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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
551
Apollon Wealth Management
South Carolina
$993K -$49.7K -741 -5%
HKIM
552
Hayek Kallen Investment Management
Alabama
$986K +$106K +1,588 +13%
CIM
553
Confluence Investment Management
Missouri
$985K -$591K -8,812 -39%
TCM
554
Traynor Capital Management
Pennsylvania
$982K -$56.8K -847 -6%
AFW
555
Avantra Family Wealth
Pennsylvania
$974K +$34.5K +514 +4%
CGL
556
Clarius Group LLC
Washington
$970K +$173K +2,579 +23%
STA
557
Summit Trail Advisors
New York
$968K +$921K +13,745 New
BMO
558
Beck Mack & Oliver
New York
$961K – – –
MSFS
559
Main Street Financial Solutions
Pennsylvania
$960K – – –
SW
560
Simplicity Wealth
New Jersey
$960K +$261K +3,887 +40%
LDB
561
Lee, Danner & Bass
Tennessee
$958K – – –
CTC
562
Central Trust Company
Missouri
$947K -$6.5K -97 -0.7%
CAG
563
Crestwood Advisors Group
Massachusetts
$939K -$73.1K -1,090 -8%
SRC
564
Sage Rhino Capital
California
$935K +$1.41K +21 +0.2%
IFG
565
Independent Financial Group
California
$931K +$1K +15 +0.1%
HIP
566
HUB Investment Partners
Texas
$924K +$84.9K +1,266 +11%
OWA
567
One Wealth Advisors
California
$923K +$80.8K +1,205 +10%
AWS
568
Atria Wealth Solutions
New York
$921K -$915K -13,649 -51%
ET
569
Equitable Trust
Tennessee
$917K -$94.1K -1,404 -10%
CCM
570
Coldstream Capital Management
Washington
$916K +$61.1K +911 +8%
NG
571
Norden Group
Utah
$916K -$12.7K -190 -1%
SS
572
Sunbelt Securities
Texas
$908K -$34.5K -515 -3%
POIA
573
Pin Oak Investment Advisors
Texas
$898K – – –
EW
574
Evoke Wealth
California
$898K +$75.3K +1,124 +10%
EWM
575
EPG Wealth Management
Georgia
$895K +$1.68K +25 +0.2%
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