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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1151
Addison Capital
Pennsylvania
$238K +$8.37K +97 +3%
RC
1152
Roundview Capital
New Jersey
$238K – – –
PFSC
1153
Peoples Financial Services Corp
Pennsylvania
$236K -$8.63K -100 -3%
MG
1154
Marex Group
$236K +$263K +3,050 New
CST
1155
Charles Schwab Trust
Nevada
$236K – – –
AF
1156
Advisornet Financial
Minnesota
$235K +$94.3K +1,092 +56%
CWP
1157
CFM Wealth Partners
Texas
$234K – – –
AP
1158
Appleton Partners
Massachusetts
$233K -$7.42K -86 -3%
CIA
1159
Cascade Investment Advisors
Oregon
$233K – – –
PCM
1160
Pavaki Capital Management
Colorado
$233K – – –
WI
1161
Wedgewood Investors
Pennsylvania
$233K – – –
DSC
1162
Duncker Streett & Co
Missouri
$232K +$777 +9 +0.3%
RCG
1163
Ridge Creek Global
Ohio
$231K -$9.5K -110 -4%
EFG
1164
Ethos Financial Group
Pennsylvania
$231K +$226K +2,613 New
CWA
1165
Choice Wealth Advisors
Maine
$231K – – –
MBWA
1166
Marin Bay Wealth Advisors
California
$230K -$3.54K -41 -1%
GIP
1167
Greatmark Investment Partners
Georgia
$228K – – –
EFSCE
1168
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$3.63K +42 +1%
NFP
1169
Narus Financial Partners
Utah
$227K – – –
MWM
1170
Maridea Wealth Management
New York
$226K +$252K +2,919 New
FFA
1171
Founders Financial Alliance
North Carolina
$225K -$26.9K -312 -10%
OPWM
1172
Oxinas Partners Wealth Management
Indiana
$225K -$11K -128 -4%
FWIA
1173
Fort Washington Investment Advisors
Ohio
$225K – – –
MBT
1174
Montecito Bank & Trust
California
$223K +$1.29K +15 +0.5%
1SB
1175
1ST Source Bank
Indiana
$222K -$2.24K -26 -0.9%
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47
48 49