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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1601
Weaver Consulting Group
California
– -$228K -2,451 Closed
TFP
1602
TrueWealth Financial Partners
Washington
– -$228K -2,450 Closed
NFC
1603
Northstar Financial Companies
Pennsylvania
– -$227K -2,445 Closed
FFG
1604
Frisch Financial Group
New York
– -$226K -2,435 Closed
PFA
1605
Pathway Financial Advisors
Vermont
– -$226K -2,423 Closed
AGC
1606
August Group Capital
– -$225K -2,418 Closed
EWP
1607
Evergreen Wealth Partners
Montana
– -$225K -2,416 Closed
BFA
1608
Beacon Financial Advisory
Ohio
– -$225K -2,415 Closed
AIFAIM
1609
American Institute for Advanced Investment Management
Arizona
– -$224K -2,410 Closed
CGH
1610
CMG Global Holdings
Texas
– -$224K -2,406 Closed
GIA
1611
Guyasuta Investment Advisors
Pennsylvania
– -$223K -2,400 Closed
PTB
1612
Pioneer Trust Bank
Oregon
– -$223K -2,400 Closed
TDB
1613
Thompson David Blair
– -$223K -2,400 Closed
SLC
1614
Second Line Capital
Louisiana
– -$216K -2,387 Closed
LCM
1615
Lazari Capital Management
California
– -$222K -2,385 Closed
MSA
1616
Marathon Strategic Advisors
Pennsylvania
– -$222K -2,383 Closed
BTWM
1617
Baker Tilly Wealth Management
Wisconsin
– -$220K -2,362 Closed
OA
1618
Oxbow Advisors
Texas
– -$219K -2,360 Closed
CAM
1619
CPA Asset Management
Florida
– -$219K -2,356 Closed
B
1620
Bensler
Washington
– -$219K -2,355 Closed
NPF
1621
Norris Perne & French
Michigan
– -$218K -2,342 Closed
MWM
1622
MOR Wealth Management
Pennsylvania
– -$217K -2,328 Closed
SWM
1623
Stockman Wealth Management
Montana
– -$216K -2,325 Closed
VA
1624
Valmark Advisers
Ohio
– -$215K -2,313 Closed
WQ
1625
Wealth Quarterback
New Jersey
– -$215K -2,310 Closed
63 64
65
66 67