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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
676
Seamount Financial Group
Colorado
$655K +$328K +4,900 +111%
IC
677
Iconiq Capital
California
$654K -$40K -596 -6%
FMII
678
Farmers & Merchants Investments Inc
Nebraska
$653K – – –
IC
679
Inscription Capital
Texas
$653K -$760K -11,345 -55%
ERIC
680
Eagle Rock Investment Company
Georgia
$651K – – –
NFC
681
Northeast Financial Consultants
Connecticut
$651K – – –
GC
682
Grimes & Company
Massachusetts
$650K -$11.5K -171 -2%
AG
683
Ascent Group
Virginia
$645K +$19.3K +288 +3%
CWM
684
Circle Wealth Management
New Jersey
$645K -$53.5K -798 -8%
WAP
685
Wealthcare Advisory Partners
Pennsylvania
$644K +$13.1K +196 +2%
NB
686
NBT Bank
New York
$642K -$6.7K -100 -1%
JSC
687
Jackson Square Capital
California
$641K -$148K -2,210 -20%
CWM
688
Collaborative Wealth Management
Florida
$641K +$536 +8 +0.1%
AWM
689
Aries Wealth Management
Maine
$641K +$32.8K +490 +6%
CCA
690
Childress Capital Advisors
Texas
$638K -$229K -3,423 -27%
CWP
691
Core Wealth Partners
California
$637K – – –
GCM
692
Gallacher Capital Management
Colorado
$636K -$17.6K -262 -3%
MHR
693
Matthew Hamilton Rosenberg
$635K +$7.51K +112 +1%
WJWM
694
Williams Jones Wealth Management
New York
$624K +$41K +611 +7%
VCM
695
Versant Capital Management
Arizona
$624K -$93.6K -1,397 -14%
IIM
696
InTrack Investment Management
Vermont
$620K +$75.1K +1,120 +15%
LTAS
697
Linden Thomas Advisory Services
North Carolina
$615K +$87.6K +1,307 +18%
CCIA
698
Campbell & Co Investment Adviser
Maryland
$611K -$1.41M -20,981 -71%
DWP
699
Daymark Wealth Partners
Ohio
$610K -$86.7K -1,294 -13%
JIP
700
Jaffetilchin Investment Partners
Florida
$610K +$603 +9 +0.1%
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