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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1176
Founders Financial Alliance
North Carolina
$225K -$26.9K -312 -10%
OPWM
1177
Oxinas Partners Wealth Management
Indiana
$225K -$11K -128 -4%
FWIA
1178
Fort Washington Investment Advisors
Ohio
$225K – – –
MBT
1179
Montecito Bank & Trust
California
$223K +$1.29K +15 +0.5%
1SB
1180
1ST Source Bank
Indiana
$222K -$2.24K -26 -0.9%
PUI
1181
Purpose Unlimited Inc
$221K -$950 -11 -0.4%
HFP
1182
Holistic Financial Partners
Indiana
$220K -$863 -10 -0.4%
TPWA
1183
Twin Peaks Wealth Advisors
California
$220K +$82.4K +954 +51%
ST
1184
Spinnaker Trust
Maine
$220K – – –
CPWA
1185
Cerro Pacific Wealth Advisors
California
$219K +$36.5K +423 +18%
KF
1186
Krilogy Financial
Missouri
$219K -$64.7K -749 -21%
EPW
1187
Elevated Private Wealth
Wisconsin
$219K +$244K +2,823 New
TC
1188
Trust Company
Kansas
$219K – – –
EWM
1189
Endowment Wealth Management
Wisconsin
$219K -$59.5K -689 -20%
CNBT
1190
Canandaigua National Bank & Trust
New York
$218K +$243K +2,816 New
DT
1191
DV Trading
Illinois
$217K +$242K +2,800 New
ELM
1192
Elite Life Management
Florida
$216K – – –
XF
1193
XML Financial
Maryland
$215K – – –
CWM
1194
Calamos Wealth Management
Illinois
$215K +$20.7K +240 +9%
NAM
1195
NorthCrest Asset Manangement
Minnesota
$214K -$9.58K -111 -4%
SOS
1196
Silver Oak Securities
Tennessee
$214K -$1.04K -12 -0.4%
CWA
1197
Crusonia Wealth Advisors
Colorado
$212K +$236K +2,736 New
HDIM
1198
Hanson & Doremus Investment Management
Vermont
$212K – – –
BCM
1199
Boltwood Capital Management
California
$211K +$21.6K +250 +10%
4WM
1200
49 Wealth Management
Texas
$211K +$235K +2,720 New
46 47
48
49 50