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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1151
Chapin Davis
Maryland
$277K +$240K +2,976 New
CWA
1152
Choice Wealth Advisors
Maine
$277K – – –
AC
1153
Addison Capital
Pennsylvania
$276K +$242 +3 +0.1%
LPT
1154
Legacy Private Trust
Wisconsin
$276K – – –
NRWA
1155
North Ridge Wealth Advisors
Oregon
$275K – – –
GIP
1156
Greatmark Investment Partners
Georgia
$274K – – –
GIM
1157
Goelzer Investment Management
Indiana
$273K – – –
NFP
1158
Narus Financial Partners
Utah
$272K -$8.08K -100 -3%
CWG
1159
Cornerstone Wealth Group
North Carolina
$272K +$248K +3,066 New
PC
1160
Purewater Capital
Texas
$271K +$235K +2,910 New
FWIA
1161
Fort Washington Investment Advisors
Ohio
$270K -$159K -1,962 -40%
EFSCE
1162
Enterprise Financial Services Corp (EFSC)
Missouri
$270K +$234K +2,901 New
BW
1163
BIP Wealth
Georgia
$270K +$234K +2,900 New
BPWM
1164
Badgley Phelps Wealth Managers
Washington
$270K -$71.2K -881 -23%
RBFC
1165
Roman Butler Fullerton & Co
Missouri
$269K -$19.6K -242 -8%
1SB
1166
1ST Source Bank
Indiana
$268K +$646 +8 +0.3%
SCM
1167
Stonebridge Capital Management
California
$267K +$232K +2,876 New
TLP
1168
Trinity Legacy Partners
Texas
$267K -$40.9K -506 -15%
4WM
1169
44 Wealth Management
Oregon
$266K -$2.41M -29,804 -91%
MBT
1170
Montecito Bank & Trust
California
$266K -$21K -260 -8%
PUI
1171
Purpose Unlimited Inc
$265K +$230K +2,849 New
HFP
1172
Holistic Financial Partners
Indiana
$265K +$230K +2,848 New
CNC
1173
Canandaigua National Corp
New York
$264K +$229K +2,835 New
ST
1174
Spinnaker Trust
Maine
$263K – – –
TC
1175
Trust Company
Kansas
$262K – – –
45 46
47
48 49