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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
701
Ausdal Financial Partners
Iowa
$418K +$3.35K +57 +0.8%
NFC
702
Northeast Financial Consultants
Connecticut
$417K – – –
BBI
703
Baxter Bros Inc
Connecticut
$417K +$58.8K +1,000 +16%
SFG
704
StrategIQ Financial Group
Indiana
$415K +$5.88K +100 +1%
CPA
705
Cardiff Park Advisors
California
$415K +$3.65K +62 +0.9%
DAS
706
Dynamic Advisor Solutions
Arizona
$414K -$15.2K -259 -3%
BAM
707
Berkshire Asset Management
Pennsylvania
$413K +$422K +7,178 New
GCM
708
Gallacher Capital Management
Colorado
$413K +$76.1K +1,294 +22%
CRC
709
Curi RMB Capital
Illinois
$408K – – –
AIM
710
Anchor Investment Management
South Carolina
$408K – – –
OWA
711
One Wealth Advisors
California
$406K +$765 +13 +0.2%
CL
712
Choreo LLC
Illinois
$405K +$415K +7,047 New
RPC
713
Rossmore Private Capital
Connecticut
$405K -$5.82K -99 -1%
SFG
714
Summit Financial Group
West Virginia
$404K -$2.06K -35 -0.5%
FFA
715
Founders Financial Alliance
North Carolina
$404K -$45.9K -781 -10%
CT
716
Cambridge Trust
Massachusetts
$403K -$5.59K -95 -1%
TW
717
Transform Wealth
Colorado
$402K -$16.1K -273 -4%
EG
718
Ellerson Group
Maryland
$401K -$70.6K -1,200 -15%
AS
719
Altshuler Shaham
Israel
$399K +$55.3K +940 +16%
FTC
720
Farmers Trust Company
Ohio
$399K -$52.9K -900 -11%
CCM
721
Coldstream Capital Management
Washington
$399K -$353 -6 -0.1%
LI
722
LMCG Investments
Massachusetts
$398K -$46.2K -785 -10%
MNBTD
723
Moody National Bank Trust Division
Texas
$397K +$21.6K +368 +6%
AC
724
Avant Capital
Louisiana
$397K – – –
AF
725
Allworth Financial
California
$395K +$28.8K +489 +8%
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