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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1126
Diametric Capital
Massachusetts
$212K +$213K +2,962 New
NRWA
1127
North Ridge Wealth Advisors
Oregon
$211K – – –
GIP
1128
Greatmark Investment Partners
Georgia
$211K – – –
MSAM
1129
Moloney Securities Asset Management
Missouri
$210K -$70.1K -973 -25%
MA
1130
MKT Advisors
California
$210K – – –
LW
1131
Linscomb Wealth
Texas
$210K -$10.7K -149 -5%
CNBT
1132
Canandaigua National Bank & Trust
New York
$209K -$216 -3 -0.1%
AC
1133
Apella Capital
Connecticut
$209K +$210K +2,922 New
MWA
1134
Medallion Wealth Advisors
Connecticut
$208K -$12.7K -177 -6%
DS
1135
DRW Securities
Illinois
$207K -$1.6M -22,275 -88%
LFS
1136
Leibman Financial Services
Nebraska
$203K -$10K -139 -5%
BBW
1137
Blue Barn Wealth
Utah
$203K +$205K +2,841 New
IA
1138
Integrity Alliance
Iowa
$203K +$204K +2,839 New
APG
1139
Abacus Planning Group
South Carolina
$203K -$16.9K -235 -8%
OC
1140
Oakworth Capital
Alabama
$203K +$64.8K +900 +47%
ST
1141
Spinnaker Trust
Maine
$203K +$204K +2,833 New
CWG
1142
Cornerstone Wealth Group
North Carolina
$203K +$204K +2,833 New
PA
1143
PFW Advisors
Georgia
$202K +$204K +2,829 New
SRC
1144
Stone Run Capital
New York
$201K +$202K +2,810 New
TC
1145
Trust Company
Kansas
$200K – – –
OWP
1146
ORG Wealth Partners
Texas
$194K – – –
FPB
1147
First PREMIER Bank
South Dakota
$190K +$11K +153 +6%
RTC
1148
Riverview Trust Company
Washington
$188K – – –
HWP
1149
Highline Wealth Partners
California
$184K +$16.3K +226 +10%
FDCP
1150
Foster Dykema Cabot & Partners
Massachusetts
$181K +$14.4K +200 +9%
44 45
46
47 48