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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1601
Onyx Bridge Wealth Group
New York
– -$233K -2,508 Closed
BPWM
1602
BCS Private Wealth Management
New Jersey
– -$233K -2,506 Closed
PWM
1603
Platt Wealth Management
California
– -$232K -2,500 Closed
APP
1604
Avantax Planning Partners
Iowa
– -$232K -2,498 Closed
SFGP
1605
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$232K -2,496 Closed
SDWIA
1606
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$230K -2,476 Closed
LWA
1607
Lantern Wealth Advisors
New York
– -$230K -2,469 Closed
NAG
1608
Northstar Advisory Group
New Jersey
– -$229K -2,462 Closed
LWMM
1609
Legacy Wealth Management (Mississippi)
Mississippi
– -$228K -2,456 Closed
WCG
1610
Weaver Consulting Group
California
– -$228K -2,451 Closed
TFP
1611
TrueWealth Financial Partners
Washington
– -$228K -2,450 Closed
NFC
1612
Northstar Financial Companies
Pennsylvania
– -$227K -2,445 Closed
FFG
1613
Frisch Financial Group
New York
– -$226K -2,435 Closed
PFA
1614
Pathway Financial Advisors
Vermont
– -$226K -2,423 Closed
AGC
1615
August Group Capital
– -$225K -2,418 Closed
EWP
1616
Evergreen Wealth Partners
Montana
– -$225K -2,416 Closed
BFA
1617
Beacon Financial Advisory
Ohio
– -$225K -2,415 Closed
AIFAIM
1618
American Institute for Advanced Investment Management
Arizona
– -$224K -2,410 Closed
CGH
1619
CMG Global Holdings
Texas
– -$224K -2,406 Closed
GIA
1620
Guyasuta Investment Advisors
Pennsylvania
– -$223K -2,400 Closed
PTB
1621
Pioneer Trust Bank
Oregon
– -$223K -2,400 Closed
TDB
1622
Thompson David Blair
– -$223K -2,400 Closed
SLC
1623
Second Line Capital
Louisiana
– -$216K -2,387 Closed
LCM
1624
Lazari Capital Management
California
– -$222K -2,385 Closed
MSA
1625
Marathon Strategic Advisors
Pennsylvania
– -$222K -2,383 Closed
63 64
65
66 67