BAM
1112
Belpointe Asset Management
Nevada
$206K +$221K +3,124 New
CCP
1113
Clifford Capital Partners
Utah
$206K – – –
WPW
1114
Warther Private Wealth
Ohio
$204K – – –
MBT
1115
Montecito Bank & Trust
California
$204K +$18.4K +260 +9%
WTA
1116
Washington Trust Advisors
Massachusetts
$204K +$4.18K +59 +2%
ECM
1117
Elgethun Capital Management
South Dakota
$203K -$7.08K -100 -3%
AP
1118
Adero Partners
California
$202K +$217K +3,069 New
DC
1119
Diametric Capital
Massachusetts
$202K +$217K +3,069 New
ZIM
1120
Zacks Investment Management
Illinois
$202K +$217K +3,066 New
BIG
1121
Builder Investment Group
Georgia
$202K – – –
ZF
1122
Zega Financial
Florida
$201K +$708 +10 +0.3%
GIA
1123
Gladstone Institutional Advisory
Florida
$201K +$637 +9 +0.3%
RA
1124
Riversedge Advisors
Delaware
$201K +$3.9K +55 +2%
HI
1125
Hudock Inc
Pennsylvania
$201K +$992 +14 +0.5%
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