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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1151
Addison Capital
Pennsylvania
$218K +$221 +3 +0.1%
SBWIC
1152
Schaper Benz & Wise Investment Counsel
Wisconsin
$218K – – –
LPT
1153
Legacy Private Trust
Wisconsin
$218K – – –
MA
1154
MKT Advisors
California
$218K – – –
NRWA
1155
North Ridge Wealth Advisors
Oregon
$217K – – –
SIG
1156
Sargent Investment Group
Maryland
$217K +$217K +2,950 New
RIA
1157
Retirement Investment Advisors
Oklahoma
$216K -$13.8K -187 -6%
GIP
1158
Greatmark Investment Partners
Georgia
$216K – – –
LW
1159
Linscomb Wealth
Texas
$216K – – –
NP
1160
Nilsine Partners
Colorado
$216K +$216K +2,934 New
GIM
1161
Goelzer Investment Management
Indiana
$215K +$216K +2,932 New
SI
1162
Seeds Investor
New York
$215K +$216K +2,929 New
SW
1163
SteelPeak Wealth
California
$214K -$226K -3,063 -51%
MBWA
1164
Marin Bay Wealth Advisors
California
$212K +$213K +2,889 New
1SB
1165
1ST Source Bank
Indiana
$211K -$13.3K -181 -6%
MFA
1166
Mayflower Financial Advisors
Massachusetts
$211K +$211K +2,867 New
XF
1167
XML Financial
Maryland
$211K +$211K +2,866 New
LFS
1168
Leibman Financial Services
Nebraska
$210K +$884 +12 +0.4%
OL
1169
one8zero8 LLC
North Carolina
$209K +$210K +2,850 New
CNBT
1170
Canandaigua National Bank & Trust
New York
$209K -$5.53K -75 -3%
NFC
1171
Northstar Financial Companies
Pennsylvania
$209K -$258K -3,496 -55%
RFP
1172
Root Financial Partners
California
$209K +$45.5K +618 +28%
ST
1173
Spinnaker Trust
Maine
$208K – – –
OC
1174
Oakworth Capital
Alabama
$208K – – –
MMPW
1175
Mitchell McLeod Pugh & Williams
Alabama
$207K -$7.22K -98 -3%
45 46
47
48 49