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SLB Ltd
SLB

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
1176
Action Point Financial Planning
Michigan
$286K +$330K +6,160 New
HA
1177
Hamel Associates
New Jersey
$286K – – –
CWA
1178
Cura Wealth Advisors
Illinois
$285K – – –
BWCS
1179
Beirne Wealth Consulting Services
Connecticut
$285K -$147K -2,739 -31%
CS
1180
Cannell & Spears
New York
$285K -$118K -2,207 -26%
IFU
1181
iSAM Funds (UK)
United Kingdom
$284K +$327K +6,100 New
RP
1182
Riverwater Partners
Wisconsin
$283K +$326K +6,081 New
WEG
1183
World Equity Group
Illinois
$282K -$4.61K -86 -1%
PL
1184
PeakShares LLC
Florida
$282K +$15K +280 +5%
VCM
1185
Versant Capital Management
Arizona
$281K -$6.06K -113 -2%
GM
1186
GeoWealth Management
Illinois
$281K -$2.09K -39 -0.6%
BTD
1187
BankPlus Trust Department
Mississippi
$279K – – –
PAP
1188
Persistent Asset Partners
Hong Kong
$278K +$214K +4,000 +200%
LWANC
1189
Laurel Wealth Advisors (North Carolina)
North Carolina
$278K -$16.1K -300 -5%
RPCONE
1190
Retirement Planning Company of New England
Rhode Island
$277K -$4.93K -92 -2%
FF
1191
Francis Financial
$276K -$8.36K -156 -3%
EW
1192
Expressive Wealth
Illinois
$276K +$1.29K +24 +0.4%
PCM
1193
Palisade Capital Management
New Jersey
$276K +$12.5K +234 +4%
ST
1194
Sentinel Trust
Texas
$276K – – –
IAS
1195
Investment Advisory Services
Texas
$274K – – –
EHC
1196
Everett Harris & Co
California
$273K – – –
IFG
1197
Independent Financial Group
California
$273K -$71.3K -1,331 -18%
JHP
1198
James Hambro & Partners
United Kingdom
$272K +$314K +5,862 New
BG
1199
Bahl & Gaynor
Ohio
$269K – – –
XWL
1200
XXI Wealth LLC
Illinois
$269K -$101K -1,878 -24%
46 47
48
49 50