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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1151
Mayflower Financial Advisors
Massachusetts
$209K +$192K +2,853 New
TIM
1152
Tevis Investment Management
Texas
$209K – – –
TFF
1153
The Family Firm
Maryland
$208K +$192K +2,843 New
TTWM
1154
TCV Trust & Wealth Management
Virginia
$207K +$190K +2,825 New
AP
1155
Appleton Partners
Massachusetts
$207K +$190K +2,825 New
SRC
1156
Stone Run Capital
New York
$206K +$189K +2,810 New
AA
1157
Addison Advisors
Vermont
$205K +$12.3K +183 +7%
PCA
1158
Purkiss Capital Advisors
Connecticut
$205K +$189K +2,800 New
TC
1159
Trust Company
Kansas
$205K +$165K +2,447 +711%
AIC
1160
Argus Investors Counsel
New York
$202K +$185K +2,751 New
FCA
1161
FLC Capital Advisors
California
$200K +$184K +2,731 New
RBFC
1162
Roman Butler Fullerton & Co
Missouri
$200K +$337 +5 +0.2%
OWP
1163
ORG Wealth Partners
Texas
$199K +$18.4K +273 +11%
CSPIA
1164
Cary Street Partners Investment Advisory
Virginia
$198K +$152K +2,259 +504%
OC
1165
Oakworth Capital
Alabama
$197K +$1.01K +15 +0.6%
RTC
1166
Riverview Trust Company
Washington
$193K – – –
AAP
1167
Arax Advisory Partners
Colorado
$190K +$55.5K +824 +47%
AF
1168
Advisornet Financial
Minnesota
$188K +$45.5K +675 +36%
SIC
1169
Salem Investment Counselors
North Carolina
$186K +$1.68K +25 +1%
LSA
1170
Leonteq Securities AG
Switzerland
$184K -$87.6K -1,300 -34%
FPB
1171
First PREMIER Bank
South Dakota
$183K – – –
DAM
1172
Delta Asset Management
Tennessee
$182K – – –
ECM
1173
Elgethun Capital Management
South Dakota
$178K -$75.9K -1,127 -32%
HWP
1174
Highline Wealth Partners
California
$174K +$14.1K +209 +10%
PPWM
1175
PFG Private Wealth Management
Florida
$173K -$2.69K -40 -2%
45 46
47
48 49