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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Collaborative Wealth Management
Florida
$615K +$588K +9,175 New
GWMR
702
GC Wealth Management RIA
Massachusetts
$614K +$77K +1,202 +15%
WPC
703
Wedmont Private Capital
Pennsylvania
$611K +$44K +687 +9%
GI
704
Gradient Investments
Minnesota
$611K -$21.9K -341 -4%
AWM
705
Axxcess Wealth Management
California
$610K +$5.64K +88 +1%
BIM
706
Baldwin Investment Management
Pennsylvania
$605K – – –
PCMF
707
Private Capital Management (Florida)
Florida
$605K – – –
HCA
708
Harbour Capital Advisors
Virginia
$597K +$3.72K +58 +0.7%
CCA
709
Criterion Capital Advisors
Tennessee
$597K – – –
PBT
710
Pictet Bank & Trust
Bahamas
$595K -$51.3K -800 -8%
KS
711
Karpas Strategies
Connecticut
$593K – – –
GG
712
Greenwood Gearhart
Arkansas
$589K -$12.8M -199,352 -96%
WIC
713
Woodmont Investment Counsel
Tennessee
$587K – – –
KA
714
Kovack Advisors
Florida
$585K -$8.27K -129 -1%
PP
715
PDS Planning
Ohio
$584K +$11.2K +174 +2%
SIG
716
Stonegate Investment Group
Alabama
$583K +$97.5K +1,521 +21%
DI
717
Diligent Investors
California
$578K – – –
HW
718
Hancock Whitney
Mississippi
$578K -$160K -2,501 -22%
BWAM
719
Boyd Watterson Asset Management
Ohio
$577K – – –
CPA
720
Cardiff Park Advisors
California
$573K +$74.4K +1,161 +16%
GM
721
GeoWealth Management
Illinois
$573K +$159K +2,487 +41%
RHDIC
722
R.H. Dinel Investment Counsel
California
$573K -$62.5K -975 -10%
BFO
723
Boston Family Office
Massachusetts
$570K – – –
GCM
724
Gallacher Capital Management
Colorado
$567K +$16.3K +255 +3%
BWM
725
BKM Wealth Management
Wisconsin
$566K +$194K +3,031 +56%
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