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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1101
Clarus Group
Texas
$206K +$721 +11 +0.3%
DSC
1102
Duncker Streett & Co
Missouri
$206K -$55.4K -845 -20%
MP
1103
McDonald Partners
Ohio
$206K +$215K +3,287 New
FG
1104
Fiduciary Group
Georgia
$206K – – –
WPW
1105
Warther Private Wealth
Ohio
$205K +$11.1K +169 +5%
ACA
1106
Ascension Capital Advisors
Texas
$203K – – –
MWA
1107
Medallion Wealth Advisors
Connecticut
$203K +$202K +3,076 New
SG
1108
StoneX Group
New York
$203K -$8.06K -123 -4%
TF
1109
Tompkins Financial
New York
$202K – – –
EBSAM
1110
Eubel Brady & Suttman Asset Management
Ohio
$202K – – –
RC
1111
Roundview Capital
New Jersey
$201K -$25K -382 -11%
HCP
1112
Hexagon Capital Partners
Arkansas
$200K -$52.4K -799 -20%
SIA
1113
SeaBridge Investment Advisors
New Jersey
$200K – – –
HIS
1114
Harvest Investment Services
Illinois
$200K +$210K +3,199 New
ZI
1115
ZEGA Investments
Florida
$200K +$201K +3,062 New
GLLW
1116
Graves Light Lenhart Wealth
Virginia
$200K – – –
AIC
1117
Archer Investment Corporation
Indiana
$199K +$132K +2,008 +171%
TIM
1118
Thompson Investment Management
Wisconsin
$199K – – –
CHC
1119
City Holding Co
West Virginia
$199K -$2.29K -35 -1%
PFSC
1120
Peoples Financial Services Corp
Pennsylvania
$197K – – –
ACA
1121
Atlas Capital Advisors
Wyoming
$195K -$5.7K -87 -3%
JWA
1122
JFS Wealth Advisors
Pennsylvania
$190K – – –
WTA
1123
Washington Trust Advisors
Massachusetts
$190K -$3.87K -59 -2%
AWM
1124
AllSquare Wealth Management
New York
$188K -$131K -2,000 -40%
AWM
1125
Ameliora Wealth Management
Switzerland
$188K – – –
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