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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
1151
Dunhill Financial
United Kingdom
$242K +$173 +2 +0.1%
FFN
1152
Focus Financial Network
Minnesota
$239K +$86 +1 +0%
CPCM
1153
Cardinal Point Capital Management
Ontario, Canada
$239K -$2.76K -32 -1%
WMA
1154
West Michigan Advisors
Michigan
$239K – – –
LPT
1155
Legacy Private Trust
Wisconsin
$238K +$9.67K +112 +4%
AC
1156
Addison Capital
Pennsylvania
$238K +$8.37K +97 +3%
RC
1157
Roundview Capital
New Jersey
$238K – – –
PFSC
1158
Peoples Financial Services Corp
Pennsylvania
$236K -$8.63K -100 -3%
MG
1159
Marex Group
$236K +$263K +3,050 New
CST
1160
Charles Schwab Trust
Nevada
$236K – – –
AF
1161
Advisornet Financial
Minnesota
$235K +$94.3K +1,092 +56%
CWP
1162
CFM Wealth Partners
Texas
$234K – – –
AP
1163
Appleton Partners
Massachusetts
$233K -$7.42K -86 -3%
CIA
1164
Cascade Investment Advisors
Oregon
$233K – – –
PCM
1165
Pavaki Capital Management
Colorado
$233K – – –
WI
1166
Wedgewood Investors
Pennsylvania
$233K – – –
DSC
1167
Duncker Streett & Co
Missouri
$232K +$777 +9 +0.3%
RCG
1168
Ridge Creek Global
Ohio
$231K -$9.5K -110 -4%
EFG
1169
Ethos Financial Group
Pennsylvania
$231K +$226K +2,613 New
CWA
1170
Choice Wealth Advisors
Maine
$231K – – –
MBWA
1171
Marin Bay Wealth Advisors
California
$230K -$3.54K -41 -1%
GIP
1172
Greatmark Investment Partners
Georgia
$228K – – –
EFSCE
1173
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$3.63K +42 +1%
NFP
1174
Narus Financial Partners
Utah
$227K – – –
MWM
1175
Maridea Wealth Management
New York
$226K +$252K +2,919 New
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