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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
676
Legacy Wealth Asset Management
Minnesota
$476K +$1.08K +18 +0.2%
WAG
677
Wallace Advisory Group
California
$475K – – –
XT
678
XTX Topco
Cayman Islands
$471K -$253K -4,213 -35%
AA
679
AlphaQ Advisors
Florida
$470K -$3.48K -58 -0.7%
PP
680
PDS Planning
Ohio
$469K +$15.4K +257 +3%
WHG
681
Westwood Holdings Group
Texas
$469K – – –
NAM
682
NTV Asset Management
West Virginia
$468K +$78.3K +1,304 +20%
GCM
683
Gables Capital Management
Florida
$467K -$30K -500 -6%
MA
684
Montag & Associates
Georgia
$467K +$19.7K +328 +4%
SQA
685
Simon Quick Advisors
New Jersey
$466K +$9.3K +155 +2%
GS
686
GTS Securities
Florida
$465K +$463K +7,707 New
TW
687
Transform Wealth
Colorado
$465K +$42.9K +715 +10%
CWP
688
Capital Wealth Planning
Florida
$464K -$14.4K -240 -3%
PCM
689
Penserra Capital Management
California
$463K -$14.4K -240 -3%
NIM
690
Northeast Investment Management
Massachusetts
$461K – – –
GC
691
Grimes & Company
Massachusetts
$458K +$480 +8 +0.1%
SIG
692
Stonegate Investment Group
Alabama
$456K -$144K -2,403 -24%
AF
693
Allworth Financial
California
$456K +$41.3K +688 +10%
FFA
694
Founders Financial Alliance
North Carolina
$455K +$39.1K +652 +9%
EH
695
Equitable Holdings
New York
$448K +$62K +1,033 +16%
SFG
696
StrategIQ Financial Group
Indiana
$447K +$11.3K +188 +3%
WOC
697
West Oak Capital
California
$441K – – –
CCFCSB
698
Cape Cod Five Cents Savings Bank
Massachusetts
$441K -$33K -550 -7%
SN
699
Sittner & Nelson
Oregon
$439K +$120 +2 +0%
CAM
700
Cozad Asset Management
Illinois
$439K – – –
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