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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
651
Retirement Guys Formula
Ohio
$497K +$264K +4,786 +114%
LWAC
652
Laurel Wealth Advisors (California)
California
$495K -$12.4K -225 -3%
IC
653
Inscription Capital
Texas
$493K -$17.9K -324 -4%
GI
654
Gradient Investments
Minnesota
$492K -$11K -199 -2%
BWAM
655
Boyd Watterson Asset Management
Ohio
$491K – – –
HI
656
Harbour Investments
Wisconsin
$488K +$181K +3,291 +62%
PA
657
Parallel Advisors
California
$484K -$500K -9,065 -52%
BFO
658
Boston Family Office
Massachusetts
$484K -$46.7K -848 -9%
AWM
659
Apollon Wealth Management
South Carolina
$482K -$36K -653 -7%
JCM
660
Jacobi Capital Management
Pennsylvania
$479K -$4.19K -76 -0.9%
PFPT
661
Pinnacle Financial Partners (Tennessee)
Tennessee
$478K +$1.05K +19 +0.2%
PTC
662
Philadelphia Trust Company
Pennsylvania
$476K – – –
MSS
663
Mitchell Sinkler & Starr
Pennsylvania
$470K +$455K +8,255 New
GCM
664
Gables Capital Management
Florida
$469K – – –
CLOS
665
Compagnie Lombard Odier SCmA
Switzerland
$466K – – –
CW
666
CreativeOne Wealth
Kansas
$465K -$45.5K -825 -9%
EG
667
Ellerson Group
Maryland
$465K +$450K +8,171 New
AWAU
668
Alliance Wealth Advisors (Utah)
Utah
$462K +$447K +8,106 New
SFO
669
Stokes Family Office
Louisiana
$461K -$937 -17 -0.2%
DWM
670
Drive Wealth Management
Utah
$460K +$32.9K +596 +8%
JWCA
671
J.W. Cole Advisors
Florida
$459K +$52.3K +948 +13%
VDI
672
Vaughan David Investments
Illinois
$456K – – –
EA
673
Ellsworth Advisors
Ohio
$456K +$430K +7,803 New
WWC
674
Waypoint Wealth Counsel
Georgia
$456K +$441K +8,000 New
YWP
675
YorkBridge Wealth Partners
New York
$455K -$42.4K -770 -9%
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