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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
ZI
1126
ZEGA Investments
Florida
$231K -$4.35K -59 -2%
BAM
1127
Belpointe Asset Management
Nevada
$230K -$8.62K -117 -4%
MCM
1128
M1 Capital Management
Michigan
$230K – – –
RBFC
1129
Roman Butler Fullerton & Co
Missouri
$230K +$368 +5 +0.2%
MBT
1130
Montecito Bank & Trust
California
$229K – – –
WPW
1131
Warther Private Wealth
Ohio
$228K – – –
RCG
1132
Ridge Creek Global
Ohio
$227K +$228K +3,093 New
TCM
1133
Tufton Capital Management
Maryland
$227K -$6.92K -94 -3%
AP
1134
Appleton Partners
Massachusetts
$227K – – –
RC
1135
Roundview Capital
New Jersey
$227K +$1.55K +21 +0.7%
MWM
1136
MOR Wealth Management
Pennsylvania
$227K +$227K +3,086 New
AIC
1137
Archer Investment Corporation
Indiana
$226K -$4.49K -61 -2%
CFG
1138
Certior Financial Group
Pennsylvania
$224K +$224K +3,045 New
OPWM
1139
Oxinas Partners Wealth Management
Indiana
$223K – – –
NFP
1140
Narus Financial Partners
Utah
$222K – – –
SIA
1141
Soltis Investment Advisors
Utah
$222K -$25.1K -341 -10%
CWP
1142
CFM Wealth Partners
Texas
$222K – – –
PIA
1143
Perennial Investment Advisors
California
$221K +$222K +3,008 New
CIA
1144
Cascade Investment Advisors
Oregon
$220K – – –
SLAM
1145
Swiss Life Asset Management
$220K – – –
WI
1146
Wedgewood Investors
Pennsylvania
$220K – – –
PCM
1147
Pavaki Capital Management
Colorado
$220K +$221K +3,000 New
DF
1148
Dunhill Financial
United Kingdom
$220K – – –
DSC
1149
Duncker Streett & Co
Missouri
$219K +$663 +9 +0.3%
CWA
1150
Choice Wealth Advisors
Maine
$219K – – –
44 45
46
47 48