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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1426
HeadInvest LLC
Maine
– -$487K -6,652 Closed
EC
1427
EntryPoint Capital
New York
– -$412K -5,627 Closed
4WM
1428
49 Wealth Management
Texas
– -$400K -5,457 Closed
FA
1429
Fermata Advisors
California
– -$391K -5,342 Closed
PA
1430
Procyon Advisors
Connecticut
– -$379K -5,174 Closed
RA
1431
RFG Advisory
Alabama
– -$368K -5,019 Closed
GCM
1432
Graham Capital Management
Connecticut
– -$346K -4,724 Closed
SFC
1433
Strategic Financial Concepts
Texas
– -$345K -4,707 Closed
VST
1434
Van Strum & Towne
California
– -$339K -4,630 Closed
FAT
1435
First American Trust
California
– -$332K -4,537 Closed
AWAP
1436
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$315K -4,295 Closed
IP
1437
Isthmus Partners
Wisconsin
– -$307K -4,190 Closed
BFA
1438
Beacon Financial Advisory
Ohio
– -$289K -3,948 Closed
AWM
1439
Avior Wealth Management
Nebraska
– -$286K -3,902 Closed
CIAM
1440
Caitong International Asset Management
Hong Kong
– -$281K -3,841 Closed
FFA
1441
First Foundation Advisors
California
– -$279K -3,812 Closed
CCMG
1442
Clark Capital Management Group
Pennsylvania
– -$276K -3,766 Closed
FNT
1443
First National Trust
Pennsylvania
– -$266K -3,625 Closed
HIC
1444
Holderness Investments Company
North Carolina
– -$262K -3,578 Closed
HCP
1445
Hexagon Capital Partners
Arkansas
– -$261K -3,565 Closed
FFA
1446
Founders Financial Alliance
North Carolina
– -$250K -3,411 Closed
OL
1447
one8zero8 LLC
North Carolina
– -$249K -3,402 Closed
PS
1448
Planned Solutions
California
– -$242K -3,300 Closed
PDL
1449
Portfolio Design Labs
California
– -$229K -3,120 Closed
ST
1450
Spinnaker Trust
Maine
– -$223K -3,049 Closed
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