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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
1251
TrueWealth Financial Partners
Washington
$228K +$198K +2,450 New
NFC
1252
Northstar Financial Companies
Pennsylvania
$227K -$32.2K -398 -14%
FFG
1253
Frisch Financial Group
New York
$226K +$197K +2,435 New
PFA
1254
Pathway Financial Advisors
Vermont
$226K -$72.7K -900 -27%
AWM
1255
Aberdeen Wealth Management
Illinois
$226K +$196K +2,425 New
AWC
1256
Abundance Wealth Counselors
Pennsylvania
$225K +$195K +2,418 New
AGC
1257
August Group Capital
$225K +$195K +2,418 New
EWP
1258
Evergreen Wealth Partners
Montana
$225K +$195K +2,416 New
BFA
1259
Beacon Financial Advisory
Ohio
$225K +$195K +2,415 New
AIFAIM
1260
American Institute for Advanced Investment Management
Arizona
$224K +$195K +2,410 New
CPWA
1261
Cerro Pacific Wealth Advisors
California
$224K +$194K +2,406 New
CGH
1262
CMG Global Holdings
Texas
$224K +$194K +2,406 New
NWWA
1263
New Wave Wealth Advisors
Arkansas
$223K +$194K +2,401 New
ABWM
1264
Alpine Bank Wealth Management
Colorado
$223K +$194K +2,400 New
GIA
1265
Guyasuta Investment Advisors
Pennsylvania
$223K +$194K +2,400 New
PTB
1266
Pioneer Trust Bank
Oregon
$223K +$194K +2,400 New
TDB
1267
Thompson David Blair
$223K +$194K +2,400 New
CFSG
1268
Community Financial Services Group
Vermont
$223K +$195K +2,419 New
LCM
1269
Lazari Capital Management
California
$222K +$193K +2,385 New
CWS
1270
Confluence Wealth Services
Pennsylvania
$222K -$28.3K -350 -13%
MSA
1271
Marathon Strategic Advisors
Pennsylvania
$222K +$193K +2,383 New
EC
1272
EntryPoint Capital
New York
$221K -$474K -5,868 -71%
BTWM
1273
Baker Tilly Wealth Management
Wisconsin
$220K +$191K +2,362 New
ECM
1274
Elgethun Capital Management
South Dakota
$220K – – –
OA
1275
Oxbow Advisors
Texas
$219K +$191K +2,360 New
49 50
51
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