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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1251
MTM Investment Management
South Carolina
$168K +$432 +5 +0.2%
AW
1252
Avion Wealth
Texas
$166K – – –
PB
1253
Pinnacle Bancorp
Nebraska
$163K +$28.2K +327 +18%
SL
1254
Salomon & Ludwin
Virginia
$160K – – –
KFA
1255
Kelleher Financial Advisors
New York
$155K +$86.3K +1,000 +100%
MO
1256
McMillan Office
Michigan
$153K – – –
UBP
1257
Union Bancaire Privee
Switzerland
$153K – – –
HHCP
1258
Hilton Head Capital Partners
South Carolina
$150K -$3.28K -38 -2%
TSMHT
1259
Thurston Springer Miller Herd & Titak
Indiana
$147K +$144K +1,670 +729%
RTC
1260
Riverview Trust Company
Washington
$146K – – –
NWMP
1261
Noble Wealth Management PBC
Colorado
$146K – – –
WTA
1262
Washington Trust Advisors
Massachusetts
$137K -$121K -1,400 -44%
AWM
1263
Ameliora Wealth Management
Switzerland
$133K – – –
SMBT
1264
Southern Michigan Bank & Trust
Michigan
$132K -$1.04K -12 -0.7%
MP
1265
McDonald Partners
Ohio
$131K -$66.8K -774 -31%
BL
1266
BFSG LLC
California
$126K +$12K +139 +9%
WCM
1267
Winthrop Capital Management
Indiana
$125K – – –
SWP
1268
Strategic Wealth Partners
Ohio
$124K +$2.94K +34 +2%
CBT
1269
Crews Bank & Trust
Florida
$122K – – –
MWA
1270
Medallion Wealth Advisors
Connecticut
$120K -$22.5K -261 -14%
CTA
1271
Colonial Trust Advisors
South Carolina
$119K +$863 +10 +0.7%
ITIM
1272
Indiana Trust & Investment Management
Indiana
$118K – – –
CCC
1273
Chelsea Counsel Company
California
$117K – – –
TFGT
1274
TS Financial Group (TSFG)
Illinois
$116K +$5.01K +58 +4%
GBT
1275
Grove Bank & Trust
Florida
$114K -$9.06K -105 -7%
49 50
51
52 53