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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1151
The Family Firm
Maryland
$208K +$192K +2,843 New
TTWM
1152
TCV Trust & Wealth Management
Virginia
$207K +$190K +2,825 New
AP
1153
Appleton Partners
Massachusetts
$207K +$190K +2,825 New
SRC
1154
Stone Run Capital
New York
$206K +$189K +2,810 New
AA
1155
Addison Advisors
Vermont
$205K +$12.3K +183 +7%
PCA
1156
Purkiss Capital Advisors
Connecticut
$205K +$189K +2,800 New
TC
1157
Trust Company
Kansas
$205K +$165K +2,447 +711%
AIC
1158
Argus Investors Counsel
New York
$202K +$185K +2,751 New
FCA
1159
FLC Capital Advisors
California
$200K +$184K +2,731 New
RBFC
1160
Roman Butler Fullerton & Co
Missouri
$200K +$337 +5 +0.2%
OWP
1161
ORG Wealth Partners
Texas
$199K +$18.4K +273 +11%
CSPIA
1162
Cary Street Partners Investment Advisory
Virginia
$198K +$152K +2,259 +504%
OC
1163
Oakworth Capital
Alabama
$197K +$1.01K +15 +0.6%
RTC
1164
Riverview Trust Company
Washington
$193K – – –
AAP
1165
Arax Advisory Partners
Colorado
$190K +$55.5K +824 +47%
AF
1166
Advisornet Financial
Minnesota
$188K +$45.5K +675 +36%
SIC
1167
Salem Investment Counselors
North Carolina
$186K +$1.68K +25 +1%
LSA
1168
Leonteq Securities AG
Switzerland
$184K -$87.6K -1,300 -34%
FPB
1169
First PREMIER Bank
South Dakota
$183K – – –
DAM
1170
Delta Asset Management
Tennessee
$182K – – –
ECM
1171
Elgethun Capital Management
South Dakota
$178K -$75.9K -1,127 -32%
HWP
1172
Highline Wealth Partners
California
$174K +$14.1K +209 +10%
PPWM
1173
PFG Private Wealth Management
Florida
$173K -$2.69K -40 -2%
FDCP
1174
Foster Dykema Cabot & Partners
Massachusetts
$171K -$30.9K -458 -16%
WA
1175
Whipplewood Advisors
Colorado
$166K +$4.45K +66 +3%
45 46
47
48 49