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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1126
Ameliora Wealth Management
Switzerland
$188K – – –
SOAMC
1127
Spirit of America Management Corp
New York
$188K – – –
NRWA
1128
North Ridge Wealth Advisors
Oregon
$185K +$193K +2,952 New
FDCP
1129
Foster Dykema Cabot & Partners
Massachusetts
$174K -$55.5K -847 -23%
OC
1130
Oakworth Capital
Alabama
$168K -$13.1K -200 -7%
RTC
1131
Riverview Trust Company
Washington
$165K – – –
AA
1132
Addison Advisors
Vermont
$164K -$6.95K -106 -4%
NWWA
1133
New Wave Wealth Advisors
Arkansas
$161K +$168K +2,569 New
RS
1134
R Squared
Hong Kong
$160K +$168K +2,560 New
SIC
1135
Salem Investment Counselors
North Carolina
$158K -$3.41K -52 -2%
GBT
1136
Grove Bank & Trust
Florida
$157K -$33.2K -507 -17%
FPB
1137
First PREMIER Bank
South Dakota
$157K – – –
DAM
1138
Delta Asset Management
Tennessee
$155K -$69.8K -1,065 -30%
OWP
1139
ORG Wealth Partners
Texas
$153K – – –
PPWM
1140
PFG Private Wealth Management
Florida
$150K -$393 -6 -0.3%
RI
1141
Redwood Investments
Massachusetts
$145K +$152K +2,315 New
BIG
1142
Brooklyn Investment Group
New York
$142K +$114K +1,739 +326%
WI
1143
Wintrust Investments
Illinois
$142K +$19.8K +302 +15%
OC
1144
Oarsman Capital
Wisconsin
$140K – – –
TLA
1145
Tanglewood Legacy Advisors
Texas
$138K -$68.2K -1,040 -32%
WA
1146
Whipplewood Advisors
Colorado
$138K +$144K +2,203 New
EAM
1147
Empirical Asset Management
Massachusetts
$136K +$3.07M +46,876 New
LWANC
1148
Laurel Wealth Advisors (North Carolina)
North Carolina
$136K +$30.2K +461 +27%
HWP
1149
Highline Wealth Partners
California
$135K -$5.18K -79 -4%
BFPW
1150
BOK Financial Private Wealth
Colorado
$134K -$20.3K -310 -13%
44 45
46
47 48