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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1101
Tevis Investment Management
Texas
$310K – – –
KWM
1102
Keebeck Wealth Management
Illinois
$310K +$269K +3,329 New
BAM
1103
Berkshire Asset Management
Pennsylvania
$309K – – –
FTA
1104
Financial & Tax Architects
Missouri
$309K – – –
CCA
1105
Corps Capital Advisors
Texas
$308K +$268K +3,316 New
PSP
1106
Principal Street Partners
Tennessee
$308K – – –
CWM
1107
Circle Wealth Management
New Jersey
$305K -$156K -1,928 -37%
RP
1108
Riverbridge Partners
Minnesota
$305K – – –
CFG
1109
Certior Financial Group
Pennsylvania
$302K +$16.6K +206 +7%
TCM
1110
Tandem Capital Management
New Jersey
$302K – – –
CG
1111
Clarus Group
Texas
$301K +$646 +8 +0.2%
FFA
1112
Founders Financial Alliance
North Carolina
$299K +$260K +3,216 New
WWM
1113
Western Wealth Management
Colorado
$299K -$21K -260 -7%
CI
1114
Corient IA
Florida
$298K – – –
SIA
1115
SeaBridge Investment Advisors
New Jersey
$298K – – –
SIG
1116
Sargent Investment Group
Maryland
$298K +$20.2K +250 +8%
GLLW
1117
Graves Light Lenhart Wealth
Virginia
$297K – – –
CV
1118
Counterweight Ventures
North Carolina
$295K – – –
CW
1119
CreativeOne Wealth
Kansas
$295K -$351K -4,348 -58%
WTA
1120
Washington Trust Advisors
Massachusetts
$294K – – –
GIP
1121
Granite Investment Partners
California
$294K -$97K -1,200 -28%
EBSAM
1122
Eubel Brady & Suttman Asset Management
Ohio
$293K – – –
PFSC
1123
Peoples Financial Services Corp
Pennsylvania
$293K – – –
SWA
1124
Sax Wealth Advisors
New Jersey
$292K -$404 -5 -0.1%
LA
1125
LVW Advisors
New York
$292K +$254K +3,142 New
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