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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1101
Riverbridge Partners
Minnesota
$241K – – –
KWA
1102
Kingswood Wealth Advisors
California
$241K +$241K +3,275 New
BWM
1103
BCS Wealth Management
Tennessee
$240K +$241K +3,270 New
CPA
1104
Capital Performance Advisors
California
$240K +$9.72K +132 +4%
PPWM
1105
PFG Private Wealth Management
Florida
$240K +$240K +3,260 New
FB
1106
Fulton Bank
Pennsylvania
$239K +$8.69K +118 +4%
FG
1107
Foster Group
Iowa
$239K -$74.1K -1,006 -24%
TCM
1108
Tandem Capital Management
New Jersey
$239K – – –
TIM
1109
Tevis Investment Management
Texas
$238K – – –
CG
1110
Clarus Group
Texas
$237K +$663 +9 +0.3%
FFP
1111
FourThought Financial Partners
Florida
$237K +$6.56K +89 +3%
GFG
1112
Goldstone Financial Group
Illinois
$235K +$4.86K +66 +2%
CI
1113
Corient IA
Florida
$235K -$133K -1,800 -36%
SIA
1114
SeaBridge Investment Advisors
New Jersey
$235K – – –
UAG
1115
United Advisor Group
Ohio
$235K +$236K +3,198 New
GLLW
1116
Graves Light Lenhart Wealth
Virginia
$235K – – –
JFGLC
1117
Johnson Financial Group LLC (Colorado)
Colorado
$234K +$235K +3,185 New
TIM
1118
Thompson Investment Management
Wisconsin
$233K – – –
CV
1119
Counterweight Ventures
North Carolina
$233K – – –
HDIM
1120
Hanson & Doremus Investment Management
Vermont
$233K -$14.7K -200 -6%
WTA
1121
Washington Trust Advisors
Massachusetts
$232K – – –
EBSAM
1122
Eubel Brady & Suttman Asset Management
Ohio
$232K – – –
PFSC
1123
Peoples Financial Services Corp
Pennsylvania
$231K – – –
MGIA
1124
Matthew Goff Investment Advisor
Texas
$231K -$74 -1 -0%
FWM
1125
FMB Wealth Management
California
$231K -$221 -3 -0.1%
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