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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PAW
701
Plan A Wealth
Nebraska
$668K +$12.1K +140 +2%
RCM
702
Radnor Capital Management
Pennsylvania
$668K – – –
HAM
703
Harmony Asset Management
Arizona
$667K +$8.63K +100 +1%
NPT
704
National Philanthropic Trust
Pennsylvania
$666K +$43.9K +508 +6%
ET
705
Equitable Trust
Tennessee
$665K -$215K -2,489 -23%
XWL
706
XXI Wealth LLC
Illinois
$661K +$34.2K +396 +5%
AFG
707
Artesa Financial Group
Texas
$661K -$86.2K -999 -10%
FPL
708
Fortress Private Ledger
North Carolina
$660K +$49.5K +573 +7%
1WM
709
1900 Wealth Management
Texas
$659K +$6.21K +72 +0.9%
SWM
710
Spire Wealth Management
Virginia
$658K -$2.24K -26 -0.3%
IP
711
Ignite Planners
California
$658K +$2.94K +34 +0.4%
PWM
712
Pines Wealth Management
North Carolina
$657K -$68.9K -798 -9%
PFA
713
Pure Financial Advisors
California
$656K +$140K +1,622 +24%
LWAM
714
Legacy Wealth Asset Management
Minnesota
$656K -$3.19K -37 -0.4%
AS
715
Altshuler Shaham
Israel
$654K -$403K -4,673 -36%
EWA
716
EverSource Wealth Advisors
Alabama
$653K -$9.58K -111 -1%
GC
717
Grimes & Company
Massachusetts
$651K +$15.9K +184 +2%
EC
718
EntryPoint Capital
New York
$651K +$520K +6,020 +254%
PTC
719
Philadelphia Trust Company
Pennsylvania
$649K – – –
PIM
720
Pullen Investment Management
Florida
$648K +$8.98K +104 +1%
GWMR
721
GC Wealth Management RIA
Massachusetts
$647K +$69K +799 +11%
TCBWMS
722
Texas Capital Bank Wealth Management Services
Texas
$646K -$40.5K -469 -5%
IC
723
Inscription Capital
Texas
$644K -$9.41K -109 -1%
IIM
724
InTrack Investment Management
Vermont
$643K +$8.11K +94 +1%
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$642K -$43.2K -500 -6%
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